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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1251
Waldron Private Wealth
Pennsylvania
$215K -$3.34K -42 -1%
RIA
1252
Regal Investment Advisors
Michigan
$215K +$227K +2,853 New
MWM
1253
MBE Wealth Management
Wisconsin
$214K +$79 +1 +0%
AL
1254
Aspiriant LLC
California
$212K -$419K -5,273 -65%
LWANC
1255
Laurel Wealth Advisors (North Carolina)
North Carolina
$211K +$47.7K +600 +27%
MPW
1256
Monterey Private Wealth
California
$210K -$42.6K -536 -16%
CPA
1257
Court Place Advisors
Maryland
$210K -$24.3K -306 -10%
CWP
1258
Concord Wealth Partners
Virginia
$210K +$222K +2,794 New
MKC
1259
M. Kraus & Co
Vermont
$208K +$220K +2,771 New
BFC
1260
Bedel Financial Consulting
Indiana
$206K – – –
MMM
1261
Mendel Money Management
Illinois
$206K +$218K +2,740 New
FDCDDQ
1262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$205K +$164K +2,070 +318%
AWM
1263
Aries Wealth Management
Maine
$204K – – –
MMA
1264
Miracle Mile Advisors
California
$204K +$216K +2,717 New
PVWM
1265
Point View Wealth Management
New Jersey
$203K -$231K -2,911 -52%
YWP
1266
YorkBridge Wealth Partners
New York
$203K -$42.1K -530 -16%
DE
1267
Day & Ennis
Georgia
$203K -$159 -2 -0.1%
OIA
1268
Optimum Investment Advisors
Illinois
$203K – – –
MOS
1269
MGO One Seven
Ohio
$203K +$10.7K +135 +5%
AC
1270
Addison Capital
Pennsylvania
$203K +$215K +2,702 New
CPSAC
1271
Chas P. Smith & Associates (CPS)
Florida
$201K – – –
MIM
1272
MTM Investment Management
South Carolina
$201K +$212K +2,673 New
GKWIM
1273
Gerber Kawasaki Wealth & Investment Management
California
$200K +$397 +5 +0.2%
1IA
1274
1834 Investment Advisors
Wisconsin
$200K +$43.6K +549 +26%
PWPS
1275
Pinnacle Wealth Planning Services
Ohio
$196K -$84.6K -1,065 -29%
49 50
51
52 53