We are live on ! Find out more
D icon

Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1151
Private Asset Management
California
$248K -$39.3K -500 -14%
ZIM
1152
Zacks Investment Management
Illinois
$247K +$4.63K +59 +2%
WP
1153
WealthShield Partners
North Carolina
$247K +$32K +407 +15%
PCM
1154
Pennsylvania Capital Management
Pennsylvania
$247K +$242K +3,081 New
FC
1155
FORA Capital
Florida
$246K -$771K -9,817 -76%
NICM
1156
Neo Ivy Capital Management
New York
$245K +$244K +3,107 New
CPA
1157
Court Place Advisors
Maryland
$244K -$182K -2,314 -43%
OIA
1158
OneDigital Investment Advisors
Kansas
$243K +$242K +3,084 New
SWMG
1159
Strategic Wealth Management Group
Maryland
$242K – – –
HWA
1160
HCR Wealth Advisors
California
$241K -$8.96K -114 -4%
LFG
1161
LifePlan Financial Group
Ohio
$240K -$186K -2,367 -44%
SIAP
1162
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$240K -$82.2K -1,046 -26%
HIIFS
1163
Harel Insurance Investments & Financial Services
Israel
$240K +$239K +3,042 New
GWAG
1164
Garrett Wealth Advisory Group
Texas
$239K +$1.57K +20 +0.7%
P
1165
Pitcairn
Pennsylvania
$238K -$75K -955 -24%
RCWMU
1166
Rothschild & Co Wealth Management (UK)
United Kingdom
$238K – – –
PWM
1167
Perigon Wealth Management
California
$237K +$21K +267 +10%
PP
1168
PDS Planning
Ohio
$237K +$21.8K +277 +10%
SM
1169
SG3 Management
Puerto Rico
$237K +$236K +3,000 New
HC
1170
Henshaw Capital
Massachusetts
$236K +$235K +2,996 New
RWB
1171
RMR Wealth Builders
New Jersey
$236K +$227K +2,896 +3,081%
MWPCG
1172
Measured Wealth Private Client Group
New Hampshire
$235K -$27.4K -349 -10%
AA
1173
Apriem Advisors
California
$235K +$234K +2,977 New
VC
1174
Vicus Capital
Pennsylvania
$234K +$29.4K +374 +14%
TNA
1175
True North Advisors
Texas
$233K – – –
45 46
47
48 49