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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
901
Congress Wealth Management
Massachusetts
$331K +$100K +1,715 +41%
VT
902
Vise Technologies
New York
$328K -$34.1K -583 -9%
AG
903
AIA Group
Hong Kong
$328K -$61.4K -1,049 -15%
DAC
904
Dividend Assets Capital
South Carolina
$328K
SCM
905
Spreng Capital Management
Ohio
$328K -$50.3K -860 -13%
PTC
906
Private Trust Company
Ohio
$327K -$44.1K -754 -11%
TA
907
Tectonic Advisors
Texas
$327K -$404K -6,903 -54%
ACI
908
Alpha Cubed Investments
California
$326K +$342K +5,836 New
QCM
909
Quantinno Capital Management
New York
$326K -$311K -5,316 -48%
OIA
910
OneDigital Investment Advisors
Kansas
$324K +$13.2K +225 +4%
CD
911
Chapin Davis
Maryland
$323K
RBC
912
Romano Brothers & Co
Illinois
$323K
BWFA
913
Baltimore-Washington Financial Advisors
Maryland
$322K +$14.9K +254 +5%
BWM
914
Birchcreek Wealth Management
Ohio
$322K
WPW
915
Waldron Private Wealth
Pennsylvania
$321K -$13.3K -228 -4%
NP
916
NorthRock Partners
Minnesota
$320K +$335K +5,726 New
ZIC
917
ZWJ Investment Counsel
Georgia
$318K
FFIC
918
First Fiduciary Investment Counsel
Ohio
$318K
CW
919
CreativeOne Wealth
Kansas
$317K +$48K +821 +17%
FFP
920
FourThought Financial Partners
Florida
$316K -$9.89K -169 -3%
WC
921
Waterloo Capital
Texas
$316K +$331K +5,650 New
MLL
922
Moody Lynn & Lieberson
Massachusetts
$313K -$468 -8 -0.1%
MAM
923
Mystic Asset Management
Rhode Island
$312K
SP
924
Symmetry Partners
Connecticut
$311K
PP
925
Paloma Partners
Connecticut
$310K -$1.16M -19,874 -78%