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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
VC
1001
Vicus Capital
Pennsylvania
$291K +$287K +3,761 New
NRS
1002
Neville Rodie & Shaw
New York
$289K -$99.1K -1,300 -26%
VAS
1003
Vestmark Advisory Solutions
Massachusetts
$289K +$34.1K +447 +14%
AFM
1004
Abbot Financial Management
Massachusetts
$288K
SMFS
1005
Squar Milner Financial Services
California
$288K +$20.1K +264 +8%
LWM
1006
Liberty Wealth Management
California
$288K +$86.3K +1,132 +44%
PAS
1007
Partnervest Advisory Services
California
$286K -$3.89K -51 -1%
SCM
1008
Snow Capital Management
Pennsylvania
$286K -$762 -10 -0.3%
NFG
1009
Nadler Financial Group
Illinois
$286K
BFO
1010
Biltmore Family Office
North Carolina
$284K
QCM
1011
Quest Capital Management
Texas
$284K +$29.3K +384 +12%
RA
1012
Rational Advisors
New York
$283K +$24.3K +319 +10%
Tudor Investment Corp
1013
Tudor Investment Corp
Connecticut
$283K +$279K +3,663 New
TWA
1014
TCI Wealth Advisors
Arizona
$282K -$46.8K -614 -14%
CA
1015
Clearstead Advisors
Ohio
$282K -$7.32K -96 -3%
QCG
1016
Quadrant Capital Group
Ohio
$282K +$110K +1,442 +61%
PAM
1017
Private Asset Management
California
$281K
SWA
1018
Stratos Wealth Advisors
Ohio
$281K +$457 +6 +0.2%
ATC
1019
Adirondack Trust Company
New York
$280K
WA
1020
WealthTrust Axiom
Pennsylvania
$277K -$17.9K -235 -6%
QCM
1021
Quantinno Capital Management
New York
$276K -$215K -2,815 -44%
BBNA
1022
Bremer Bank National Association
Minnesota
$276K -$94.3K -1,238 -26%
Luther King Capital Management (LKCM)
1023
Luther King Capital Management (LKCM)
Texas
$276K
TWM
1024
Torch Wealth Management
Ohio
$274K -$11.4K -149 -4%
BCM
1025
Birmingham Capital Management
Alabama
$274K