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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1151
Westside Investment Management
California
$10.3K – – –
WAS
1152
Winch Advisory Services
Wisconsin
$10.3K +$93 +2 +1%
PCM
1153
Perritt Capital Management
Illinois
$10.2K +$140 +3 +1%
BG
1154
Bollard Group
Massachusetts
$10K – – –
HFS
1155
HBC Financial Services
Washington
$10K – – –
RDIA
1156
RE Dickinson Investment Advisors
Iowa
$10K – – –
CTC
1157
Cetera Trust Company
Minnesota
$9.84K – – –
FDCDDQ
1158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.84K – – –
GA
1159
GoalVest Advisory
New York
$9.84K +$841 +18 +10%
CPG
1160
Cornerstone Planning Group
New Jersey
$9.15K -$467 -10 -5%
SC
1161
Solstein Capital
California
$9.1K – – –
AW
1162
Avion Wealth
Texas
$9K +$1.96K +42 +31%
BWP
1163
Baldwin Wealth Partners
Massachusetts
$8.17K -$3.08K -66 -28%
RAM
1164
Ramirez Asset Management
New York
$8.17K – – –
SNB
1165
Security National Bank
Nebraska
$7.82K – – –
NRG
1166
Nemes Rush Group
Michigan
$7.58K – – –
CIA
1167
Cape Investment Advisory
Georgia
$7.38K -$2.94K -63 -30%
BC
1168
Barrett & Company
Rhode Island
$7.38K +$7.01K +150 New
CAC
1169
Core Alternative Capital
Georgia
$7.33K -$13.3K -284 -66%
MBFW
1170
Morton Brown Family Wealth
Pennsylvania
$7.33K +$3.6K +77 +107%
AAG
1171
Accordant Advisory Group
Maryland
$6.94K +$6.59K +141 New
NOI
1172
Newton One Investments
Delaware
$6.86K +$93 +2 +1%
WIA
1173
Wetzel Investment Advisors
Indiana
$6.8K – – –
AIC
1174
Archer Investment Corporation
Indiana
$6.69K – – –
DPW
1175
DiNuzzo Private Wealth
Pennsylvania
$6.54K -$47 -1 -0.7%
45 46
47
48 49