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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1301
Horizon Financial Services
North Carolina
$3.5K +$1.7K +31 +100%
FC
1302
Fairscale Capital
New Hampshire
$3.21K – – –
TIM
1303
Thompson Investment Management
Wisconsin
$3.17K – – –
PCM
1304
Penserra Capital Management
California
$3K – – –
CMP
1305
Coston McIsaac & Partners
Maine
$3K +$55 +1 +2%
IWM
1306
IMG Wealth Management
Florida
$2.88K +$2.79K +51 New
SA
1307
Scarborough Advisors
Maryland
$2.83K +$2.74K +50 New
TIM
1308
Tortoise Investment Management
New York
$2.77K +$2.69K +49 New
JGIA
1309
Jackson Grant Investment Advisers
Connecticut
$2.6K – – –
BCPWM
1310
Bradley & Co Private Wealth Management
Florida
$2.49K – – –
CWM
1311
Cedar Wealth Management
California
$2.43K +$2.36K +43 New
ACA
1312
Atlas Capital Advisors
Wyoming
$2.37K – – –
BI
1313
Binnacle Investments
Iowa
$2.32K – – –
T
1314
Transce3nd
Texas
$2.26K – – –
RWM
1315
Rialto Wealth Management
New York
$2.21K +$438 +8 +26%
MBFW
1316
Morton Brown Family Wealth
Pennsylvania
$2.2K – – –
CVM
1317
Cheviot Value Management
California
$2.1K -$1.64K -30 -47%
WTFG
1318
Wood Tarver Financial Group
Idaho
$2K – – –
PWA
1319
Principia Wealth Advisory
Texas
$1.98K +$931 +17 +94%
GTAM
1320
Global Trust Asset Management
Florida
$1.92K – – –
BHWM
1321
Beaird Harris Wealth Management
Texas
$1.92K +$1.86K +34 New
T
1322
Tidemark
California
$1.86K – – –
GC
1323
GFG Capital
Florida
$1.86K +$1.81K +33 New
IHWM
1324
Iron Horse Wealth Management
Iowa
$1.7K – – –
CAC
1325
Core Alternative Capital
Georgia
$1.64K – – –
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