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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
1401
Tilia Fiduciary Partners
North Carolina
$23K +$21.8K +290 New
VCM
1402
Versant Capital Management
Arizona
$22K -$903 -12 -4%
PP
1403
PrairieView Partners
Minnesota
$22K – – –
FWA
1404
FSC Wealth Advisors
New York
$22K +$20.6K +274 New
MWA
1405
Miller Wealth Advisors
Colorado
$22K +$21.1K +280 New
HCM
1406
Highlander Capital Management
New Jersey
$21K – – –
NOI
1407
Newton One Investments
Delaware
$21K – – –
TWM
1408
Tradition Wealth Management
Minnesota
$21K – – –
C
1409
Covestor
United Kingdom
$21K +$19.8K +263 New
MTWM
1410
Masso Torrence Wealth Management
New Jersey
$21K +$20.3K +270 New
HF
1411
Halpern Financial
Virginia
$20.1K +$19.3K +256 New
AWM
1412
Accel Wealth Management
Iowa
$20K – – –
BAM
1413
Bellevue Asset Management
Washington
$20K +$75 +1 +0.4%
AP
1414
Arlington Partners
Alabama
$20K +$18.8K +250 New
CPFP
1415
Clear Perspectives Financial Planning
Ohio
$19K – – –
LB
1416
Legacy Bridge
Iowa
$19K – – –
CA
1417
Centerpoint Advisors
Massachusetts
$19K +$18.3K +243 New
JWM
1418
Janiczek Wealth Management
Colorado
$17K -$2.48K -33 -13%
PFA
1419
Professional Financial Advisors
Nebraska
$17K – – –
KFS
1420
Kelly Financial Services
Massachusetts
$16.6K +$150 +2 +1%
FPB
1421
First PREMIER Bank
South Dakota
$16K – – –
WWMSC
1422
Wagner Wealth Management (South Carolina)
South Carolina
$16K – – –
PWMG
1423
Prestige Wealth Management Group
New Jersey
$16K +$903 +12 +6%
OA
1424
Operose Advisors
Wisconsin
$16K +$15K +200 New
RDIA
1425
RE Dickinson Investment Advisors
Iowa
$16K +$15K +200 New
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