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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AL
1201
Aspiriant LLC
California
$200K +$4.9K +60 +2%
GSWM
1202
Golden State Wealth Management
California
$200K +$226K +2,771 New
AWA
1203
Arkadios Wealth Advisors
Georgia
$199K +$19.3K +236 +9%
BFC
1204
Bedel Financial Consulting
Indiana
$198K
1IA
1205
1834 Investment Advisors
Wisconsin
$181K +$83.5K +1,022 +68%
BCA
1206
Berman Capital Advisors
Georgia
$177K +$43.1K +528 +27%
HR
1207
Howe & Rusling
New York
$176K
HI
1208
Hudock Inc
Pennsylvania
$169K +$5.39K +66 +3%
FWM
1209
Focused Wealth Management
New York
$168K -$7.43K -91 -4%
TFS
1210
TrustCore Financial Services
Tennessee
$168K -$3.43K -42 -2%
SAM
1211
S.A. Mason
Michigan
$166K
Bank Julius Baer & Co
1212
Bank Julius Baer & Co
Switzerland
$166K +$188K +2,299 New
OC
1213
Oakworth Capital
Alabama
$165K -$16.3K -200 -8%
OIA
1214
Optimum Investment Advisors
Illinois
$163K -$55.9K -684 -23%
FMTCOCP
1215
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$162K
CBT
1216
Central Bank & Trust
Kentucky
$161K
Marshall Wace
1217
Marshall Wace
United Kingdom
$161K +$183K +2,236 New
AWM
1218
Atticus Wealth Management
Florida
$160K +$572 +7 +0.3%
LWANC
1219
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K
MIM
1220
Macroview Investment Management
Maryland
$154K
WFMPM
1221
Woodley Farra Manion Portfolio Management
Indiana
$153K -$125K -1,536 -42%
LD
1222
Lipe & Dalton
New York
$147K
CF
1223
Centaurus Financial
California
$144K -$4.57K -56 -3%
QAM
1224
QCI Asset Management
New York
$144K
AF
1225
Allworth Financial
California
$142K -$17.1K -209 -10%