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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1101
City State Bank
Iowa
$45.9K -$1.43K -28 -3%
WPWM
1102
Western Pacific Wealth Management
Illinois
$45.7K – – –
SC
1103
Swan Capital
Florida
$45.2K +$47K +922 New
CWM
1104
Compass Wealth Management
Connecticut
$44.1K – – –
CH
1105
Canton Hathaway
Rhode Island
$44K – – –
GKIM
1106
GW&K Investment Management
Massachusetts
$43K +$4.28K +84 +11%
TFIPS
1107
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.6K -$7.64K -150 -15%
BTC
1108
Bank & Trust Company
Illinois
$40.9K +$42.5K +834 New
MTIC
1109
Missouri Trust & Investment Company
Missouri
$40.4K – – –
BFP
1110
Briaud Financial Planning
Texas
$40K – – –
FWA
1111
FSC Wealth Advisors
New York
$38.3K +$5.09K +100 +15%
AWM
1112
Avior Wealth Management
Nebraska
$38.1K -$418K -8,204 -91%
MCM
1113
MV Capital Management
Maryland
$37.8K +$6.47K +127 +20%
LIA
1114
Lynx Investment Advisory
District of Columbia
$37.2K +$38.7K +760 New
ACA
1115
American Capital Advisory
Idaho
$37.1K – – –
HDIM
1116
Hanson & Doremus Investment Management
Vermont
$37K -$126K -2,477 -77%
MFA
1117
McClarren Financial Advisors
Pennsylvania
$36K +$2.5K +49 New
JWM
1118
Janiczek Wealth Management
Colorado
$36K – – –
RWMG
1119
Redwood Wealth Management Group
New Jersey
$35.9K +$37.3K +733 New
KB
1120
Kimelman & Baird
New York
$35.8K +$37.2K +730 New
OWA
1121
Opal Wealth Advisors
New York
$35.4K +$36.8K +723 New
APC
1122
Aspire Private Capital
North Carolina
$35.1K -$3.01K -59 -8%
VFM
1123
Viking Fund Management
North Dakota
$34.3K – – –
CAL
1124
Capital Advisors Ltd
Ohio
$33K +$408 +8 +1%
TWP
1125
Triad Wealth Partners
Kansas
$32.5K +$33.8K +664 New
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