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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
1026
Heritage Wealth Management (Ohio)
Ohio
$237K – – –
BS
1027
Banco Santander
Spain
$237K +$24.8K +451 +12%
MCA
1028
MSH Capital Advisors
Arizona
$237K +$232K +4,225 New
NAMNJ
1029
NorthStar Asset Management (New Jersey)
New Jersey
$237K -$1.87K -34 -0.8%
CFS
1030
Commonwealth Financial Services
West Virginia
$236K +$385 +7 +0.2%
IIC
1031
Integrated Investment Consultants
Michigan
$236K +$232K +4,211 New
DJYG
1032
David J. Yvars Group
Florida
$236K -$4.79K -87 -2%
HBS
1033
Howard Bailey Securities
Indiana
$235K – – –
BCM
1034
Boltwood Capital Management
California
$235K – – –
ClearBridge Investments
1035
ClearBridge Investments
New York
$234K +$6.16K +112 +3%
NFG
1036
Nadler Financial Group
Illinois
$232K +$227K +4,132 New
IFWM
1037
Institute for Wealth Management
Colorado
$232K – – –
IFS
1038
Ifrah Financial Services
Arkansas
$230K -$20K -364 -8%
SWA
1039
Sax Wealth Advisors
New Jersey
$229K +$225K +4,092 New
CIBC World Market
1040
CIBC World Market
Ontario, Canada
$229K -$3.81M -69,238 -94%
Luther King Capital Management (LKCM)
1041
Luther King Capital Management (LKCM)
Texas
$228K -$24.5K -446 -10%
FOFP
1042
Fee-Only Financial Planning
South Carolina
$228K – – –
ONST
1043
Old North State Trust
North Carolina
$227K – – –
AWAP
1044
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$227K -$8.25K -150 -4%
TP
1045
Tranquility Partners
Tennessee
$227K +$1.21K +22 +0.5%
I
1046
InceptionR
California
$227K +$222K +4,041 New
CAAM
1047
Cornerstone Advisors Asset Management
Pennsylvania
$226K +$221K +4,024 New
MA
1048
MKT Advisors
California
$225K – – –
GIA
1049
Gateway Investment Advisers
Ohio
$225K +$220K +4,006 New
FCBT
1050
First Citizens Bank & Trust
North Carolina
$224K +$220K +3,996 New