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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1251
Abound Wealth Management
Tennessee
$12.3K – – –
PCM
1252
Perritt Capital Management
Illinois
$12.2K – – –
PWMG
1253
Prestige Wealth Management Group
New Jersey
$12.1K -$8K -146 -41%
APW
1254
Acima Private Wealth
Virginia
$12K +$11.7K +213 New
MAM
1255
Morse Asset Management
Connecticut
$11.3K -$5.42K -99 -33%
AFG
1256
Albion Financial Group
Utah
$11.3K – – –
BFPW
1257
BOK Financial Private Wealth
Colorado
$11.3K – – –
CTC
1258
Cetera Trust Company
Minnesota
$11.3K – – –
OA
1259
Operose Advisors
Wisconsin
$11.3K – – –
BG
1260
Bollard Group
Massachusetts
$11K – – –
BCM
1261
Boreal Capital Management
Florida
$10.7K +$10.4K +190 New
FWM
1262
FSA Wealth Management
Massachusetts
$10.6K – – –
HHMI
1263
Howard Hughes Medical Institute
Maryland
$10.2K +$9.92K +181 New
PCFFS
1264
Pacific Center for Financial Services
California
$9.5K – – –
AWM
1265
Activest Wealth Management
Florida
$9.49K +$1.21K +22 +15%
RAM
1266
Ramirez Asset Management
New York
$9.38K – – –
PPC
1267
Park Place Capital
Alabama
$9.22K -$18.6K -339 -68%
KSB
1268
Kennebec Savings Bank
Maine
$9.04K – – –
SNB
1269
Security National Bank
Nebraska
$8.99K – – –
ADL
1270
Asset Dedication LLC
California
$8.65K – – –
WA
1271
WPG Advisers
Maryland
$8.54K +$3.34K +61 +68%
BC
1272
Barrett & Company
Rhode Island
$8.48K – – –
TC
1273
Trust Company
Kansas
$8.48K – – –
NOI
1274
Newton One Investments
Delaware
$8.38K +$110 +2 +1%
ACM
1275
Anfield Capital Management
California
$8.31K – – –
49 50
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