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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HL
651
HeadInvest LLC
Maine
$470K -$47.2K -950 -8%
WI
652
WrapManager Inc
California
$468K -$9.63K -194 -2%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$468K -$20.3K -409 -4%
SFA
654
Sequoia Financial Advisors
Ohio
$467K +$60.5K +1,219 +13%
DWP
655
Daymark Wealth Partners
Ohio
$467K +$5.26K +106 +1%
CCT
656
Chemung Canal Trust
New York
$466K -$3.72K -75 -0.7%
ABLA
657
Alan B. Lancz & Associates
Ohio
$465K -$39.8K -802 -7%
OPA
658
Old Port Advisors
Maine
$463K +$514K +10,361 New
USCWA
659
U.S. Capital Wealth Advisors
Texas
$462K -$556K -11,190 -52%
SFI
660
SPC Financial Inc
Maryland
$459K +$47.1K +949 +10%
NS
661
NBC Securities
Alabama
$459K +$511K +10,297 New
MWM
662
Madison Wealth Management
Ohio
$458K
SHA
663
Seneca House Advisors
Virginia
$458K -$28.5K -575 -5%
BTI
664
Blue Trust Inc
Georgia
$457K +$43.8K +883 +11%
LIM
665
Longfellow Investment Management
Massachusetts
$457K
ICA
666
Infrastructure Capital Advisors
New York
$456K +$66K +1,330 +16%
IW
667
Imprint Wealth
South Carolina
$454K +$22.9K +461 +5%
LNC
668
Lincoln National Corp
Pennsylvania
$454K +$23.6K +476 +5%
Lido Advisors
669
Lido Advisors
California
$451K +$261K +5,250 +108%
CA
670
Continuum Advisory
Idaho
$449K +$17.6K +354 +4%
KIA
671
KCM Investment Advisors
California
$446K -$387K -7,787 -44%
FAIM
672
Financial Advocates Investment Management
Washington
$445K +$33.2K +668 +7%
MAS
673
Meeder Advisory Services
Ohio
$443K -$149K -3,009 -23%
CRI
674
Commonwealth Retirement Investments
Virginia
$442K +$12.9K +260 +3%
RP
675
Rowlandmiller & Partners
Georgia
$439K +$149 +3 +0%