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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1376
WestEnd Advisors
North Carolina
$2.39K +$2.32K +39 New
GTAM
1377
Global Trust Asset Management
Florida
$2.08K – – –
CVM
1378
Cheviot Value Management
California
$2.03K – – –
T
1379
Tidemark
California
$2.02K – – –
CAC
1380
Core Alternative Capital
Georgia
$1.77K – – –
MAS
1381
MPWM Advisory Solutions
Georgia
$1.77K – – –
SHIM
1382
Stone House Investment Management
Pennsylvania
$1.77K +$535 +9 +45%
TCB
1383
Texas Capital Bancshares
Texas
$1.77K +$1.72K +29 New
CWP
1384
Clark Wealth Partners
Illinois
$1.7K +$1.72K +29 New
GLF
1385
Groupe la Francaise
France
$1.45K +$1.67K +28 New
GK
1386
Graney & King
New York
$1.35K – – –
RWA
1387
Redmont Wealth Advisors
Illinois
$1.35K – – –
AFG
1388
Albion Financial Group
Utah
$1.22K -$10.7K -180 -90%
CB
1389
Centennial Bank
Arkansas
$1.22K – – –
HIA
1390
HFM Investment Advisors
New Jersey
$918 – – –
TFM
1391
TFC Financial Management
Massachusetts
$857 +$59 +1 +8%
RWS
1392
Retirement Wealth Solutions
Wisconsin
$796 +$773 +13 New
FGA
1393
Fortis Group Advisors
New Jersey
$795 – – –
QWM
1394
Quaker Wealth Management
New Jersey
$673 – – –
SWP
1395
Strategic Wealth Partners
Ohio
$673 – – –
RFG
1396
REAP Financial Group
Texas
$612 – – –
MAM
1397
MMA Asset Management
Pennsylvania
$555 +$535 +9 New
BIM
1398
Breakwater Investment Management
Washington
$551 +$535 +9 New
EWP
1399
Elevation Wealth Partners
California
$490 +$476 +8 New
DCM
1400
Davis Capital Management
Florida
$489 +$476 +8 New
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