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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1326
Tarbox Family Office
California
$28K -$41.3K -506 -56%
CAC
1327
Certified Advisory Corp
Florida
$27K +$1.23K +15 +4%
APWM
1328
Atlas Private Wealth Management
New York
$24K -$8K -98 -22%
MF
1329
Manchester Financial
California
$24K -$980 -12 -3%
BEI
1330
Benjamin Edwards Inc
Missouri
$24K – – –
IFA
1331
Interactive Financial Advisors
Illinois
$24K – – –
WPA
1332
West Paces Advisors
Georgia
$23.8K -$5.47K -67 -17%
RE
1333
RBC Europe
United Kingdom
$23.1K -$20.4K -250 -44%
BAMG
1334
Brand Asset Management Group
Missouri
$23K +$327 +4 +1%
PA
1335
Procyon Advisors
Connecticut
$23K +$25.5K +312 +2,400%
PFO
1336
Pathstone Family Office
New Jersey
$22K +$25.3K +310 New
FDCDDQ
1337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.7K -$16.3K -200 -40%
FA
1338
Fortis Advisors
Pennsylvania
$21K +$11.8K +145 +99%
PP
1339
PrairieView Partners
Minnesota
$20K +$22.4K +274 New
HCM
1340
Highlander Capital Management
New Jersey
$19K – – –
PHK
1341
Point72 Hong Kong
Hong Kong
$19K +$21.5K +263 New
CIAS
1342
CBIZ Investment Advisory Services
Ohio
$18K – – –
LB
1343
Legacy Bridge
Iowa
$18K +$20K +245 New
MFT
1344
Moisand Fitzgerald Tamayo
Florida
$17K -$8.82K -108 -31%
LWM
1345
Lenox Wealth Management
Ohio
$17K – – –
ME
1346
McIlrath & Eck
Washington
$17K – – –
WB
1347
West Bancorporation
Iowa
$16K -$5.88K -72 -25%
BCM
1348
Bourgeon Capital Management
Connecticut
$16K – – –
SC
1349
Solstein Capital
California
$15K +$1.06K +13 +7%
KFS
1350
Kelly Financial Services
Massachusetts
$14.4K +$163 +2 +1%
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