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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
1126
Pittenger & Anderson Inc
Nebraska
$230K – – –
DA
1127
Doliver Advisors
Texas
$230K +$236K +3,750 New
HBW
1128
Hazlett, Burt & Watson
West Virginia
$229K – – –
FA
1129
Fagan Associates
New York
$228K -$3.27K -52 -1%
CWP
1130
Cyndeo Wealth Partners
Florida
$228K +$233K +3,715 New
SFB
1131
STAR Financial Bank
Indiana
$227K +$233K +3,706 New
GW
1132
GW & Wade
Massachusetts
$226K -$20.8K -331 -8%
GAMC
1133
Garner Asset Management Corp
Texas
$224K -$6.28K -100 -3%
PWA
1134
Physician Wealth Advisors
Utah
$223K +$188 +3 +0.1%
FA
1135
Fiducient Advisors
Illinois
$223K – – –
CWA
1136
CJM Wealth Advisers
Virginia
$222K +$440 +7 +0.2%
GVAG
1137
Great Valley Advisor Group
Delaware
$221K -$91.9K -1,464 -29%
FI
1138
Financial Insights
Washington
$220K +$19.3K +308 +9%
TDC
1139
Thompson Davis & Co
Virginia
$219K -$20.4K -325 -8%
CAM
1140
Congress Asset Management
Massachusetts
$219K -$39.3K -625 -15%
MS
1141
Maven Securities
Jersey
$218K -$62.4K -993 -22%
BCM
1142
Birmingham Capital Management
Alabama
$217K – – –
CFP
1143
Curran Financial Partners
South Carolina
$215K +$15.8K +251 +8%
IFWM
1144
Institute for Wealth Management
Colorado
$215K -$7.29K -116 -3%
GWM
1145
GSB Wealth Management
Connecticut
$215K -$9.42K -150 -4%
RWI
1146
Red Wave Investments
Pennsylvania
$214K +$6.41K +102 +3%
LFASL
1147
Lugano Financial Advisors SA (LFA)
Switzerland
$214K -$219K -3,486 -50%
BWM
1148
Benchmark Wealth Management
Connecticut
$213K – – –
JFGIW
1149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K – – –
AC
1150
Apella Capital
Connecticut
$211K -$87.1K -1,387 -29%
44 45
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