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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1001
Migdal Insurance & Financial Holdings
Israel
$22K +$4.36K +56 +25%
WWM
1002
Willingdon Wealth Management
North Carolina
$22K +$22.6K +290 New
MWM
1003
MinichMacGregor Wealth Management
New York
$20K
HCA
1004
Horan Capital Advisors
Ohio
$20K +$20.7K +266 New
FDCDDQ
1005
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18K
JWA
1006
JFS Wealth Advisors
Pennsylvania
$18K
PO
1007
Private Ocean
California
$18K
PFGIA
1008
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$78 +1 +0.4%
FPB
1009
First PREMIER Bank
South Dakota
$15K
HR
1010
Howe & Rusling
New York
$15K
ST
1011
Somerset Trust
Pennsylvania
$15K
RIA
1012
RPG Investment Advisory
California
$15K +$14.8K +190 New
TIM
1013
Tortoise Investment Management
New York
$14K
GWS
1014
Glassman Wealth Services
Virginia
$12K
MSFP
1015
Mark Sheptoff Financial Planning
Connecticut
$12K
PCP
1016
Proficio Capital Partners
Massachusetts
$12K
KPCM
1017
Kings Point Capital Management
New York
$11K +$10.8K +139 New
LWA
1018
Lowe Wealth Advisors
Maryland
$10K
MCM
1019
MV Capital Management
Maryland
$10K
BL
1020
Balentine LLC
Georgia
$9K -$855 -11 -9%
LF
1021
Lee Financial
Texas
$8K -$14.6K -188 -66%
HS
1022
Horan Securities
United States
$8K
JCM
1023
Jacobi Capital Management
Pennsylvania
$8K +$7.93K +102 New
DBT
1024
Dubuque Bank & Trust
Iowa
$7K -$233 -3 -3%
GBBWRPM
1025
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K