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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
601
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$576K +$212K +4,533 +63%
CFB
602
Cullen/Frost Bankers
Texas
$575K -$19.9K -425 -4%
WSFS
603
Wilmington Savings Fund Society
Delaware
$568K +$540K +11,550 New
CT
604
Caldwell Trust
Florida
$567K -$82.8K -1,773 -13%
PT
605
Plimoth Trust
Massachusetts
$565K -$23.1K -495 -4%
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$563K +$33.4K +715 +7%
JWM
607
Jeppson Wealth Management
California
$563K +$267K +5,717 +100%
BWFA
608
Baltimore-Washington Financial Advisors
Maryland
$562K +$2.62K +56 +0.5%
HCM
609
Hall Capital Management
Rhode Island
$559K -$59.8K -1,280 -10%
SHA
610
Seneca House Advisors
Virginia
$559K +$10.7K +228 +2%
WTC
611
WhitTier Trust Company
Nevada
$558K -$103K -2,202 -16%
EF
612
Empowered Funds
Pennsylvania
$556K +$112K +2,406 +27%
PA
613
Procyon Advisors
Connecticut
$556K -$59.9K -1,283 -10%
TG
614
TCW Group
California
$555K -$90.8K -1,943 -15%
PFA
615
Pathway Financial Advisers
Indiana
$554K -$34.8K -746 -6%
IAS
616
Insigneo Advisory Services
Florida
$554K -$64.6K -1,383 -11%
PWP
617
Principle Wealth Partners
Connecticut
$553K +$227K +4,854 +76%
GI
618
GAMMA Investing
California
$552K +$211K +4,521 +68%
SWS
619
SYSTM Wealth Solutions
Illinois
$551K -$62.2K -1,331 -11%
AQR Capital Management
620
AQR Capital Management
Connecticut
$548K -$5.56K -119 -1%
VCM
621
Violich Capital Management
California
$544K
SHFA
622
SS&H Financial Advisors
Michigan
$543K -$32.7K -700 -6%
HIMC
623
Heritage Investors Management Corp
Maryland
$542K +$26.9K +575 +6%
SGK
624
Steigerwald Gordon & Koch
Virginia
$539K -$859K -18,379 -63%
USCWA
625
U.S. Capital Wealth Advisors
Texas
$539K +$3.27K +70 +0.6%