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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1351
Atlas Capital Advisors
Wyoming
$2.26K +$799 +14 +50%
CSWM
1352
Cassady Schiller Wealth Management
Ohio
$2.21K +$2.34K +41 New
T
1353
Transce3nd
Texas
$2.15K +$2.28K +40 New
MBFW
1354
Morton Brown Family Wealth
Pennsylvania
$2.1K -$13.3K -233 -86%
WTFG
1355
Wood Tarver Financial Group
Idaho
$2K +$2.28K +40 New
GTAM
1356
Global Trust Asset Management
Florida
$1.83K -$89K -1,560 -98%
T
1357
Tidemark
California
$1.78K – – –
MAS
1358
MPWM Advisory Solutions
Georgia
$1.56K +$1.65K +29 New
NC
1359
NewSquare Capital
Pennsylvania
$1.56K +$1.65K +29 New
GK
1360
Graney & King
New York
$1.19K +$1.25K +22 New
NL
1361
NVWM LLC
Pennsylvania
$1.13K – – –
TFA
1362
Transamerica Financial Advisors
Florida
$1K – – –
PWA
1363
Principia Wealth Advisory
Texas
$969 +$1.03K +18 New
WA
1364
WPG Advisers
Maryland
$754 +$799 +14 New
TFM
1365
TFC Financial Management
Massachusetts
$701 -$1.25K -22 -63%
FGA
1366
Fortis Group Advisors
New Jersey
$700 – – –
CAM
1367
Chesapeake Asset Management
New York
$538 +$285 +5 +100%
PWM
1368
Parkworth Wealth Management
California
$485 +$513 +9 New
WA
1369
Whipplewood Advisors
Colorado
$485 +$513 +9 New
AWM
1370
Activest Wealth Management
Florida
$431 +$456 +8 New
CAWM
1371
Capital A Wealth Management
Pennsylvania
$431 +$456 +8 New
WBC
1372
West Branch Capital
Massachusetts
$324 – – –
HNW
1373
High Note Wealth
Minnesota
$162 +$171 +3 New
NS
1374
NBC Securities
Alabama
$87 -$179K -3,133 -100%
PFG
1375
Putney Financial Group
California
$36 +$57 +1 New
53 54
55
56 57