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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
551
Shufro Rose & Co
New York
$987K -$155K -2,650 -13%
HCM
552
Hall Capital Management
Rhode Island
$986K – – –
BFA
553
Buttonwood Financial Advisors
Maryland
$983K +$329K +5,618 +47%
MMA
554
Miracle Mile Advisors
California
$978K – – –
SWM
555
SeaCrest Wealth Management
New York
$977K +$35K +598 +4%
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$970K +$5.38K +92 +0.5%
FTDI
557
First Trust Direct Indexing
Massachusetts
$968K +$99K +1,691 +11%
HTC
558
Haverford Trust Company
Pennsylvania
$962K +$53.9K +921 +6%
VCM
559
Violich Capital Management
California
$961K – – –
PWM
560
PBMares Wealth Management
Virginia
$960K -$136K -2,319 -12%
IC
561
IEQ Capital
California
$960K +$158K +2,705 +19%
FMWA
562
Forvis Mazars Wealth Advisors
Missouri
$956K -$5.09K -87 -0.5%
CT
563
Caldwell Trust
Florida
$952K – – –
AF
564
Arrow Financial
New York
$951K +$36.5K +623 +4%
EP
565
Edgestream Partners
New Jersey
$942K -$2.17M -37,143 -69%
JWCA
566
J.W. Cole Advisors
Florida
$939K -$105K -1,800 -10%
BFEC
567
Benjamin F. Edwards & Company
Missouri
$937K -$1.44M -24,522 -59%
EWM
568
Evercore Wealth Management
New York
$933K -$117K -2,005 -11%
VVP
569
Venture Visionary Partners
Ohio
$932K -$29.1K -497 -3%
FHA
570
First Horizon Advisors
Tennessee
$928K +$600K +10,261 +162%
TPA
571
Trivium Point Advisory
Connecticut
$924K +$75.1K +1,283 +8%
MCM
572
MAI Capital Management
Ohio
$920K +$16.1K +275 +2%
CIC
573
Carnegie Investment Counsel
Ohio
$920K +$5.21K +89 +0.5%
SAG
574
SageView Advisory Group
California
$917K +$736K +12,571 +328%
GBT
575
Grove Bank & Trust
Florida
$915K +$40.8K +698 +4%
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