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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1201
FSC Wealth Advisors
New York
$14.2K – – –
TWM
1202
Tradition Wealth Management
Minnesota
$14K -$870 -16 -5%
HCM
1203
Highlander Capital Management
New Jersey
$14K – – –
BG
1204
Bollard Group
Massachusetts
$14K +$4.08K +75 +38%
JWA
1205
JFS Wealth Advisors
Pennsylvania
$13.9K -$90.5K -1,664 -86%
AI
1206
AXS Investments
New York
$13.3K -$11.4K -210 -45%
BAAM
1207
Baker Avenue Asset Management
California
$13.3K +$2.34K +43 +20%
BAM
1208
Bellevue Asset Management
Washington
$13.2K +$54 +1 +0.4%
TIM
1209
Thompson Investment Management
Wisconsin
$12.9K +$1.85K +34 +16%
LB
1210
Legacy Bridge
Iowa
$12.7K – – –
BWP
1211
Baldwin Wealth Partners
Massachusetts
$12K – – –
SF
1212
Safeguard Financial
Wisconsin
$12K +$13.1K +241 New
ME
1213
McIlrath & Eck
Washington
$11.9K – – –
KFS
1214
Kelly Financial Services
Massachusetts
$11.6K +$109 +2 +0.9%
WIM
1215
Westside Investment Management
California
$11K – – –
CCC
1216
Chelsea Counsel Company
California
$11K – – –
WAS
1217
Winch Advisory Services
Wisconsin
$11K +$109 +2 +1%
GKIM
1218
GW&K Investment Management
Massachusetts
$11K +$11.5K +211 New
CWA
1219
Clearview Wealth Advisors
Oregon
$10.9K -$3.64K -67 -24%
FNBOSM
1220
First National Bank of South Miami
Florida
$10.7K -$30K -551 -73%
PCM
1221
Perritt Capital Management
Illinois
$10.5K – – –
JFA
1222
JNBA Financial Advisors
Minnesota
$10.4K -$2.45K -45 -18%
FDCDDQ
1223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K – – –
RFG
1224
RFP Financial Group
Georgia
$10.4K +$10.9K +200 New
WPA
1225
West Paces Advisors
Georgia
$10.2K -$10.9K -200 -50%
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50 51