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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1201
Princeton Global Asset Management
New Jersey
$2.72K – – –
W
1202
WealthCollab
Washington
$2.66K – – –
BHWM
1203
Beaird Harris Wealth Management
Texas
$2.46K – – –
SA
1204
Scarborough Advisors
Maryland
$2.46K +$2.34K +50 New
PCMC
1205
Planning Capital Management Corporation
Pennsylvania
$2.17K -$21.7K -465 -91%
BCPWM
1206
Bradley & Co Private Wealth Management
Florida
$2.16K – – –
PP
1207
PrairieView Partners
Minnesota
$2K – – –
T
1208
Tidemark
California
$1.62K +$1.54K +33 New
HWP
1209
Highline Wealth Partners
California
$1.43K – – –
ACA
1210
Atlas Capital Advisors
Wyoming
$1.38K – – –
A
1211
AlphaQuest
New York
$1.33K +$1.26K +27 New
FSWA
1212
Financial Synergies Wealth Advisors
Texas
$1.23K +$1.17K +25 New
RWA
1213
Redmont Wealth Advisors
Illinois
$1.08K +$1.03K +22 New
TFA
1214
Transamerica Financial Advisors
Florida
$1K -$47 -1 -10%
CMP
1215
Coston McIsaac & Partners
Maine
$1K – – –
CCM
1216
Chilton Capital Management
Texas
$935 – – –
SIC
1217
SJS Investment Consulting
Ohio
$935 +$47 +1 +6%
NL
1218
NVWM LLC
Pennsylvania
$787 +$747 +16 New
IHWM
1219
Iron Horse Wealth Management
Iowa
$738 +$701 +15 New
TWD
1220
True Wealth Design
Ohio
$640 -$46.5K -995 -99%
WA
1221
WestEnd Advisors
North Carolina
$639 +$47 +1 +8%
CAM
1222
ClariVest Asset Management
California
$534 +$514 +11 New
MAM
1223
MMA Asset Management
Pennsylvania
$415 +$374 +8 New
VWA
1224
Valued Wealth Advisors
Utah
$99 -$47 -1 -33%
IPW
1225
Impact Partnership Wealth
Georgia
$31 -$14.5K -310 -100%
47 48
49
50 51