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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1326
MPWM Advisory Solutions
Georgia
$1.64K – – –
BHWM
1327
Bay Harbor Wealth Management
Maryland
$1.58K +$548 +10 +56%
GK
1328
Graney & King
New York
$1.24K – – –
RWA
1329
Redmont Wealth Advisors
Illinois
$1.24K – – –
PWM
1330
Parkworth Wealth Management
California
$1.19K +$658 +12 +133%
SHIM
1331
Stone House Investment Management
Pennsylvania
$1.13K – – –
CB
1332
Centennial Bank
Arkansas
$1.13K +$1.1K +20 New
WA
1333
Whipplewood Advisors
Colorado
$1.02K -$1.75K -32 -64%
CWM
1334
CarsonAllaria Wealth Management
Illinois
$1.02K – – –
HIA
1335
HFM Investment Advisors
New Jersey
$848 +$438 +8 +114%
MSWA
1336
Marshall & Sterling Wealth Advisors
New York
$792 – – –
SC
1337
Stephens Consulting
Michigan
$792 +$767 +14 New
FGA
1338
Fortis Group Advisors
New Jersey
$735 – – –
TFM
1339
TFC Financial Management
Massachusetts
$735 – – –
QWM
1340
Quaker Wealth Management
New Jersey
$622 +$603 +11 New
SWP
1341
Strategic Wealth Partners
Ohio
$622 +$603 +11 New
RFG
1342
REAP Financial Group
Texas
$565 +$548 +10 New
RCM
1343
Raleigh Capital Management
North Carolina
$553 -$384 -7 -41%
WBC
1344
West Branch Capital
Massachusetts
$340 – – –
TFA
1345
Transamerica Financial Advisors
Florida
$248 – – –
SFCL
1346
Strengthening Families & Communities LLC
Massachusetts
$229 +$219 +4 New
HNW
1347
High Note Wealth
Minnesota
$170 +$164 +3 New
VWA
1348
Valued Wealth Advisors
Utah
$116 – – –
MAM
1349
Meeder Asset Management
Ohio
$57 -$5.19M -94,772 -100%
CIA
1350
ClearBridge Investments (Australia)
Australia
– -$139M -2,483,777 Closed
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