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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1026
Physician Wealth Advisors
Utah
$228K +$216K +3,960 New
WQ
1027
Wealth Quarterback
New Jersey
$225K -$12.9K -236 -6%
PWM
1028
Perigon Wealth Management
California
$224K +$212K +3,880 New
SFS
1029
Stiles Financial Services
Minnesota
$224K +$212K +3,876 New
AC
1030
Avestar Capital
New York
$224K +$212K +3,875 New
HTIM
1031
Harbour Trust & Investment Management
Indiana
$224K -$39.4K -722 -16%
NSIM
1032
North Star Investment Management
Illinois
$224K +$1.97K +36 +0.9%
NPPM
1033
North Point Portfolio Managers
Ohio
$222K +$210K +3,850 New
FFM
1034
Forum Financial Management
Illinois
$222K +$210K +3,845 New
DJYG
1035
David J. Yvars Group
Florida
$222K -$16.3K -298 -7%
MPWT
1036
MassMutual Private Wealth & Trust
Connecticut
$222K -$7.98K -146 -4%
BFO
1037
Boston Family Office
Massachusetts
$222K +$210K +3,850 New
TWM
1038
Trueblood Wealth Management
Ohio
$222K +$210K +3,840 New
SC
1039
Sapient Capital
Indiana
$222K +$210K +3,838 New
TF
1040
Tompkins Financial
New York
$220K +$4.92K +90 +2%
NC
1041
nVerses Capital
Florida
$220K +$208K +3,800 New
IFG
1042
Independent Financial Group
California
$220K -$68.9K -1,262 -25%
PWLP
1043
Prio Wealth Limited Partnership
Massachusetts
$220K +$208K +3,799 New
PPC
1044
Park Place Capital
Alabama
$219K -$316K -5,785 -60%
PA
1045
Probity Advisors
Texas
$218K +$206K +3,774 New
BLC
1046
Brown, Lisle/Cummings
Rhode Island
$218K – – –
CC
1047
Chicago Capital
Illinois
$217K +$205K +3,759 New
SB
1048
Strategic Blueprint
Georgia
$217K +$205K +3,759 New
FCCM
1049
First City Capital Management
Georgia
$217K +$205K +3,752 New
ET
1050
Equitable Trust
Tennessee
$216K +$204K +3,740 New
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