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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BG
1301
Bollard Group
Massachusetts
$11K – – –
RDIA
1302
RE Dickinson Investment Advisors
Iowa
$10.8K – – –
BFPW
1303
BOK Financial Private Wealth
Colorado
$10.8K – – –
CTC
1304
Cetera Trust Company
Minnesota
$10.8K – – –
GA
1305
GoalVest Advisory
New York
$10.8K – – –
WPA
1306
West Paces Advisors
Georgia
$10.6K -$913 -16 -8%
FWM
1307
FSA Wealth Management
Massachusetts
$10.1K – – –
PP
1308
Pacifica Partners
Canada
$10.1K +$1.88K +33 +22%
HFS
1309
HBC Financial Services
Washington
$10K – – –
WWP
1310
WR Wealth Planners
Missouri
$9.96K +$399 +7 +4%
RAM
1311
Ramirez Asset Management
New York
$8.94K – – –
PA
1312
PSI Advisors
Florida
$8.73K – – –
SNB
1313
Security National Bank
Nebraska
$8.56K – – –
KSB
1314
Kennebec Savings Bank
Maine
$8.55K -$12.8K -225 -58%
NRG
1315
Nemes Rush Group
Michigan
$8.29K – – –
ADL
1316
Asset Dedication LLC
California
$8.24K -$472K -8,275 -98%
BC
1317
Barrett & Company
Rhode Island
$8.08K – – –
TC
1318
Trust Company
Kansas
$8.08K – – –
CAC
1319
Core Alternative Capital
Georgia
$8.03K – – –
ACM
1320
Anfield Capital Management
California
$7.92K – – –
NOI
1321
Newton One Investments
Delaware
$7.79K +$8.27K +145 New
HWP
1322
Highline Wealth Partners
California
$7.63K +$628 +11 +8%
MSWM
1323
Mowery & Schoenfeld Wealth Management
Illinois
$7.33K +$7.76K +136 New
FC
1324
Fairscale Capital
New Hampshire
$6.84K – – –
PWMG
1325
Prestige Wealth Management Group
New Jersey
$6.14K – – –