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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
1001
Money Concepts Capital
Florida
$280K +$45.5K +737 +19%
EPW
1002
Evolve Private Wealth
California
$279K +$23.6K +382 +9%
CWA
1003
CJM Wealth Advisers
Virginia
$279K +$13.7K +221 +5%
ACM
1004
Altrius Capital Management
North Carolina
$279K – – –
CM
1005
Capital Management
Virginia
$278K -$79.6K -1,289 -22%
SWGC
1006
Summit Wealth Group (Colorado)
Colorado
$278K +$13K +210 +5%
MIM
1007
Morningstar Investment Management
Illinois
$278K – – –
ES
1008
Eagle Strategies
New York
$277K +$556 +9 +0.2%
CWM
1009
Cahaba Wealth Management
Georgia
$277K +$7.66K +124 +3%
AP
1010
Aspect Partners
Virginia
$277K – – –
TCWA
1011
Turtle Creek Wealth Advisors
Texas
$276K -$2.04K -33 -0.7%
PNC
1012
Park National Corp
Ohio
$275K +$31.9K +517 +13%
RCA
1013
Resonant Capital Advisors
Wisconsin
$275K +$9.51K +154 +4%
LWA
1014
Lantern Wealth Advisors
New York
$275K -$247K -4,000 -47%
CPA
1015
Capital Performance Advisors
California
$273K -$8.09K -131 -3%
SCM
1016
SCS Capital Management
Massachusetts
$272K -$6.38M -103,336 -96%
FDW
1017
Fourth Dimension Wealth
Ohio
$272K +$216K +3,494 +387%
ESB
1018
Essex Savings Bank
Connecticut
$271K – – –
FOFP
1019
Fee-Only Financial Planning
South Carolina
$271K +$20.1K +325 +8%
FZCM
1020
Flynn Zito Capital Management
New York
$271K +$4.32K +70 +2%
TWIM
1021
TIAA Wealth Investment Management
New York
$270K +$269K +4,361 New
RAM
1022
Riggs Asset Management
Pennsylvania
$267K +$267K +4,326 New
SHFP
1023
Second Half Financial Partners
Florida
$267K -$9.88K -160 -4%
Luther King Capital Management (LKCM)
1024
Luther King Capital Management (LKCM)
Texas
$267K +$15.9K +258 +6%
NPFS
1025
Novak & Powell Financial Services
Florida
$267K +$1.98K +32 +0.7%