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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1401
Clearview Wealth Advisors
Oregon
$20K +$20.8K +262 New
CIAS
1402
CBIZ Investment Advisory Services
Ohio
$19K – – –
AWM
1403
Accel Wealth Management
Iowa
$19K +$20K +252 New
APWM
1404
Atlas Private Wealth Management
New York
$18K -$7.95K -100 -30%
MF
1405
Manchester Financial
California
$18K -$7.79K -98 -29%
LB
1406
Legacy Bridge
Iowa
$18K – – –
MFT
1407
Moisand Fitzgerald Tamayo
Florida
$18K – – –
CPFP
1408
Clear Perspectives Financial Planning
Ohio
$18K +$19.5K +245 New
WLPWM
1409
Walled Lake Planning & Wealth Management
Illinois
$17K -$1.51K -19 -8%
COCM
1410
Charter Oak Capital Management
New Hampshire
$17K +$16.4K +207 New
BCM
1411
Bourgeon Capital Management
Connecticut
$16K – – –
PFA
1412
Professional Financial Advisors
Nebraska
$16K – – –
KFS
1413
Kelly Financial Services
Massachusetts
$15.4K +$79 +1 +0.5%
TFIPS
1414
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15K +$15.9K +200 New
FPB
1415
First PREMIER Bank
South Dakota
$15K – – –
KPCM
1416
Kings Point Capital Management
New York
$15K – – –
TAIM
1417
TD Ameritrade Investment Management
Nebraska
$15K +$2.78K +35 +20%
CFD
1418
Creative Financial Designs
Indiana
$13K -$6.99K -88 -33%
SJIM
1419
St. Johns Investment Management
Florida
$13K – – –
JWA
1420
JFS Wealth Advisors
Pennsylvania
$13K +$3.97K +50 +41%
JWM
1421
Janiczek Wealth Management
Colorado
$13K +$5K +63 +54%
RWM
1422
Raffa Wealth Management
District of Columbia
$12K +$1.27K +16 +11%
PWMG
1423
Prestige Wealth Management Group
New Jersey
$12K -$8.58K -108 -39%
AJ
1424
Ashburton (Jersey)
Jersey
$12K – – –
NFSG
1425
Newbridge Financial Services Group
Florida
$11K – – –
55 56
57
58 59