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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
851
Riverview Trust Company
Washington
$606K -$26K -318 -4%
WC
852
Westhampton Capital
North Carolina
$601K -$106K -1,300 -15%
PFM
853
Parsec Financial Management
North Carolina
$601K +$163 +2 +0%
APC
854
Aspire Private Capital
North Carolina
$600K -$13.3K -163 -2%
CCIM
855
Chapwood Capital Investment Management
Texas
$598K +$590K +7,218 New
EH
856
Equitable Holdings
New York
$597K +$589K +7,206 New
DWM
857
Doyle Wealth Management
Florida
$596K +$735 +9 +0.1%
CIM
858
CIM Investment Management
Pennsylvania
$594K – – –
CT
859
Coastline Trust
Rhode Island
$594K – – –
HS
860
Haafor (Singapore)
Singapore
$593K +$585K +7,156 New
IIA
861
ICW Investment Advisors
Arizona
$590K +$583K +7,131 New
PI
862
Putnam Investments
Massachusetts
$584K -$27K -331 -4%
AC
863
Alexandria Capital
Virginia
$584K -$11.8K -144 -2%
IB
864
Intrust Bank
Kansas
$580K -$6.86K -84 -1%
SG
865
StoneX Group
New York
$575K -$25K -306 -4%
CGL
866
Clarius Group LLC
Washington
$575K +$99.4K +1,216 +21%
FCFC
867
First Commonwealth Financial Corp
Pennsylvania
$574K – – –
OPS
868
Orion Portfolio Solutions
Nebraska
$570K +$562K +6,877 New
CBU
869
CIBC Bank USA
Illinois
$569K +$3.76K +46 +0.7%
DI
870
DAGCO Inc
Ohio
$567K – – –
CFA
871
CWS Financial Advisors
Michigan
$567K +$560K +6,851 New
FFA
872
First Foundation Advisors
California
$566K -$33.1K -405 -6%
BOTW
873
Bank of the West
California
$566K -$3.43K -42 -0.6%
WAM
874
Wealthspire Advisors (Maryland)
Maryland
$565K +$15.6K +191 +3%
CT
875
Chicago Trust
Illinois
$564K -$24.5K -300 -4%
33 34
35
36 37