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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1226
Addison Capital
Pennsylvania
$213K +$7.12K +98 +4%
KTM
1227
Keeler Thomas Management
Utah
$212K -$597K -8,214 -75%
CPA
1228
Court Place Advisors
Maryland
$212K – – –
MHR
1229
Matthew Hamilton Rosenberg
$212K +$55.1K +759 +37%
MWPCG
1230
Measured Wealth Private Client Group
New Hampshire
$209K -$9.3K -128 -4%
BFC
1231
Bedel Financial Consulting
Indiana
$209K – – –
CWP
1232
Curated Wealth Partners
California
$209K +$200K +2,749 New
M
1233
MOTCO
Texas
$208K -$32.5K -447 -14%
TWM
1234
TriaGen Wealth Management
California
$208K -$21.8K -300 -10%
CAM
1235
Campion Asset Management
Virginia
$208K +$199K +2,743 New
BP
1236
Ballentine Partners
Massachusetts
$207K -$78.2K -1,076 -28%
MMA
1237
Miracle Mile Advisors
California
$206K -$218 -3 -0.1%
YWP
1238
YorkBridge Wealth Partners
New York
$205K – – –
DE
1239
Day & Ennis
Georgia
$205K +$145 +2 +0.1%
WIC
1240
Whitegate Investment Counselors
New Hampshire
$204K +$195K +2,683 New
CPSAC
1241
Chas P. Smith & Associates (CPS)
Florida
$203K – – –
NHC
1242
Nicholas Hoffman & Company
Georgia
$203K +$194K +2,670 New
WPP
1243
Whalerock Point Partners
Rhode Island
$203K -$291K -4,000 -60%
SWP
1244
Summit Wealth Partners
Florida
$202K +$193K +2,663 New
CAM
1245
Covenant Asset Management
New Jersey
$202K -$15.8K -218 -8%
GKWIM
1246
Gerber Kawasaki Wealth & Investment Management
California
$201K -$363 -5 -0.2%
ACM
1247
Advisors Capital Management
New Jersey
$200K -$83.6K -1,151 -30%
CAL
1248
Capital Analysts LLC
Pennsylvania
$195K +$17.1K +235 +10%
LWANC
1249
Laurel Wealth Advisors (North Carolina)
North Carolina
$194K -$18.2K -250 -9%
OIA
1250
Optimum Investment Advisors
Illinois
$194K -$10.9K -150 -6%
48 49
50
51 52