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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
676
Vectors Research Management
New York
$894K +$297K +3,895 +51%
CWP
677
Capital Wealth Planning
Florida
$891K +$412K +5,401 +88%
WAP
678
Wealthcare Advisory Partners
Pennsylvania
$889K +$23K +302 +3%
CBB
679
Citizens Business Bank
California
$887K +$27.9K +366 +3%
LCM
680
Leisure Capital Management
California
$882K -$1.07K -14 -0.1%
RCA
681
Rowland Carmichael Advisors
Arizona
$882K +$22.9K +300 +3%
WSFS
682
Wilmington Savings Fund Society
Delaware
$878K -$320K -4,193 -27%
KFC
683
Klingenstein Fields & Co
New York
$877K – – –
CWM
684
Campbell Wealth Management
Virginia
$874K +$27.1K +355 +3%
PWLP
685
Prio Wealth Limited Partnership
Massachusetts
$857K -$351K -4,605 -29%
PAM
686
Premier Asset Management
Illinois
$857K – – –
CFG
687
Citizens Financial Group
Rhode Island
$850K -$9.22K -121 -1%
HAG
688
HighPoint Advisor Group
Illinois
$844K -$10.4K -136 -1%
GC
689
Grimes & Company
Massachusetts
$844K -$838 -11 -0.1%
OPCM
690
Osborne Partners Capital Management
California
$842K -$30.5K -400 -4%
MSR
691
Main Street Research
Connecticut
$841K – – –
LNWWM
692
Laird Norton Wetherby Wealth Management
California
$840K +$36.3K +477 +5%
DAM
693
Delta Asset Management
Tennessee
$832K -$1.14K -15 -0.1%
WBC
694
West Branch Capital
Massachusetts
$828K +$163K +2,139 +25%
CT
695
Cambridge Trust
Massachusetts
$822K +$16.4K +215 +2%
PCM
696
Princeton Capital Management
New Jersey
$822K +$21.6K +283 +3%
ACS
697
Archford Capital Strategies
Illinois
$819K +$4.04K +53 +0.5%
CCM
698
Cutler Capital Management
Massachusetts
$819K +$57.4K +753 +8%
RC
699
RegentAtlantic Capital
New Jersey
$801K -$32.4K -425 -4%
FI
700
FormulaFolio Investments
Michigan
$800K +$169K +2,212 +27%
26 27
28
29 30