D icon

Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1026
Armstrong Fleming & Moore
District of Columbia
$248K +$18.5K +312 +8%
SFS
1027
Sharp Financial Services
Pennsylvania
$248K -$388K -6,525 -62%
IFS
1028
Ifrah Financial Services
Arkansas
$248K -$951 -16 -0.4%
MA
1029
MKT Advisors
California
$245K -$23.8K -400 -9%
LAM
1030
L2 Asset Management
Massachusetts
$245K +$11.1K +186 +5%
CAIMH
1031
Central Asset Investments & Management Holdings
Hong Kong
$245K +$238K +4,000 New
AW
1032
Alteri Wealth
California
$244K +$237K +3,990 New
FBB
1033
Fulton Breakefield Broenniman
Maryland
$244K +$237K +3,987 New
AIM
1034
Athena Investment Management
California
$243K -$476 -8 -0.2%
TF
1035
Tompkins Financial
New York
$243K – – –
GWSG
1036
GPS Wealth Strategies Group
Colorado
$243K +$186K +3,121 +370%
CTA
1037
Colonial Trust Advisors
South Carolina
$242K -$29.7K -500 -11%
BI
1038
Ballast Inc
Kentucky
$241K – – –
ST
1039
Somerset Trust
Pennsylvania
$241K +$1.9K +32 +0.8%
DBRC
1040
D.B. Root & Company
Pennsylvania
$240K -$4.46K -75 -2%
BONH
1041
Bank of New Hampshire
New Hampshire
$240K – – –
AIA
1042
Armor Investment Advisors
North Carolina
$239K +$6K +101 +3%
LWL
1043
Leo Wealth LLC
Texas
$239K +$2.79K +47 +1%
WF
1044
Welch & Forbes
Massachusetts
$237K – – –
BFO
1045
Boston Family Office
Massachusetts
$236K – – –
MCA
1046
MSH Capital Advisors
Arizona
$236K -$22.3K -375 -9%
AFP
1047
Ausdal Financial Partners
Iowa
$235K +$229K +3,847 New
ONST
1048
Old North State Trust
North Carolina
$235K -$8.68K -146 -4%
NSIM
1049
North Star Investment Management
Illinois
$235K – – –
BTC
1050
Bank & Trust Company
Illinois
$234K – – –
40 41
42
43 44