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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
726
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$394K
MHIC
727
Marble Harbor Investment Counsel
Massachusetts
$392K -$19.7K -250 -5%
VIA
728
Vantage Investment Advisors
Pennsylvania
$392K +$42.4K +540 +12%
WF
729
Welch & Forbes
Massachusetts
$390K +$11.6K +148 +3%
GLA
730
Good Life Advisors
Pennsylvania
$390K +$16.2K +206 +4%
CCA
731
Checchi Capital Advisers
California
$389K -$20.5K -261 -5%
OIA
732
OneDigital Investment Advisors
Kansas
$387K +$397K +5,045 New
BJL
733
Brighton Jones LLC
Washington
$387K +$397K +5,047 New
AF
734
Arrow Financial
New York
$386K -$23K -293 -6%
OFW
735
Omnia Family Wealth
Florida
$383K +$1.26K +16 +0.3%
AAC
736
Asset Advisors Corp
Georgia
$380K
EM
737
Excalibur Management
Massachusetts
$379K
IAM
738
Impax Asset Management
New Hampshire
$379K +$39.3K +500 +11%
FMW
739
Farr Miller & Washington
District of Columbia
$375K
LFG
740
LifePlan Financial Group
Ohio
$374K
FPFS
741
First Personal Financial Services
North Carolina
$372K
ACP
742
Ashfield Capital Partners
California
$371K
CIA
743
Choate Investment Advisors
Massachusetts
$370K -$33.4K -425 -8%
SIG
744
Sky Investment Group
Connecticut
$369K
LIM
745
Leavell Investment Management
Alabama
$368K +$19.7K +250 +5%
NWP
746
Northstar Wealth Partners
Connecticut
$365K
PA
747
Parallel Advisors
California
$365K +$102K +1,295 +38%
SIC
748
SFE Investment Counsel
California
$361K -$6.68K -85 -2%
Dodge & Cox
749
Dodge & Cox
California
$361K
ASN
750
Advisory Services Network
Georgia
$358K +$10.1K +128 +3%