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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
901
Keudell/Morrison Wealth Management
Oregon
$451K +$3.09K +40 +0.7%
CICI
902
Capital Investment Counsel Inc
North Carolina
$451K +$218K +2,830 +86%
MW
903
Marcum Wealth
Ohio
$446K +$14.6K +189 +3%
CFMC
904
Curbstone Financial Management Corp
New Hampshire
$445K
CFS
905
CRA Financial Services
New Jersey
$445K +$24.9K +323 +6%
1IA
906
1834 Investment Advisors
Wisconsin
$444K +$13K +168 +3%
WFI
907
West Family Investments
California
$444K +$466K +6,034 New
JF
908
Jump Financial
Illinois
$441K +$463K +5,999 New
CC
909
Chicago Capital
Illinois
$440K +$35.9K +465 +8%
FHB
910
First Hawaiian Bank
Hawaii
$439K -$29.1K -377 -6%
ACP
911
Aveo Capital Partners
Colorado
$439K +$61K +790 +15%
SAM
912
Summit Asset Management
Tennessee
$438K +$23.2K +300 +5%
RWA
913
Ropes Wealth Advisors
Massachusetts
$434K
QT
914
Quantamental Technologies
New York
$433K +$454K +5,883 New
AMIM
915
Aull & Monroe Investment Management
Alabama
$431K
HIIFS
916
Harel Insurance Investments & Financial Services
Israel
$429K -$71K -920 -34%
LWCFA
917
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$429K -$9.8K -127 -2%
AWM
918
Aevitas Wealth Management
Massachusetts
$428K +$19.8K +257 +5%
DAC
919
Dividend Assets Capital
South Carolina
$427K -$6.17K -80 -1%
KFGK
920
Keystone Financial Group (Kentucky)
Kentucky
$425K -$42.1K -546 -9%
CW
921
CreativeOne Wealth
Kansas
$424K +$17.9K +232 +4%
TCWM
922
Total Clarity Wealth Management
Illinois
$424K +$297K +3,851 +202%
BWM
923
Birchcreek Wealth Management
Ohio
$423K
CIBC World Market
924
CIBC World Market
Ontario, Canada
$421K +$7.1K +92 +2%
FEM
925
Fulcrum Equity Management
Texas
$420K +$3.71K +48 +0.8%