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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IA
901
IFC Advisors
California
$318K +$337K +5,901 New
ST
902
Smithfield Trust
Pennsylvania
$317K
LSAG
903
Lake Street Advisors Group
New Hampshire
$316K +$23K +404 +7%
WQ
904
Wealth Quarterback
New Jersey
$316K +$112K +1,967 +51%
CGL
905
Clarius Group LLC
Washington
$315K -$7.64K -134 -2%
NB
906
Northwest Bancshares
Pennsylvania
$314K -$2.34K -41 -0.7%
DAS
907
Dynamic Advisor Solutions
Arizona
$314K -$6.16K -108 -2%
LC
908
LCNB Corp
Ohio
$314K
OFP
909
OLIO Financial Planning
Virginia
$314K +$8.67K +152 +3%
IB
910
Intrust Bank
Kansas
$314K -$233K -4,093 -41%
LGG
911
Luts & Greenleigh Group
Maryland
$313K +$2.23K +39 +0.7%
WAM
912
Walker Asset Management
Missouri
$313K +$50.7K +889 +18%
LWA
913
Lantern Wealth Advisors
New York
$311K +$9.36K +164 +3%
CPIG
914
Chicago Partners Investment Group
Illinois
$311K -$14K -246 -4%
FNBTCON
915
First National Bank & Trust Co of Newtown
Pennsylvania
$310K
AL
916
Aspiriant LLC
California
$309K -$342 -6 -0.1%
SW
917
Simplicity Wealth
New Jersey
$306K +$97.7K +1,712 +43%
SW
918
SVB Wealth
Massachusetts
$306K +$324K +5,683 New
CI Investments Inc
919
CI Investments Inc
Ontario, Canada
$304K +$60K +1,052 +23%
FFA
920
Farther Finance Advisors
California
$303K -$21K -368 -6%
MMA
921
Miracle Mile Advisors
California
$302K -$687K -12,036 -68%
OPA
922
Old Port Advisors
Maine
$302K -$7.36K -129 -2%
MLL
923
Moody Lynn & Lieberson
Massachusetts
$302K
SSG
924
Summit Securities Group
New York
$302K +$314K +5,500 +5,500%
CAM
925
Cobblestone Asset Management
Virginia
$300K +$456 +8 +0.1%