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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MC
1001
Middleton & Co
Massachusetts
$404K
CCFP
1002
Charles Carroll Financial Partners
Massachusetts
$404K +$153K +1,900 +67%
ATC
1003
Adirondack Trust Company
New York
$403K +$65.1K +810 +21%
SIC
1004
SFE Investment Counsel
California
$402K
GIA
1005
Gateway Investment Advisers
Ohio
$401K -$201K -2,499 -35%
E
1006
Ergoteles
New York
$401K +$11.7K +146 +3%
CS
1007
Comerica Securities
Michigan
$401K +$121K +1,510 +47%
SVWAG
1008
Sound View Wealth Advisors Group
Georgia
$400K +$4.9K +61 +1%
IFG
1009
Independent Financial Group
California
$400K -$16.4K -204 -4%
MAM
1010
Marotta Asset Management
Virginia
$399K -$38.5K -479 -9%
MRCM
1011
M&R Capital Management
New Jersey
$399K
ACM
1012
Aquatic Capital Management
Illinois
$399K +$377K +4,700 New
CRIG
1013
Charter Research & Investment Group
Connecticut
$397K
ACP
1014
Ashfield Capital Partners
California
$396K
GWM
1015
GDS Wealth Management
Texas
$395K -$1.53K -19 -0.4%
NFG
1016
Nadler Financial Group
Illinois
$395K
GAM
1017
Gotham Asset Management
New York
$393K -$5.21M -64,918 -93%
SC
1018
Scotia Capital
Ontario, Canada
$393K -$75.3K -938 -17%
BW
1019
Bison Wealth
Georgia
$393K +$18.9K +235 +5%
NL
1020
NWAM LLC
Washington
$393K +$127K +1,579 +52%
ECM
1021
Evergreen Capital Management
Washington
$391K +$18.3K +228 +5%
SP
1022
Symmetry Partners
Connecticut
$390K +$107K +1,336 +41%
HFS
1023
Hantz Financial Services
Michigan
$387K +$366K +4,553 New
WTA
1024
Washington Trust Advisors
Massachusetts
$384K
KPW
1025
Kore Private Wealth
New York
$384K +$7.95K +99 +2%