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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1401
Bay Harbor Wealth Management
Maryland
$3.63K +$1.15K +19 +44%
JSAM
1402
J. Safra Asset Management
New York
$3.52K – – –
BWM
1403
Benson Wealth Management
Tennessee
$3.52K +$3.62K +60 New
HIA
1404
HFM Investment Advisors
New Jersey
$3.4K +$2.59K +43 +287%
TIM
1405
Thompson Investment Management
Wisconsin
$3.28K – – –
UOTTAIMCU
1406
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.05K +$3.13K +52 New
SFG
1407
Strive Financial Group
Indiana
$2.93K +$3.01K +50 New
PWA
1408
Principia Wealth Advisory
Texas
$2.75K +$482 +8 +21%
BCPWM
1409
Bradley & Co Private Wealth Management
Florida
$2.58K – – –
RWM
1410
Rialto Wealth Management
New York
$2.52K – – –
CWM
1411
Cedar Wealth Management
California
$2.52K – – –
ACA
1412
Atlas Capital Advisors
Wyoming
$2.46K +$2.53K +42 New
MBFW
1413
Morton Brown Family Wealth
Pennsylvania
$2.29K – – –
WA
1414
WestEnd Advisors
North Carolina
$2.17K -$120 -2 -5%
CVM
1415
Cheviot Value Management
California
$2.06K – – –
GTAM
1416
Global Trust Asset Management
Florida
$1.99K – – –
T
1417
Tidemark
California
$1.93K – – –
SHIM
1418
Stone House Investment Management
Pennsylvania
$1.88K +$181 +3 +10%
KCM
1419
Key Capital Management
Tennessee
$1.88K +$1.93K +32 New
CWP
1420
Clark Wealth Partners
Illinois
$1.7K – – –
MAS
1421
MPWM Advisory Solutions
Georgia
$1.7K – – –
RCM
1422
Raleigh Capital Management
North Carolina
$1.62K +$1.26K +21 +300%
WW
1423
Winnow Wealth
Texas
$1.53K -$93.8K -1,557 -98%
MWM
1424
Mascoma Wealth Management
New Hampshire
$1.41K +$1.45K +24 New
SFS
1425
Sunrise Financial Services
Washington
$1.41K +$1.45K +24 New
55 56
57
58 59