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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1226
Main Street Financial Solutions
Pennsylvania
$229K +$242K +3,050 New
P
1227
Pitcairn
Pennsylvania
$228K +$1.67K +21 +0.7%
RCWMU
1228
Rothschild & Co Wealth Management (UK)
United Kingdom
$227K – – –
OL
1229
Optas LLC
Texas
$226K -$324K -4,072 -58%
GWAG
1230
Garrett Wealth Advisory Group
Texas
$226K -$1.83K -23 -0.8%
SM
1231
SG3 Management
Puerto Rico
$226K – – –
WWM
1232
Western Wealth Management
Colorado
$226K +$37.3K +469 +18%
HC
1233
Henshaw Capital
Massachusetts
$225K – – –
CG
1234
Caprock Group
Idaho
$225K -$92.8K -1,168 -28%
PCM
1235
Pennsylvania Capital Management
Pennsylvania
$223K – – –
MFS
1236
Mirabella Financial Services
United Kingdom
$223K +$236K +2,968 New
NL
1237
NWAM LLC
Washington
$222K +$235K +2,952 New
TNA
1238
True North Advisors
Texas
$221K -$1.11K -14 -0.5%
VCAM
1239
Van Cleef Asset Management
Ohio
$221K – – –
SWM
1240
Sugarloaf Wealth Management
Georgia
$220K +$794 +10 +0.3%
HI
1241
Hudock Inc
Pennsylvania
$220K +$16K +202 +7%
PWM
1242
Perigon Wealth Management
California
$219K -$6.28K -79 -3%
VC
1243
Vicus Capital
Pennsylvania
$218K -$5K -63 -2%
GJIC
1244
Gamble Jones Investment Counsel
California
$218K – – –
CWM
1245
Cabot Wealth Management
Massachusetts
$218K +$2.46K +31 +1%
MA
1246
MUFG Americas
New York
$217K +$794 +10 +0.3%
LWM
1247
Liberty Wealth Management
California
$217K +$12.9K +162 +6%
SLF
1248
Sun Life Financial
Ontario, Canada
$216K -$326K -4,101 -59%
CAM
1249
Covenant Asset Management
New Jersey
$216K -$40.9K -515 -15%
MWPCG
1250
Measured Wealth Private Client Group
New Hampshire
$216K -$7.95K -100 -3%
48 49
50
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