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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1201
Herold Advisors
New York
$146K +$153K +2,000 New
CWC
1202
Carolinas Wealth Consulting
North Carolina
$145K -$42.6K -559 -22%
MCM
1203
MV Capital Management
Maryland
$137K +$5.26K +69 +4%
OIA
1204
Optimum Investment Advisors
Illinois
$134K -$30.5K -400 -18%
FFC
1205
First Financial Corp
Indiana
$132K – – –
PSB
1206
Piscataqua Savings Bank
New Hampshire
$129K -$9.53K -125 -7%
HIA
1207
Harbor Investment Advisory
Maryland
$129K – – –
ADL
1208
Asset Dedication LLC
California
$120K +$35.4K +464 +39%
RAM
1209
Riggs Asset Management
Pennsylvania
$118K – – –
IBOK
1210
Independence Bank of Kentucky
Kentucky
$117K +$2.67K +35 +2%
CG
1211
Cutler Group
California
$117K +$123K +1,615 New
VCM
1212
Vigilant Capital Management
Maine
$116K +$9.84K +129 +9%
SIS
1213
Sound Income Strategies
Florida
$116K +$35.7K +468 +42%
IFA
1214
Interactive Financial Advisors
Illinois
$116K +$45.8K +600 +61%
BCP
1215
Blue Chip Partners
Michigan
$113K -$15.9K -208 -12%
PMFA
1216
Plante Moran Financial Advisors
Michigan
$112K – – –
BWA
1217
BDO Wealth Advisors
Florida
$108K – – –
GI
1218
Gradient Investments
Minnesota
$106K -$34.2K -448 -24%
MMG
1219
Monetary Management Group
Missouri
$106K – – –
SWA
1220
Sutton Wealth Advisors
Florida
$104K +$1.68K +22 +2%
FWM
1221
Focused Wealth Management
New York
$103K +$915 +12 +0.9%
CWP
1222
Concord Wealth Partners
Virginia
$101K -$96.3K -1,263 -48%
AL
1223
ADE LLC
Maryland
$100K – – –
AWA
1224
Arkadios Wealth Advisors
Georgia
$97K -$85K -1,115 -45%
CFFP
1225
Center for Financial Planning
Michigan
$97K – – –
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