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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
601
Haverford Trust Company
Pennsylvania
$1.3M +$11.2K +136 +0.8%
FTDI
602
First Trust Direct Indexing
Massachusetts
$1.3M +$78K +944 +6%
RB
603
Rodgers Brothers
Pennsylvania
$1.3M +$8.26K +100 +0.6%
WS
604
Wedbush Securities
California
$1.3M +$26.3K +319 +2%
MHC
605
Meyer Handelman Company
New York
$1.3M -$41.3K -500 -3%
AWM
606
Axxcess Wealth Management
California
$1.29M +$25.8K +312 +2%
MCM
607
Murphy Capital Management
New Jersey
$1.28M -$20.6K -250 -2%
CAM
608
Cresset Asset Management
Illinois
$1.28M -$552K -6,679 -29%
WAP
609
Wealthcare Advisory Partners
Pennsylvania
$1.28M +$141K +1,703 +12%
BFO
610
Boston Family Office
Massachusetts
$1.27M -$8.92K -108 -0.7%
TWA
611
TCI Wealth Advisors
Arizona
$1.26M +$27.6K +334 +2%
BL
612
Balentine LLC
Georgia
$1.25M +$150K +1,818 +13%
AA
613
Altman Advisors
Illinois
$1.25M +$1.26M +15,278 New
BEC
614
Blue Edge Capital
Virginia
$1.25M – – –
BRWA
615
B. Riley Wealth Advisors
Florida
$1.23M -$409K -4,952 -24%
JIC
616
Joel Isaacson & Co
New York
$1.23M +$53.2K +644 +4%
SWM
617
SeaCrest Wealth Management
New York
$1.23M -$97.7K -1,183 -7%
VVP
618
Venture Visionary Partners
Ohio
$1.22M +$22.9K +277 +2%
BPC
619
Banque Pictet & Cie
Switzerland
$1.22M -$827K -10,017 -40%
MCM
620
Mainstay Capital Management
Michigan
$1.22M +$1.26M +15,285 New
GBT
621
Grove Bank & Trust
Florida
$1.22M +$36.2K +438 +3%
TBA
622
Tower Bridge Advisors
Pennsylvania
$1.22M +$16.5K +200 +1%
FCB
623
First Command Bank
Texas
$1.21M – – –
FCFS
624
First Command Financial Services
Texas
$1.21M – – –
LKIM
625
Lawson Kroeker Investment Management
Nebraska
$1.21M -$63.5K -769 -5%
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