We are live on ! Find out more
D icon

Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
526
Beck Mack & Oliver
New York
$948K -$78.3K -1,372 -7%
FRA
527
Frank Rimerman Advisors
California
$931K +$34.3K +601 +4%
EWM
528
Elmwood Wealth Management
California
$931K -$44K -771 -4%
UB
529
UMB Bank
Missouri
$930K +$37K +649 +4%
TCM
530
Teza Capital Management
Illinois
$921K +$976K +17,108 New
GFPC
531
Global Financial Private Client
Florida
$921K +$267K +4,672 +38%
TCOV
532
Trust Company of Vermont
Vermont
$920K -$56.2K -985 -5%
SW
533
SteelPeak Wealth
California
$918K +$91.2K +1,599 +10%
MC
534
Meketa Capital
Massachusetts
$916K +$970K +17,009 New
MIG
535
Meketa Investment Group
Massachusetts
$916K +$970K +17,009 New
BMSSC
536
B. Metzler seel. Sohn & Co
Germany
$913K – – –
SG
537
StoneX Group
New York
$913K +$613K +10,754 +174%
SOAMC
538
Spirit of America Management Corp
New York
$908K +$99.8K +1,750 +12%
UAS
539
United Asset Strategies
New York
$905K -$2.79K -49 -0.3%
DCM
540
Donaldson Capital Management
Indiana
$903K +$14.1K +247 +1%
MIF
541
Mediolanum International Funds
Ireland
$896K +$195K +3,413 +26%
BPA
542
Beacon Pointe Advisors
California
$894K -$315K -5,519 -25%
S
543
SignatureFD
Georgia
$893K -$6.73K -118 -0.7%
SFG
544
Sovereign Financial Group
Connecticut
$889K +$33.9K +594 +4%
GT
545
Greenleaf Trust
Michigan
$889K +$19.9K +349 +2%
TPA
546
Trivium Point Advisory
Connecticut
$885K -$28.6K -502 -3%
VA
547
Vident Advisory
Georgia
$882K +$160K +2,806 +21%
SB
548
Simmons Bank
Arkansas
$878K -$65.9K -1,155 -7%
CF
549
Claris Financial
Virginia
$878K +$930K +16,302 New
EF
550
Empowered Funds
Pennsylvania
$874K +$101K +1,767 +12%
20 21
22
23 24