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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
601
Triangle Securities Wealth Management
North Carolina
$559K +$45 +1 +0%
NIM
602
NEOS Investment Management
Connecticut
$559K +$165K +3,697 +45%
SIP
603
Stoneridge Investment Partners
Pennsylvania
$555K -$1.13M -25,354 -68%
Bessemer Group
604
Bessemer Group
New Jersey
$552K -$63.6K -1,425 -11%
SHFA
605
SS&H Financial Advisors
Michigan
$552K -$6.7K -150 -1%
VCA
606
Verdence Capital Advisors
Maryland
$540K -$648K -14,523 -56%
AA
607
Altman Advisors
Illinois
$538K -$658K -14,746 -56%
UBV
608
United Bank (Virginia)
Virginia
$536K -$2.59K -58 -0.5%
Parallax Volatility Advisers
609
Parallax Volatility Advisers
California
$534K +$508K +11,372 New
BWFA
610
Baltimore-Washington Financial Advisors
Maryland
$534K +$248K +5,563 +96%
BP
611
Ballentine Partners
Massachusetts
$530K +$503K +11,268 New
AQR Capital Management
612
AQR Capital Management
Connecticut
$529K -$7.74M -173,412 -94%
PJSIMP
613
P.J. Schmidt Investment Management (PJS)
Wisconsin
$528K -$78.7K -1,763 -13%
LC
614
Lindbrook Capital
California
$525K -$44.5K -996 -8%
SHA
615
Seneca House Advisors
Virginia
$523K +$12.1K +270 +2%
IB
616
Intrust Bank
Kansas
$520K +$156K +3,488 +46%
VCM
617
Violich Capital Management
California
$520K -$270K -6,041 -35%
LNC
618
Lincoln National Corp
Pennsylvania
$520K +$40.3K +902 +9%
MWM
619
Modera Wealth Management
New Jersey
$519K -$15.3K -343 -3%
CNBTD
620
Citizens National Bank Trust Department
Mississippi
$518K -$76.6K -1,715 -13%
VFA
621
Valeo Financial Advisors
Indiana
$518K -$472K -10,570 -49%
BL
622
Balentine LLC
Georgia
$517K +$9.6K +215 +2%
MC
623
Maverick Capital
Texas
$517K +$491K +10,995 New
TCBWMS
624
Texas Capital Bank Wealth Management Services
Texas
$515K -$367K -8,227 -43%
USCWA
625
U.S. Capital Wealth Advisors
Texas
$512K +$24.7K +553 +5%