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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1051
Physician Wealth Advisors
Utah
$223K +$1.16K +21 +0.5%
BWP
1052
Balboa Wealth Partners
Arizona
$223K +$219K +3,984 New
Chicago Partners Investment Group
1053
Chicago Partners Investment Group
Illinois
$223K -$90.2K -1,640 -29%
ES
1054
Eagle Strategies
New York
$223K +$11.6K +210 +6%
Forum Financial Management
1055
Forum Financial Management
Illinois
$222K -$550 -10 -0.3%
HBWM
1056
Hollow Brook Wealth Management
New York
$221K – – –
AIA
1057
Armor Investment Advisors
North Carolina
$221K +$217K +3,947 New
Ferguson Wellman Capital Management
1058
Ferguson Wellman Capital Management
Oregon
$221K +$217K +3,946 New
First Eagle Investment Management
1059
First Eagle Investment Management
New York
$221K +$79.4K +1,443 +58%
BI
1060
Ballast Inc
Kentucky
$221K – – –
SC
1061
Searle & Co
Connecticut
$221K – – –
KP
1062
Keel Point
Alabama
$220K +$216K +3,926 New
PA
1063
Prossimo Advisors
California
$220K +$216K +3,932 New
Summit Financial
1064
Summit Financial
New Jersey
$220K +$216K +3,921 New
SBIA
1065
Sheaff Brock Investment Advisors
Indiana
$220K +$215K +3,915 New
CreativeOne Wealth
1066
CreativeOne Wealth
Kansas
$219K +$215K +3,905 New
NFSG
1067
Newbridge Financial Services Group
Florida
$219K -$140K -2,542 -39%
GJIA
1068
Glass Jacobson Investment Advisors
Maryland
$218K – – –
Welch & Forbes
1069
Welch & Forbes
Massachusetts
$217K -$5.5K -100 -3%
CA
1070
Continuum Advisory
Idaho
$217K -$1.1K -20 -0.5%
BFO
1071
Boston Family Office
Massachusetts
$216K – – –
Bogart Wealth LLC
1072
Bogart Wealth LLC
Virginia
$216K -$385 -7 -0.2%
Sapient Capital
1073
Sapient Capital
Indiana
$216K -$7.54K -137 -3%
CD
1074
Chapin Davis
Maryland
$215K -$13.8K -251 -6%
NSIM
1075
North Star Investment Management
Illinois
$215K – – –