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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1226
Stewart & Patten Company
California
$207K +$204K +2,548 New
CIA
1227
Choate Investment Advisors
Massachusetts
$207K +$205K +2,550 New
RIA
1228
Realta Investment Advisors
Delaware
$207K +$205K +2,556 New
TFA
1229
Transamerica Financial Advisors
Florida
$206K +$203K +2,531 New
TIA
1230
Tiemann Investment Advisors
California
$205K +$202K +2,519 New
NWP
1231
Northstar Wealth Partners
Connecticut
$205K +$203K +2,530 New
ACM
1232
Ayrshire Capital Management
Connecticut
$204K -$473K -5,893 -70%
CPSAC
1233
Chas P. Smith & Associates (CPS)
Florida
$204K -$46K -573 -19%
SW
1234
SteelPeak Wealth
California
$204K -$34K -424 -14%
BMC
1235
Beaton Management Company
Massachusetts
$204K +$202K +2,514 New
NIM
1236
Northeast Investment Management
Massachusetts
$204K +$202K +2,515 New
PIG
1237
Pantheon Investment Group
California
$204K +$202K +2,515 New
DAS
1238
Dynamic Advisor Solutions
Arizona
$202K +$199K +2,486 New
FWM
1239
Focused Wealth Management
New York
$201K +$12.4K +155 +7%
FWM
1240
Fairhaven Wealth Management
Illinois
$201K +$198K +2,470 New
AHB
1241
Abner Herrman & Brock
New Jersey
$201K +$198K +2,471 New
BUB
1242
BBVA USA Bancshares
Texas
$201K +$199K +2,477 New
QCG
1243
Quadrant Capital Group
Ohio
$200K -$284K -3,543 -59%
QPWM
1244
Quadrant Private Wealth Management
Pennsylvania
$200K +$197K +2,458 New
CWC
1245
Carolinas Wealth Consulting
North Carolina
$195K -$30.6K -381 -14%
OC
1246
Oakworth Capital
Alabama
$194K +$7.78K +97 +4%
SAM
1247
S.A. Mason
Michigan
$187K – – –
BFM
1248
Boston Financial Management
Massachusetts
$186K -$214K -2,670 -54%
BCA
1249
Berman Capital Advisors
Georgia
$184K -$16K -200 -8%
MC
1250
Maverick Capital
Texas
$184K +$182K +2,263 New
48 49
50
51 52