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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IPA
1026
Investment Planning Advisors
Georgia
$307K +$293K +4,499 New
CAM
1027
Cobblestone Asset Management
Virginia
$307K -$17K -261 -5%
AP
1028
Aspect Partners
Virginia
$306K
SCM
1029
Shelton Capital Management
Colorado
$303K -$16.9K -260 -6%
FZCM
1030
Flynn Zito Capital Management
New York
$301K +$1.95K +30 +0.7%
AGM
1031
Alpine Global Management
New York
$301K +$286K +4,402 New
ESB
1032
Essex Savings Bank
Connecticut
$298K -$1.43K -22 -0.5%
DBRC
1033
D.B. Root & Company
Pennsylvania
$298K +$9.88K +152 +4%
WRPWM
1034
Werba Rubin Papier Wealth Management
California
$297K +$282K +4,344 New
NPFS
1035
Novak & Powell Financial Services
Florida
$296K +$1.82K +28 +0.6%
CWA
1036
CJM Wealth Advisers
Virginia
$296K -$11.8K -181 -4%
SHFP
1037
Second Half Financial Partners
Florida
$295K
MWM
1038
Mission Wealth Management
California
$295K +$280K +4,313 New
MTCM
1039
Mint Tower Capital Management
Netherlands
$294K +$280K +4,311 New
FNBTCON
1040
First National Bank & Trust Co of Newtown
Pennsylvania
$294K -$88.6K -1,363 -24%
CNB
1041
Camden National Bank
Maine
$293K
EPW
1042
Evolve Private Wealth
California
$293K -$14.3K -220 -5%
NAM
1043
NorthCrest Asset Manangement
Minnesota
$293K +$275K +4,224 New
PP
1044
PDS Planning
Ohio
$293K +$2.41K +37 +0.9%
FOFP
1045
Fee-Only Financial Planning
South Carolina
$293K -$6.5K -100 -2%
TPI
1046
Trust Point Inc
Wisconsin
$293K -$30.2K -465 -10%
HFS
1047
Howard Financial Services
Texas
$291K +$17K +262 +7%
SIC
1048
Sterling Investment Counsel
New York
$291K
Luther King Capital Management (LKCM)
1049
Luther King Capital Management (LKCM)
Texas
$290K -$4.55K -70 -2%
GA
1050
Goldstein Advisors
Wisconsin
$290K +$53.5K +823 +24%