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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DLA
926
Douglas Lane & Associates
New York
$238K +$21.3K +263 +10%
CPA
927
Court Place Advisors
Maryland
$237K
CB
928
Cadence Bank
Mississippi
$235K +$234K +2,893 New
II
929
Inspire Investing
Idaho
$235K +$235K +2,899 New
Verition Fund Management
930
Verition Fund Management
Connecticut
$234K -$2.21M -27,256 -90%
KA
931
Kovack Advisors
Florida
$233K +$54.9K +678 +24%
BP
932
Ballentine Partners
Massachusetts
$232K -$32.6K -402 -12%
Fayez Sarofim & Co
933
Fayez Sarofim & Co
Texas
$232K +$10.1K +125 +5%
PCG
934
Private Capital Group
Connecticut
$229K +$5.75K +71 New
BMCM
935
Bryn Mawr Capital Management
Pennsylvania
$228K
MWAC
936
Mariner Wealth Advisors (Cincinnati)
Ohio
$228K +$228K +2,817 New
HWA
937
HCR Wealth Advisors
California
$225K -$6.89K -85 -3%
CRWM
938
Castle Rock Wealth Management
California
$225K +$225K +2,778 New
EFS
939
Essex Financial Services
Connecticut
$221K -$69.7K -860 -24%
WWM
940
Windsor Wealth Management
Indiana
$221K +$221K +2,726 New
YWP
941
YorkBridge Wealth Partners
New York
$219K -$22.1K -273 -9%
RIM
942
Regent Investment Management
Kentucky
$219K
CG
943
Colony Group
Massachusetts
$219K +$219K +2,707 New
CBT
944
Central Bank & Trust
Kentucky
$218K -$84.4K -1,042 -28%
BB
945
Busey Bank
Illinois
$218K +$218K +2,686 New
MWM
946
Modera Wealth Management
New Jersey
$216K -$8.43K -104 -4%
CCA
947
Cobblestone Capital Advisors
New York
$216K +$215K +2,660 New
SWM
948
Segment Wealth Management
Texas
$215K -$80.7K -996 -27%
SP
949
Successful Portfolios
Florida
$215K +$215K +2,650 New
GKWIM
950
Gerber Kawasaki Wealth & Investment Management
California
$215K +$215K +2,653 New