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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1101
Icon Wealth Partners
Texas
$107K -$20.4K -279 -16%
EFSCE
1102
Enterprise Financial Services Corp (EFSC)
Missouri
$107K -$731 -10 -0.7%
KPW
1103
Kore Private Wealth
New York
$107K +$110K +1,500 New
CAM
1104
Cresset Asset Management
Illinois
$103K +$105K +1,439 New
BWA
1105
Burt Wealth Advisors
Maryland
$101K -$20.2K -276 -16%
TCM
1106
Tradewinds Capital Management
Washington
$101K +$1.17K +16 +1%
WCM
1107
Wealthcare Capital Management
Virginia
$99K – – –
CIM
1108
Centersquare Investment Management
Pennsylvania
$99K +$23.4K +320 +30%
SWA
1109
Sutton Wealth Advisors
Florida
$97.7K +$1.61K +22 +2%
CAC
1110
Certified Advisory Corp
Florida
$95K +$14.4K +197 +17%
VCM
1111
Vigilant Capital Management
Maine
$94K +$12.1K +165 +14%
PVH
1112
Psagot Value Holdings
Israel
$92K -$36.5K -500 -28%
QCG
1113
Quadrant Capital Group
Ohio
$91K +$50.5K +691 +94%
MOS
1114
MGO One Seven
Ohio
$89K +$91.8K +1,257 New
ED
1115
Exane Derivatives
France
$81.4K +$1.97K +27 +2%
MA
1116
MCF Advisors
Kentucky
$81K – – –
BCA
1117
Berman Capital Advisors
Georgia
$81K +$84.2K +1,152 New
NSB
1118
Norway Savings Bank
Maine
$80K – – –
AP
1119
Atwood & Palmer
Missouri
$79K – – –
ECM
1120
Estabrook Capital Management
New York
$78.3K – – –
VCM
1121
Versant Capital Management
Arizona
$78K – – –
GI
1122
Gradient Investments
Minnesota
$78K +$3.58K +49 +5%
PFBT
1123
Parkside Financial Bank & Trust
Missouri
$76K +$13.3K +182 +21%
AIM
1124
Advantage Investment Management
Iowa
$76K +$20.2K +276 +35%
AWM
1125
Avior Wealth Management
Nebraska
$75K – – –
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