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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
401
Stamos Capital Partners
California
$1.86M -$958K -16,123 -35%
BB
402
Berkshire Bank
Massachusetts
$1.86M -$42.3K -711 -2%
AWP
403
Ascent Wealth Partners
New York
$1.86M -$8.92K -150 -0.5%
AWM
404
Apollon Wealth Management
South Carolina
$1.85M -$37.9K -637 -2%
LFAS
405
Level Four Advisory Services
Texas
$1.85M +$50.6K +852 +3%
SDIC
406
South Dakota Investment Council
South Dakota
$1.85M -$327K -5,500 -15%
IIM
407
INTECH Investment Management
Florida
$1.84M -$357 -6 -0%
MG
408
Marex Group
$1.84M +$1.78M +30,000 New
VFP
409
Verus Financial Partners
Virginia
$1.83M +$633K +10,642 +55%
HI
410
Horizon Investments
North Carolina
$1.83M +$311K +5,239 +21%
CIA
411
Concurrent Investment Advisors
Florida
$1.83M +$16.3K +275 +0.9%
LBC
412
Lowe Brockenbrough & Co
Virginia
$1.81M +$183K +3,079 +12%
EF
413
Empirical Finance
Pennsylvania
$1.81M +$18.7K +315 +1%
EF
414
Empowered Funds
Pennsylvania
$1.8M +$540K +9,091 +45%
TCWM
415
Total Clarity Wealth Management
Illinois
$1.79M +$40.9K +688 +2%
GI
416
GAMMA Investing
California
$1.79M +$164K +2,753 +10%
MFG
417
Merit Financial Group
Georgia
$1.78M +$538K +9,049 +45%
3IP
418
3Chopt Investment Partners
Virginia
$1.77M -$158K -2,662 -8%
CCWM
419
Cassaday & Co Wealth Management
Virginia
$1.75M +$88.5K +1,489 +6%
GCA
420
Greenwood Capital Associates
South Carolina
$1.74M +$59 +1 +0%
RB
421
Rodgers Brothers
Pennsylvania
$1.74M -$74.3K -1,250 -4%
VA
422
Vident Advisory
Georgia
$1.72M +$127K +2,129 +8%
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.71M +$278K +4,684 +20%
FFA
424
Farther Finance Advisors
California
$1.68M +$863K +14,509 +112%
SB
425
Simmons Bank
Arkansas
$1.67M +$165K +2,773 +11%
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