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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
WBWA
1051
William B. Walkup & Associates
South Carolina
$193K – – –
NFSG
1052
Newbridge Financial Services Group
Florida
$189K -$30.6K -558 -14%
GM
1053
GeoWealth Management
Illinois
$188K -$15.2K -278 -8%
CFO
1054
CVA Family Office
Colorado
$188K +$4.16K +76 +2%
FRA
1055
Front Row Advisors
California
$185K – – –
CCAM
1056
Cascades Capital Asset Management
North Carolina
$182K – – –
VIA
1057
Virtus Investment Advisers
Connecticut
$179K +$20.3K +371 +13%
MHR
1058
Matthew Hamilton Rosenberg
$179K +$22.5K +411 +15%
LWCFA
1059
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K -$548 -10 -0.3%
ACA
1060
American Capital Advisory
Idaho
$176K +$109K +1,997 +179%
YDMI
1061
Y.D. More Investments
Israel
$174K +$34.1K +622 +25%
RMC
1062
Resources Management Corp
Connecticut
$173K -$21.9K -400 -12%
SIS
1063
Sound Income Strategies
Florida
$173K +$110 +2 +0.1%
TSMHT
1064
Thurston Springer Miller Herd & Titak
Indiana
$170K +$20.8K +380 +14%
MFC
1065
Mechanics Financial Corp
Ohio
$170K – – –
RFS
1066
Richardson Financial Services
Massachusetts
$163K – – –
M
1067
MOTCO
Texas
$160K +$2.74K +50 +2%
SAM
1068
S.A. Mason
Michigan
$155K +$13.8K +252 +10%
CH
1069
Cromwell Holdings
Wyoming
$152K +$986 +18 +0.7%
CWM
1070
Crowley Wealth Management
Delaware
$150K +$3.83K +70 +3%
HWA
1071
HHM Wealth Advisors
Tennessee
$149K -$5.04K -92 -3%
MSE
1072
MUFG Securities EMEA
United Kingdom
$142K +$138K +2,520 New
MAFA
1073
MJT & Associates Financial Advisory
Minnesota
$141K +$13.7K +250 +11%
BFS
1074
Burkett Financial Services
South Carolina
$138K +$1.59K +29 +1%
BCWM
1075
Bartlett & Co Wealth Management
Ohio
$137K -$55 -1 -0%
41 42
43
44 45