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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1201
Avior Wealth Management
Nebraska
$80K – – –
SIS
1202
Sound Income Strategies
Florida
$79K +$1.97K +27 +3%
OAM
1203
Oppenheimer Asset Management
New York
$78K +$2.41K +33 +3%
NWM
1204
Northwest Wealth Management
Iowa
$77K – – –
PCIA
1205
Prime Capital Investment Advisors
Kansas
$77K – – –
AIS
1206
Accurate Investment Solutions
Pennsylvania
$76K – – –
AA
1207
Advisory Alpha
Michigan
$75.9K +$75.7K +1,036 New
SCM
1208
Silvant Capital Management
Georgia
$74K +$26.6K +364 +60%
BC
1209
Barnett & Company
Tennessee
$72K – – –
JGIA
1210
Jackson Grant Investment Advisers
Connecticut
$71K -$93.8K -1,285 -58%
SIM
1211
Sonora Investment Management
Arizona
$68K +$63.5K +869 +4,574%
TFO
1212
Tarbox Family Office
California
$67K +$4.67K +64 +8%
WCM
1213
WealthBridge Capital Management
Ohio
$63K +$35.9K +492 +135%
CH
1214
Canton Hathaway
Rhode Island
$61K – – –
CPA
1215
Cowen Prime Advisors
New York
$61K – – –
TI
1216
Truehand Inc
New Hampshire
$59K +$12.2K +167 +28%
BWM
1217
Baystate Wealth Management
Massachusetts
$57K – – –
GAM
1218
Gemmer Asset Management
California
$57K +$16.7K +228 +44%
BRC
1219
Bell Rock Capital
Delaware
$56K -$4.97K -68 -8%
CA
1220
Centerpoint Advisors
Massachusetts
$56K – – –
FC
1221
Ferris Capital
Massachusetts
$55K +$6.28K +86 +14%
BBA
1222
Braun-Bostich & Associates
Pennsylvania
$55K +$37K +506 +243%
LC
1223
Lindbrook Capital
California
$54K +$13.3K +182 +34%
CWM
1224
Catamount Wealth Management
Connecticut
$54K +$51.5K +705 New
CBT
1225
Capital Bank & Trust
California
$53K – – –
47 48
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