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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
TC
901
Truvestments Capital
Florida
$510K -$35.3K -439 -7%
SG
902
StoneX Group
New York
$510K -$41K -511 -8%
FIM
903
Freedom Investment Management
Connecticut
$507K +$247K +3,079 +107%
ACP
904
Aveo Capital Partners
Colorado
$505K +$13.5K +168 +3%
AIA
905
Arbor Investment Advisors
North Carolina
$505K +$72.3K +900 +18%
HC
906
Hoese & Co
Minnesota
$504K -$47.4K -590 -9%
LFA
907
Legacy Financial Advisors
Kentucky
$504K +$8.27K +103 +2%
DY
908
Dowling & Yahnke
California
$503K +$24.1K +300 +5%
FPIS
909
Financial Planning & Information Services
Wisconsin
$500K -$50.7K -631 -10%
FEM
910
Fulcrum Equity Management
Texas
$498K +$4.42K +55 +0.9%
FCCM
911
First City Capital Management
Georgia
$498K +$16.2K +202 +4%
FHA
912
First Horizon Advisors
Tennessee
$497K -$188K -2,342 -29%
CWAG
913
Compton Wealth Advisory Group
Virginia
$497K +$241 +3 +0.1%
LCM
914
Laurion Capital Management
New York
$497K +$470K +5,852 New
AA
915
Apriem Advisors
California
$496K +$56.2K +700 +14%
LWCFA
916
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$495K
BWM
917
Birchcreek Wealth Management
Ohio
$489K
KFGK
918
Keystone Financial Group (Kentucky)
Kentucky
$488K +$3.05K +38 +0.7%
ST
919
Spinnaker Trust
Maine
$488K +$13.7K +170 +3%
FG
920
Fiduciary Group
Georgia
$485K -$321 -4 -0.1%
RIA
921
Realta Investment Advisors
Delaware
$484K +$23.1K +288 +5%
Verition Fund Management
922
Verition Fund Management
Connecticut
$482K -$252K -3,136 -36%
CGL
923
Clarius Group LLC
Washington
$481K
MYIA
924
Mount Yale Investment Advisors
Colorado
$481K +$18.1K +225 +4%
CC
925
Chicago Capital
Illinois
$479K