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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
676
Quantitative Investment Management
Virginia
$899K +$690K +8,935 +272%
FTDI
677
First Trust Direct Indexing
Massachusetts
$896K +$227K +2,944 +32%
SWA
678
Stratos Wealth Advisors
Ohio
$896K +$277K +3,586 +42%
CWM
679
Chesapeake Wealth Management
Virginia
$894K -$211K -2,729 -18%
AF
680
Arrow Financial
New York
$891K +$772 +10 +0.1%
BS
681
Banco Santander
Spain
$891K +$935K +12,114 New
DT
682
Diversified Trust
Tennessee
$890K +$15.9K +206 +2%
CT
683
Chicago Trust
Illinois
$889K +$432K +5,595 +86%
APA
684
American Portfolios Advisors
New York
$888K +$70.9K +919 +8%
ST
685
Smithfield Trust
Pennsylvania
$886K -$84.9K -1,100 -8%
AWMF
686
Arbor Wealth Management (Florida)
Florida
$885K -$539K -6,983 -37%
SS
687
Sunbelt Securities
Texas
$885K -$86.4K -1,119 -9%
WTC
688
WhitTier Trust Company
Nevada
$881K +$463 +6 +0.1%
BC
689
Bartlett & Co
Ohio
$879K +$52.9K +686 +6%
BCWM
690
Bartlett & Co Wealth Management
Ohio
$879K +$52.9K +686 +6%
TU
691
TDAM USA
Ontario, Canada
$878K -$5.43M -70,322 -86%
ACM
692
Azimuth Capital Management
Michigan
$877K -$2.32K -30 -0.3%
MCM
693
Maryland Capital Management
Maryland
$870K -$411K -5,327 -31%
WWM
694
Western Wealth Management
Colorado
$870K +$589K +7,632 +182%
JCM
695
Jacobi Capital Management
Pennsylvania
$866K +$127K +1,643 +16%
GLA
696
Good Life Advisors
Pennsylvania
$865K +$44.5K +577 +5%
JIP
697
JBJ Investment Partners
South Carolina
$858K -$319K -4,138 -26%
BBA
698
BLB&B Advisors
Pennsylvania
$856K -$15.8K -205 -2%
CTA
699
Chesley Taft & Associates
Illinois
$853K -$328K -4,246 -27%
CAM
700
Cresset Asset Management
Illinois
$848K +$12.1K +157 +1%
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