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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1151
Comerica Securities
Michigan
$252K -$67.3K -894 -22%
EWA
1152
ERTS Wealth Advisors
Michigan
$251K -$14.9K -198 -6%
PHS
1153
Pekin Hardy Strauss
Illinois
$251K – – –
CHA
1154
Carmichael Hill & Associates
Maryland
$251K +$376 +5 +0.2%
PWPS
1155
Pinnacle Wealth Planning Services
Ohio
$251K +$241K +3,201 New
ASBI
1156
American State Bank (Iowa)
Iowa
$250K – – –
EFSCE
1157
Enterprise Financial Services Corp (EFSC)
Missouri
$248K +$5.79K +77 +2%
MIM
1158
MTM Investment Management
South Carolina
$247K – – –
CWP
1159
Curated Wealth Partners
California
$247K +$5.12K +68 +2%
CWP
1160
Concord Wealth Partners
Virginia
$247K +$132K +1,753 +126%
DT
1161
Diversified Trust
Tennessee
$245K -$31.4K -417 -12%
FPS
1162
Fieldpoint Private Securities
Connecticut
$245K -$8.05K -107 -3%
GWAG
1163
Garrett Wealth Advisory Group
Texas
$245K +$1.96K +26 +0.8%
CGA
1164
Crescent Grove Advisors
Illinois
$245K +$6.55K +87 +3%
CCA
1165
Childress Capital Advisors
Texas
$245K +$7.22K +96 +3%
MM
1166
MQS Management
New York
$245K +$235K +3,123 New
VBCG
1167
Valley Brook Capital Group
Pennsylvania
$244K -$15K -200 -6%
DWA
1168
Douglass Winthrop Advisors
New York
$244K – – –
IIC
1169
Ironwood Investment Counsel
Arizona
$243K -$828 -11 -0.4%
LOAMS
1170
Lombard Odier Asset Management (Switzerland)
Switzerland
$243K +$232K +3,087 New
CFP
1171
Curran Financial Partners
South Carolina
$242K -$12.6K -167 -5%
ISB
1172
Iowa State Bank
Iowa
$241K -$205K -2,720 -47%
AWM
1173
Accurate Wealth Management
Florida
$241K +$9.4K +125 +4%
EWA
1174
EP Wealth Advisors
California
$240K -$752 -10 -0.3%
BFA
1175
Beaumont Financial Advisors
Massachusetts
$239K +$3.99K +53 +2%
45 46
47
48 49