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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1426
Cornerstone Financial Management
Massachusetts
$17.4K +$8.91K +137 +116%
TWD
1427
True Wealth Design
Ohio
$17.3K +$3.32K +51 +25%
TC
1428
Trust Company
Kansas
$17.2K – – –
SW
1429
StrongBox Wealth
Missouri
$17.1K +$16.3K +250 New
AFC
1430
Ares Financial Consulting
California
$16.9K – – –
LB
1431
Legacy Bridge
Iowa
$16.7K – – –
DWM
1432
Dogwood Wealth Management
Kansas
$16.7K +$3.84K +59 +32%
HWP
1433
Highline Wealth Partners
California
$16.3K +$1.1K +17 +8%
PP
1434
Pingora Partners
Wyoming
$16K – – –
BFP
1435
Birchwood Financial Partners
Minnesota
$15.8K – – –
CIAS
1436
CBIZ Investment Advisory Services
Ohio
$15.5K – – –
WAS
1437
Winch Advisory Services
Wisconsin
$15.3K +$65 +1 +0.4%
AG
1438
AmeriFlex Group
Nevada
$15.2K -$11.4K -176 -44%
FPF
1439
First Pacific Financial
Washington
$15.1K +$14.4K +221 New
PWMG
1440
Prestige Wealth Management Group
New Jersey
$14.6K – – –
APW
1441
Acima Private Wealth
Virginia
$14.5K – – –
GCM
1442
Gables Capital Management
Florida
$14.3K – – –
NRG
1443
Nemes Rush Group
Michigan
$14.3K – – –
RS
1444
Rakuten Securities
Japan
$14.1K +$520 +8 +4%
1CP
1445
1015 Capital Partners
Pennsylvania
$13.9K +$130 +2 +1%
OA
1446
Operose Advisors
Wisconsin
$13.7K -$6.11K -94 -32%
CTC
1447
Cetera Trust Company
Minnesota
$13.7K – – –
SWP
1448
SIMA Wealth Partners
Virginia
$13.7K – – –
BCM
1449
Boreal Capital Management
Florida
$13K – – –
BIA
1450
Bell Investment Advisors
California
$12.6K +$520 +8 +5%
56 57
58
59 60