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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
976
Focused Wealth Management
New York
$25K
TCA
977
Tortoise Capital Advisors
Kansas
$25K +$303 +4 +1%
LWM
978
LBA Wealth Management
Florida
$25K +$378 +5 +2%
HR
979
Howe & Rusling
New York
$23K -$2.65K -35 -10%
LF
980
Lee Financial
Texas
$22K
TFO
981
Tarbox Family Office
California
$22K
DIA
982
Davidson Investment Advisors
Montana
$21K
FDCDDQ
983
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K +$20.1K +266 New
MWM
984
MinichMacGregor Wealth Management
New York
$20K -$1.89K -25 -9%
PFBT
985
Parkside Financial Bank & Trust
Missouri
$18K -$59K -780 -77%
JWA
986
JFS Wealth Advisors
Pennsylvania
$18K
PO
987
Private Ocean
California
$18K
PFGIA
988
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$1.36K +18 +9%
MIFH
989
Migdal Insurance & Financial Holdings
Israel
$17K +$7.94K +105 +91%
BWP
990
Baldwin Wealth Partners
Massachusetts
$17K +$12K +159 +289%
FPB
991
First PREMIER Bank
South Dakota
$16K
ST
992
Somerset Trust
Pennsylvania
$16K
WOC
993
West Oak Capital
California
$15.5K -$44.6K -590 -75%
TIM
994
Tortoise Investment Management
New York
$14K +$2.42K +32 +22%
PCP
995
Proficio Capital Partners
Massachusetts
$13K +$5.98K +79 +95%
GWS
996
Glassman Wealth Services
Virginia
$12K
MSFP
997
Mark Sheptoff Financial Planning
Connecticut
$12K +$76 +1 +0.7%
BL
998
Balentine LLC
Georgia
$10K -$26.9K -356 -74%
LWA
999
Lowe Wealth Advisors
Maryland
$10K
MCM
1000
MV Capital Management
Maryland
$10K