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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
1201
Van Cleef Asset Management
Ohio
$250K – – –
SWA
1202
SFMG Wealth Advisors
Texas
$248K -$3.85K -48 -2%
CAL
1203
Capital Analysts LLC
Pennsylvania
$248K -$883 -11 -0.4%
CWP
1204
Curated Wealth Partners
California
$247K – – –
IAIM
1205
International Assets Investment Management
Florida
$246K +$803 +10 +0.3%
CPSAC
1206
Chas P. Smith & Associates (CPS)
Florida
$244K – – –
MWM
1207
MBE Wealth Management
Wisconsin
$243K – – –
MPW
1208
Monterey Private Wealth
California
$243K +$1.04K +13 +0.5%
LWM
1209
Liberty Wealth Management
California
$243K +$15.7K +196 +7%
CM
1210
Columbus Macro
Pennsylvania
$242K -$1.28K -16 -0.6%
DCM
1211
Dupont Capital Management
Delaware
$241K -$105K -1,310 -32%
NG
1212
Northstar Group
New York
$240K -$167K -2,081 -42%
KA
1213
Klingman & Associates
New York
$240K +$227K +2,829 New
GTAM
1214
Global Trust Asset Management
Florida
$239K – – –
BFPW
1215
BOK Financial Private Wealth
Colorado
$239K +$226K +2,811 New
BIAS
1216
Beacon Investment Advisory Services
New Jersey
$238K -$9.16K -114 -4%
BBW
1217
Blue Barn Wealth
Utah
$238K -$2.17K -27 -1%
CWM
1218
Cabot Wealth Management
Massachusetts
$238K – – –
WSC
1219
Wellington Shields & Co
New York
$238K – – –
IC
1220
Intersect Capital
California
$238K +$1.93K +24 +0.9%
WJWM
1221
Williams Jones Wealth Management
New York
$238K +$225K +2,798 New
EGM
1222
Engineers Gate Manager
New York
$238K +$225K +2,800 New
QC
1223
Quadrature Capital
United Kingdom
$238K +$225K +2,800 New
OAM
1224
Oppenheimer Asset Management
New York
$238K +$225K +2,803 New
P
1225
Pitcairn
Pennsylvania
$237K -$63.8K -794 -22%
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