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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMC
651
Heritage Investors Management Corp
Maryland
$538K -$1.89K -37 -0.3%
AWM
652
Adams Wealth Management
Utah
$536K -$193K -3,785 -26%
CI
653
CacheTech Inc
Utah
$536K +$557K +10,938 New
PWMAG
654
Pinnacle Wealth Management Advisory Group
New Jersey
$535K +$9.94K +195 +2%
GC
655
Grimes & Company
Massachusetts
$531K -$1.07K -21 -0.2%
MA
656
MONECO Advisors
Connecticut
$531K +$50.7K +996 +10%
FDCDDQ
657
Federation des caisses Desjardins du Quebec
Quebec, Canada
$527K +$538K +10,561 +5,281%
PWP
658
Precedent Wealth Partners
Texas
$526K +$150K +2,950 +38%
SHA
659
Seneca House Advisors
Virginia
$525K -$32.9K -646 -6%
PFA
660
Pathway Financial Advisers
Indiana
$521K -$31K -608 -5%
KFI
661
Key Financial Inc
Pennsylvania
$518K – – –
DTL
662
Dynamic Technology Lab
Singapore
$516K +$536K +10,530 New
APM
663
Advanced Portfolio Management
New York
$515K – – –
LIM
664
Longfellow Investment Management
Massachusetts
$508K +$3.67K +72 +0.7%
MWM
665
Modera Wealth Management
New Jersey
$508K -$3.36K -66 -0.6%
HSA
666
HBK Sorce Advisory
Pennsylvania
$503K +$14.1K +276 +3%
DJSG
667
D.J. St. Germain
Massachusetts
$502K +$168K +3,294 +47%
BONH
668
Bank of New Hampshire
New Hampshire
$501K -$276K -5,423 -35%
NC
669
NovaPoint Capital
Georgia
$501K +$521K +10,218 New
PPW
670
Parcion Private Wealth
Washington
$498K -$26.9K -528 -5%
HPC
671
HM Payson & Co
Maine
$498K +$18.6K +366 +4%
FIA
672
Foundations Investment Advisors
Arizona
$497K +$52.2K +1,024 +11%
CP
673
Camelot Portfolios
Ohio
$496K +$515K +10,115 New
FCP
674
Fidelis Capital Partners
Florida
$495K -$45.8K -899 -9%
SFI
675
SPC Financial Inc
Maryland
$495K -$10.2K -200 -2%
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