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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1401
Independent Advisor Alliance
North Carolina
$3.19K -$463K -7,365 -12%
ECM
1402
Estabrook Capital Management
New York
$3.19K – – –
BHWM
1403
Beaird Harris Wealth Management
Texas
$3.07K – – –
PWMG
1404
Prestige Wealth Management Group
New Jersey
$2.88K -$10.5K -167 -78%
BCPWM
1405
Bradley & Co Private Wealth Management
Florida
$2.7K – – –
LSA
1406
Lansing Street Advisors
Pennsylvania
$2.56K +$63 +1 +2%
BCMLT
1407
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.21K – – –
TFA
1408
Transamerica Financial Advisors
Florida
$2K -$342K -5,442 -100%
EAM
1409
Eukles Asset Management
Ohio
$2K – – –
NC
1410
NewSquare Capital
Pennsylvania
$1.84K +$1.88K +30 New
HWP
1411
Highline Wealth Partners
California
$1.78K – – –
MPCL
1412
My Personal CFO LLC
Washington
$1.72K +$1.76K +28 New
ACA
1413
Atlas Capital Advisors
Wyoming
$1.72K – – –
SC
1414
Stephens Consulting
Michigan
$1.47K -$9.61K -153 -86%
QL
1415
Quarry LP
New York
$1.29K +$1.32K +21 New
TFM
1416
TFC Financial Management
Massachusetts
$1.25K -$2.01K -32 -62%
SIC
1417
SJS Investment Consulting
Ohio
$1.23K +$628 +10 +100%
PWS
1418
Paragon Wealth Strategies
Florida
$1.23K +$1.26K +20 New
SBL
1419
Sargent Bickham Lagudis
Colorado
$1.17K – – –
WA
1420
WestEnd Advisors
North Carolina
$1.1K +$314 +5 +38%
SC
1421
Schubert & Co
Texas
$1.04K -$754 -12 -41%
KFP
1422
KB Financial Partners
New Jersey
$1K -$24.7K -394 -95%
PP
1423
PrairieView Partners
Minnesota
$1K -$7.03K -112 -82%
DI
1424
Disciplined Investments
Oklahoma
$797 -$22.9K -365 -97%
LWP
1425
Lumature Wealth Partners
Georgia
$797 – – –
55 56
57
58 59