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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1226
Newman Dignan & Sheerar Inc
Rhode Island
$200K +$191K +2,935 New
FFS
1227
Founders Financial Securities
Maryland
$200K +$191K +2,931 New
AL
1228
Aspiriant LLC
California
$200K +$191K +2,930 New
BWM
1229
BKM Wealth Management
Wisconsin
$198K +$189K +2,900 New
PCA
1230
Providence Capital Advisors
North Carolina
$194K +$185K +2,839 New
BWA
1231
Basecamp Wealth Advisors
Washington
$193K -$2.54K -39 -1%
PWPS
1232
Pinnacle Wealth Planning Services
Ohio
$193K +$2.99K +46 +2%
DSC
1233
Duncker Streett & Co
Missouri
$192K – – –
QC
1234
Quent Capital
New York
$189K +$26.4K +406 +17%
BCWM
1235
Bartlett & Co Wealth Management
Ohio
$187K +$2.15K +33 +1%
APW
1236
Atlantic Private Wealth
North Carolina
$187K +$1.17K +18 +0.7%
CH
1237
Cromwell Holdings
Wyoming
$183K – – –
VERPA
1238
Virginia Estate & Retirement Planning Advisors
Virginia
$182K +$173K +2,665 New
DAM
1239
Delta Asset Management
Tennessee
$174K -$5.33K -82 -3%
HWA
1240
HHM Wealth Advisors
Tennessee
$171K – – –
MAFA
1241
MJT & Associates Financial Advisory
Minnesota
$171K – – –
ACA
1242
American Capital Advisory
Idaho
$166K +$14.7K +226 +10%
OL
1243
OneFund LLC
Florida
$163K +$3.06K +47 +2%
WTA
1244
Washington Trust Advisors
Massachusetts
$161K – – –
GKIM
1245
GW&K Investment Management
Massachusetts
$161K +$6.44K +99 +4%
CBT
1246
Crews Bank & Trust
Florida
$154K – – –
HBW
1247
Hazlett, Burt & Watson
West Virginia
$151K +$25.7K +396 +22%
CAM
1248
Costello Asset Management
Pennsylvania
$150K +$104K +1,600 +267%
BP
1249
BNP Paribas
France
$150K -$32.5K -500 -19%
LFG
1250
Larson Financial Group
Missouri
$149K -$63.7K -979 -31%
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