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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
651
Joel Isaacson & Co
New York
$657K -$139K -2,538 -18%
KA
652
Kovack Advisors
Florida
$656K +$88.6K +1,621 +17%
UBV
653
United Bank (Virginia)
Virginia
$656K – – –
GAM
654
Groupama Asset Management
France
$654K +$12.8K +235 +2%
PT
655
Plimoth Trust
Massachusetts
$653K -$30K -550 -5%
CA
656
CoreCap Advisors
Michigan
$645K +$121K +2,217 +25%
PFPT
657
Pinnacle Financial Partners (Tennessee)
Tennessee
$643K -$286K -5,231 -32%
PWP
658
Principle Wealth Partners
Connecticut
$639K -$9.78K -179 -2%
RCM
659
Raleigh Capital Management
North Carolina
$638K -$969K -17,729 -62%
PWMAG
660
Pinnacle Wealth Management Advisory Group
New Jersey
$632K +$1.75K +32 +0.3%
USCWA
661
U.S. Capital Wealth Advisors
Texas
$632K -$9.72K -178 -2%
GC
662
Grimes & Company
Massachusetts
$630K +$3.66K +67 +0.6%
CWM
663
Campbell Wealth Management
Virginia
$630K -$86.7K -1,587 -13%
HIMC
664
Heritage Investors Management Corp
Maryland
$630K -$4.1K -75 -0.7%
FDCDDQ
665
Federation des caisses Desjardins du Quebec
Quebec, Canada
$628K +$5.63K +103 +1%
AFG
666
Argent Financial Group
Louisiana
$625K +$590K +10,808 New
LWM
667
LongView Wealth Management
Georgia
$622K +$588K +10,769 New
CFB
668
Cullen/Frost Bankers
Texas
$617K -$18.5K -339 -3%
KFI
669
Key Financial Inc
Pennsylvania
$612K +$710 +13 +0.1%
MG
670
Marex Group
$607K +$251K +4,598 +78%
GCS
671
Gordian Capital (Singapore)
Singapore
$607K +$295K +5,400 +106%
WA
672
Wealth Alliance
New York
$606K -$520K -9,521 -48%
MPPLM
673
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$606K -$78.8K -1,442 -12%
LIM
674
Longfellow Investment Management
Massachusetts
$603K +$3.44K +63 +0.6%
FBT
675
First Bankers Trust
Kentucky
$602K +$148K +2,700 +35%
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