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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
701
Park Avenue Securities
New York
$528K +$74.9K +924 +16%
MSS
702
Mitchell Sinkler & Starr
Pennsylvania
$527K
PTC
703
Private Trust Company
Ohio
$526K -$103K -1,277 -16%
CA
704
Cornerstone Advisory
Maryland
$526K -$3.81K -47 -0.7%
WT
705
Whittier Trust
California
$526K +$8.26K +102 +2%
CAM
706
Cypress Asset Management
Texas
$525K -$40.5K -500 -7%
IH
707
IFC Holdings
Florida
$524K -$58.1K -717 -10%
NSIM
708
North Star Investment Management
Illinois
$522K
AW
709
ACG Wealth
Georgia
$520K -$118K -1,454 -18%
LFA
710
Legacy Financial Advisors
Kentucky
$519K +$519K +6,409 New
DY
711
Dowling & Yahnke
California
$516K
KIC
712
Keating Investment Counselors
Florida
$515K -$16.2K -200 -3%
BUB
713
BBVA USA Bancshares
Texas
$515K +$204K +2,512 +65%
EWM
714
Evermay Wealth Management
Virginia
$514K +$299K +3,694 +139%
AB
715
AT Bancorp
Iowa
$511K
IB
716
Intrust Bank
Kansas
$510K +$82.1K +1,014 +19%
PHK
717
Point72 Hong Kong
Hong Kong
$510K +$448K +5,534 +727%
CIBC World Market
718
CIBC World Market
Ontario, Canada
$503K +$503K +6,206 New
PVWM
719
Point View Wealth Management
New Jersey
$501K
Cerity Partners
720
Cerity Partners
New York
$498K +$95K +1,173 +24%
CCM
721
Carderock Capital Management
Maryland
$497K -$99.1K -1,223 -17%
MC
722
Middleton & Co
Massachusetts
$496K
Members Trust
723
Members Trust
Florida
$495K
OIA
724
OneDigital Investment Advisors
Kansas
$490K +$17.5K +216 +4%
CSIC
725
Clifford Swan Investment Counsel
California
$490K +$162K +2,000 +49%