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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1151
Capital Advantage
California
$216K +$206K +2,668 New
ESB
1152
Essex Savings Bank
Connecticut
$215K +$38.8K +502 +23%
AS
1153
Altshuler Shaham
Israel
$215K +$114K +1,478 +125%
JA
1154
JOYN Advisors
Georgia
$214K +$204K +2,640 New
AHB
1155
Abner Herrman & Brock
New Jersey
$213K -$10.4K -135 -5%
GSWM
1156
Golden State Wealth Management
California
$213K +$201K +2,601 +9,289%
DAS
1157
Dynamic Advisor Solutions
Arizona
$212K +$202K +2,613 New
BAM
1158
Belpointe Asset Management
Nevada
$211K -$35.7K -461 -15%
RIM
1159
Regent Investment Management
Kentucky
$211K -$7.73K -100 -4%
FA
1160
FC Advisory
Pennsylvania
$211K – – –
ED
1161
Exane Derivatives
France
$209K – – –
DLA
1162
Douglas Lane & Associates
New York
$208K -$19.3K -250 -9%
FWM
1163
Focused Wealth Management
New York
$208K – – –
RWM
1164
Reston Wealth Management
Virginia
$207K -$2.86K -37 -1%
WWM
1165
Windsor Wealth Management
Indiana
$206K -$164K -2,118 -45%
LWM
1166
Liberty Wealth Management
California
$206K -$91.7K -1,186 -32%
W
1167
Wealthquest
Ohio
$205K +$196K +2,532 New
MCM
1168
Monarch Capital Management
Indiana
$204K +$195K +2,516 New
CPSAC
1169
Chas P. Smith & Associates (CPS)
Florida
$204K +$195K +2,518 New
HIIFS
1170
Harel Insurance Investments & Financial Services
Israel
$203K +$193K +2,500 New
BAM
1171
Berkshire Asset Management
Pennsylvania
$203K +$193K +2,501 New
SCCM
1172
Schafer Cullen Capital Management
New York
$203K +$194K +2,505 New
HWA
1173
HCR Wealth Advisors
California
$202K -$21.3K -275 -10%
OC
1174
Oakworth Capital
Alabama
$202K – – –
OIA
1175
Optimum Investment Advisors
Illinois
$202K +$57.5K +744 +43%
45 46
47
48 49