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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SLI
676
Sumitomo Life Insurance
Japan
$657K -$27K -455 -4%
AGA
677
Arkos Global Advisors
Texas
$656K +$238K +4,005 +60%
CAAS
678
Capital Asset Advisory Services
Michigan
$652K -$654 -11 -0.1%
HSA
679
HBK Sorce Advisory
Pennsylvania
$652K +$111K +1,875 +22%
SHA
680
Seneca House Advisors
Virginia
$649K -$91.5K -1,540 -13%
IAS
681
Insigneo Advisory Services
Florida
$646K -$8.86K -149 -1%
KFI
682
Key Financial Inc
Pennsylvania
$644K -$773 -13 -0.1%
PT
683
Plimoth Trust
Massachusetts
$643K -$25K -420 -4%
GWMR
684
GC Wealth Management RIA
Massachusetts
$641K +$623K +10,472 New
VI
685
Versor Investments
New York
$641K +$623K +10,472 New
CI
686
CX Institutional
Indiana
$640K +$273K +4,586 +78%
JIC
687
Joel Isaacson & Co
New York
$638K +$3.69K +62 +0.6%
BIG
688
Brooklyn Investment Group
New York
$638K -$1.84K -31 -0.3%
LFA
689
Legacy Financial Advisors
Kentucky
$636K +$2.02K +34 +0.3%
SAM
690
Smartleaf Asset Management
Massachusetts
$631K +$269K +4,526 +78%
Vontobel Holding
691
Vontobel Holding
Switzerland
$624K +$606K +10,193 New
EP
692
Essential Partners
California
$622K +$3.15K +53 +0.5%
CA
693
Commerzbank Aktiengesellschaft
Germany
$620K
PWA
694
Phoenix Wealth Advisors
North Carolina
$614K -$6.6K -111 -1%
KWA
695
Kingswood Wealth Advisors
California
$613K +$5.53K +93 +0.9%
CFP
696
Catalyst Financial Partners
Massachusetts
$610K +$61.7K +1,038 +12%
WTC
697
WhitTier Trust Company
Nevada
$605K -$20.2K -339 -3%
IA
698
IFP Advisors
Florida
$603K -$407K -6,849 -41%
HKIM
699
Hayek Kallen Investment Management
Alabama
$601K -$11.9K -200 -2%
IFWM
700
Institute for Wealth Management
Colorado
$598K +$40.2K +676 +7%