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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1026
Realta Investment Advisors
Delaware
$335K +$95.9K +1,243 +38%
WI
1027
WrapManager Inc
California
$332K +$1.47K +19 +0.4%
WB
1028
Webster Bank
Connecticut
$331K -$9.26K -120 -3%
SIM
1029
Sadoff Investment Management
Wisconsin
$331K
RF
1030
Rollins Financial
Georgia
$331K +$347K +4,494 New
KPW
1031
Kore Private Wealth
New York
$330K -$45.8K -594 -12%
LSAG
1032
Lake Street Advisors Group
New Hampshire
$329K +$10.8K +140 +3%
HAS
1033
HBW Advisory Services
California
$328K -$9.8K -127 -3%
VAS
1034
Vestmark Advisory Solutions
Massachusetts
$327K +$8.57K +111 +3%
AIS
1035
AM Investment Strategies
Tennessee
$324K -$18.4K -238 -5%
BIM
1036
Baldwin Investment Management
Pennsylvania
$324K -$7.72K -100 -2%
RHDIC
1037
R.H. Dinel Investment Counsel
California
$324K
HC
1038
Henshaw Capital
Massachusetts
$323K
AFG
1039
Allegheny Financial Group
Pennsylvania
$323K -$22K -285 -6%
GAG
1040
GM Advisory Group
New York
$322K -$27K -350 -7%
FWP
1041
Firethorn Wealth Partners
Georgia
$322K +$2.39K +31 +0.7%
BCM
1042
Bayesian Capital Management
New York
$322K +$338K +4,383 New
PA
1043
Probity Advisors
Texas
$314K
PCIA
1044
Prime Capital Investment Advisors
Kansas
$314K +$330K +4,272 New
IIM
1045
Ipswich Investment Management
Massachusetts
$313K
ACP
1046
Ashfield Capital Partners
California
$312K
Dodge & Cox
1047
Dodge & Cox
California
$310K -$23.2K -300 -7%
MCWS
1048
McKinley Carter Wealth Services
West Virginia
$309K
PWM
1049
Perigon Wealth Management
California
$307K +$30.6K +397 +11%
DI
1050
DAGCO Inc
Ohio
$306K -$83K -1,075 -21%