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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1201
Private Wealth Asset Management
Iowa
$24.1K -$1.53K -28 -6%
DWS
1202
Dynamic Wealth Strategies
California
$24.1K – – –
MA
1203
MCF Advisors
Kentucky
$24.1K – – –
MTIC
1204
Missouri Trust & Investment Company
Missouri
$24K – – –
AIM
1205
Access Investment Management
Georgia
$24K +$23.3K +425 New
CAM
1206
Creekmur Asset Management
Illinois
$24K +$19.3K +353 +490%
CIA
1207
Cape Investment Advisory
Georgia
$23.6K – – –
GFA
1208
Gladwyn Financial Advisors
Virginia
$22.1K +$21.4K +391 New
ANBT
1209
American National Bank & Trust
Texas
$21.6K – – –
CFD
1210
Creative Financial Designs
Indiana
$21.6K +$9.26K +169 +79%
BIA
1211
Bell Investment Advisors
California
$21.5K +$1.53K +28 +8%
BFS
1212
Bare Financial Services
Pennsylvania
$21K +$4.88K +89 +32%
LSA
1213
Leonteq Securities AG
Switzerland
$20.6K +$19.9K +364 New
FWA
1214
Flagship Wealth Advisors
Massachusetts
$20.3K – – –
SIA
1215
Sit Investment Associates
Minnesota
$20K – – –
NC
1216
NewSquare Capital
Pennsylvania
$20K +$5.32K +97 +38%
CB
1217
Community Bank
New York
$19.8K -$12.3K -225 -39%
SWP
1218
SIMA Wealth Partners
Virginia
$19.7K -$21.8K -397 -53%
CFS
1219
CGC Financial Services
Oregon
$19.2K – – –
RF
1220
Roxbury Financial
New Jersey
$19K +$219 +4 +1%
TFG
1221
Team Financial Group
California
$18.7K +$18.1K +331 New
WFA
1222
West Financial Advisors
Iowa
$18.4K – – –
QPBE
1223
Quintet Private Bank (Europe)
Luxembourg
$18.4K +$17.8K +325 New
GCM
1224
Gables Capital Management
Florida
$18.1K – – –
PMFA
1225
Plante Moran Financial Advisors
Michigan
$18K – – –
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