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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DAC
951
Dividend Assets Capital
South Carolina
$296K – – –
CA
952
Continuum Advisory
Idaho
$295K +$33.6K +566 +13%
WFA
953
WJ Financial Advisors
Connecticut
$295K +$287K +4,825 New
WAM
954
Wolverine Asset Management
Illinois
$294K – – –
DT
955
Diversified Trust
Tennessee
$293K +$28.4K +477 +11%
WT
956
Whittier Trust
California
$293K -$5.77K -97 -2%
MYIA
957
Mount Yale Investment Advisors
Colorado
$292K +$242K +4,079 +591%
IPAM
958
Investment Partners Asset Management
New Jersey
$289K – – –
PIM
959
Penobscot Investment Management
Massachusetts
$289K +$59.4K +1,000 +27%
SCM
960
Shelton Capital Management
Colorado
$288K – – –
AC
961
AXQ Capital
New Jersey
$288K +$279K +4,701 New
CH
962
Canton Hathaway
Rhode Island
$287K +$226K +3,800 +422%
NAS
963
Nicolet Advisory Services
Wisconsin
$287K +$5.88K +99 +2%
ACI
964
Alpha Cubed Investments
California
$287K -$6.6K -111 -2%
PP
965
PDS Planning
Ohio
$286K +$8.86K +149 +3%
VCM
966
Violich Capital Management
California
$285K – – –
CMI
967
Clare Market Investments
Texas
$284K +$1.25K +21 +0.5%
First Eagle Investment Management
968
First Eagle Investment Management
New York
$283K +$2.14K +36 +0.8%
MF
969
Meridian Financial
Massachusetts
$283K +$2.08K +35 +0.8%
VNIM
970
Vaughan Nelson Investment Management
Texas
$281K – – –
PWM
971
Pines Wealth Management
North Carolina
$281K +$37.9K +637 +16%
CCA
972
Checchi Capital Advisers
California
$281K -$22.1K -371 -7%
RCAG
973
Rehmann Capital Advisory Group
Michigan
$280K +$2.26K +38 +0.8%
KC
974
Kinloch Capital
Virginia
$280K -$9.81K -165 -3%
TPI
975
Trust Point Inc
Wisconsin
$279K +$32.8K +552 +14%