DOMINION ENERGY INC COM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| HENNESSY ADVISORS INC | 70,877 | 74,477 | +3,600 | 0.16 | 0.16 | +0.00 | buy |
| Chesley Taft & Associates LLC | 17,142 | 18,257 | +1,115 | 0.04 | 0.05 | +0.00 | buy |
| Investors Research Corp | 7,067 | 7,865 | +798 | 0.08 | 0.10 | +0.01 | buy |
| GREENLEAF TRUST | 13,328 | 13,941 | +613 | 0.01 | 0.01 | +0.00 | buy |
| Old Port Advisors | 3,548 | 3,924 | +376 | 0.05 | 0.05 | +0.00 | buy |
| Sound Income Strategies, LLC | 3,360 | 3,524 | +164 | 0.01 | 0.01 | +0.00 | buy |
| COUNTRY TRUST BANK | 271 | 347 | +76 | 0.00 | 0.00 | +0.00 | buy |
| SHEETS SMITH WEALTH MANAGEMENT | 6,150 | 6,149 | -1 | 0.04 | 0.04 | -0.00 | sell |
| Kozak & Associates, Inc. | 69 | 58 | -11 | 0.00 | 0.00 | -0.00 | sell |
| Ifrah Financial Services, Inc. | 3,899 | 3,873 | -26 | 0.06 | 0.06 | +0.00 | sell |
| FIRST UNITED BANK & TRUST | 4,113 | 4,054 | -59 | 0.08 | 0.08 | -0.00 | sell |
| Elmwood Wealth Management, Inc. | 17,459 | 17,392 | -67 | 0.30 | 0.30 | -0.00 | sell |
| Ballast, Inc. | 3,473 | 3,279 | -194 | 0.05 | 0.04 | -0.01 | sell |
| Independence Bank of Kentucky | 1,926 | 1,701 | -225 | 0.02 | 0.01 | -0.00 | sell |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,950 | 1,541 | -409 | 0.03 | 0.02 | -0.01 | sell |
| BURKETT FINANCIAL SERVICES, LLC | 3,412 | 1,663 | -1,749 | 0.07 | 0.04 | -0.04 | sell |
| Graves Light Lenhart Wealth, Inc. | 27,084 | 25,108 | -1,976 | 0.17 | 0.16 | -0.01 | sell |