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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1401
Lenox Wealth Management
Ohio
$20K – – –
ME
1402
McIlrath & Eck
Washington
$20K – – –
BCM
1403
Bourgeon Capital Management
Connecticut
$18K – – –
TWP
1404
TFO Wealth Partners
Ohio
$18K +$18.4K +225 New
LWM
1405
Lionsbridge Wealth Management
Florida
$18K +$18.9K +231 New
FPB
1406
First PREMIER Bank
South Dakota
$17K – – –
KPCM
1407
Kings Point Capital Management
New York
$17K – – –
SC
1408
Solstein Capital
California
$17K +$16.3K +200 New
AP
1409
Americana Partners
Texas
$17K +$17K +208 New
KFS
1410
Kelly Financial Services
Massachusetts
$16.3K +$163 +2 +1%
FNBOSM
1411
First National Bank of South Miami
Florida
$16K +$15.4K +188 New
DI
1412
Disciplined Investments
Oklahoma
$16K +$15.4K +189 New
1W
1413
1776 Wealth
Georgia
$15K +$15.2K +186 New
ARMC
1414
American Research & Management Company
Massachusetts
$14K -$14.9K -182 -52%
LFG
1415
Larson Financial Group
Missouri
$14K – – –
IWP
1416
IAG Wealth Partners
Wisconsin
$14K +$13.6K +166 New
TAIM
1417
TD Ameritrade Investment Management
Nebraska
$13K +$6.29K +77 +93%
BCI
1418
Brinker Capital Investments
Pennsylvania
$12K – – –
MSFP
1419
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
TFGT
1420
TS Financial Group (TSFG)
Illinois
$12K – – –
PP
1421
Pacifica Partners
Canada
$12K +$11.4K +140 New
SL
1422
Savior LLC
Massachusetts
$12K +$11.8K +144 New
FA
1423
Fortis Advisors
Pennsylvania
$12K +$11.9K +146 New
HWM
1424
Howard Wealth Management
Connecticut
$12K +$12.3K +150 New
SSWG
1425
Seven Springs Wealth Group
Tennessee
$12K +$12.3K +150 New
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