D icon

Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
NAMNJ
1026
NorthStar Asset Management (New Jersey)
New Jersey
$229K -$10.3K -181 -4%
SQA
1027
Simon Quick Advisors
New Jersey
$229K +$10.5K +184 +5%
GIP
1028
Greatmark Investment Partners
Georgia
$229K -$5.71K -100 -2%
AF
1029
Advisornet Financial
Minnesota
$229K -$6.85K -120 -3%
HWMO
1030
Heritage Wealth Management (Ohio)
Ohio
$228K – – –
NPFS
1031
Novak & Powell Financial Services
Florida
$227K +$1.88K +33 +0.8%
ONST
1032
Old North State Trust
North Carolina
$227K +$7.13K +125 +3%
CFS
1033
Commonwealth Financial Services
West Virginia
$227K -$57.9K -1,015 -19%
AWAP
1034
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$226K – – –
PFA
1035
Pure Financial Advisors
California
$226K +$239K +4,197 New
NAS
1036
Nicolet Advisory Services
Wisconsin
$226K +$241K +4,228 New
HBS
1037
Howard Bailey Securities
Indiana
$226K -$570 -10 -0.2%
BCM
1038
Boltwood Capital Management
California
$225K -$4.28K -75 -2%
PWA
1039
Provenance Wealth Advisors
Florida
$225K – – –
CWM
1040
Cahaba Wealth Management
Georgia
$225K +$2.62K +46 +1%
WPW
1041
Waldron Private Wealth
Pennsylvania
$224K -$3.19K -56 -1%
IFWM
1042
Institute for Wealth Management
Colorado
$222K – – –
SIC
1043
Sterling Investment Counsel
New York
$221K – – –
BFS
1044
Bard Financial Services
Connecticut
$221K -$337K -5,900 -59%
MPWT
1045
MassMutual Private Wealth & Trust
Connecticut
$221K +$14.7K +258 +7%
FOFP
1046
Fee-Only Financial Planning
South Carolina
$219K – – –
ClearBridge Investments
1047
ClearBridge Investments
New York
$219K -$61.4K -1,077 -21%
GJIA
1048
Glass Jacobson Investment Advisors
Maryland
$218K – – –
LA
1049
Legacy Advisors
Pennsylvania
$218K +$27.4K +480 +13%
TP
1050
Tranquility Partners
Tennessee
$217K -$129K -2,262 -36%