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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
326
Prospera Financial Services
Texas
$2.81M +$220K +3,757 +8%
FNFDCM
327
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.79M -$59.7K -1,020 -2%
AFG
328
Albion Financial Group
Utah
$2.79M +$30.1K +515 +1%
TFA
329
Toth Financial Advisory
Virginia
$2.78M +$245K +4,179 +9%
BFS
330
Bradley Foster & Sargent
Connecticut
$2.77M +$423K +7,231 +17%
VWMG
331
Virginia Wealth Management Group
Virginia
$2.76M +$596K +10,193 +26%
LMIM
332
Lockheed Martin Investment Management
Maryland
$2.76M -$5.61M -95,785 -66%
SWP
333
Strategic Wealth Partners
Ohio
$2.75M +$1.05M +17,905 +57%
BHWM
334
Bar Harbor Wealth Management
New Hampshire
$2.75M +$349K +5,970 +14%
Rockefeller Capital Management
335
Rockefeller Capital Management
New York
$2.72M -$946K -16,159 -25%
JFL
336
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.7M -$138K -2,350 -5%
IAA
337
Independent Advisor Alliance
North Carolina
$2.66M -$265K -4,530 -9%
AOWM
338
Alpha Omega Wealth Management
Virginia
$2.63M +$84.4K +1,443 +3%
BFIM
339
Beese Fulmer Investment Management
Ohio
$2.56M -$125K -2,139 -4%
BPA
340
Beacon Pointe Advisors
California
$2.55M -$259K -4,434 -9%
Vanguard Personalized Indexing Management
341
Vanguard Personalized Indexing Management
California
$2.53M +$1.31M +22,404 +98%
HPWA
342
Hall Private Wealth Advisors
North Carolina
$2.51M -$3.63K -62 -0.1%
VAS
343
Vestmark Advisory Solutions
Massachusetts
$2.47M +$465K +7,945 +22%
BMSSC
344
B. Metzler seel. Sohn & Co
Germany
$2.46M -$395K -6,757 -13%
SSWM
345
Smith Salley Wealth Management
North Carolina
$2.46M -$7.31M -124,941 -74%
MCC
346
Money Concepts Capital
Florida
$2.45M -$304K -5,193 -11%
GLLW
347
Graves Light Lenhart Wealth
Virginia
$2.45M -$14K -239 -0.5%
SPC
348
Sigma Planning Corp
Michigan
$2.44M -$242K -4,139 -9%
Nordea Investment Management
349
Nordea Investment Management
Sweden
$2.43M +$2.63K +45 +0.1%
BFA
350
Bill Few Associates
Pennsylvania
$2.42M +$74.9K +1,280 +3%