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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1426
Mascoma Wealth Management
New Hampshire
$1.41K +$1.45K +24 New
SFS
1427
Sunrise Financial Services
Washington
$1.41K +$1.45K +24 New
SFCL
1428
Strengthening Families & Communities LLC
Massachusetts
$1.36K +$1.15K +19 +475%
GK
1429
Graney & King
New York
$1.29K – – –
CB
1430
Centennial Bank
Arkansas
$1.17K – – –
OC
1431
Optima Capital
Oregon
$1.17K +$1.21K +20 New
CMP
1432
Coston McIsaac & Partners
Maine
$1K -$2.29K -38 -64%
LIA
1433
Luken Investment Analytics
Tennessee
$879 +$904 +15 New
MSWM
1434
Mowery & Schoenfeld Wealth Management
Illinois
$879 +$904 +15 New
TFM
1435
TFC Financial Management
Massachusetts
$821 – – –
FGA
1436
Fortis Group Advisors
New Jersey
$762 – – –
QWM
1437
Quaker Wealth Management
New Jersey
$704 +$60 +1 +9%
RWS
1438
Retirement Wealth Solutions
Wisconsin
$645 -$120 -2 -15%
RFG
1439
REAP Financial Group
Texas
$586 – – –
NL
1440
NorthAvenue LLC
Ohio
$528 +$542 +9 New
DCM
1441
Davis Capital Management
Florida
$527 +$60 +1 +13%
TAM
1442
Tucker Asset Management
Colorado
$527 +$542 +9 New
VWA
1443
Valued Wealth Advisors
Utah
$475 +$241 +4 +100%
EWP
1444
Elevation Wealth Partners
California
$469 – – –
SA
1445
Seneschal Advisors
Washington
$469 +$120 +2 +33%
HNW
1446
High Note Wealth
Minnesota
$410 +$60 +1 +17%
EFMH
1447
E Fund Management (HK)
Hong Kong
$360 – – –
PWAM
1448
Private Wealth Asset Management
Iowa
$352 -$25.3K -420 -99%
WBC
1449
West Branch Capital
Massachusetts
$352 – – –
RJA
1450
Ross\Johnson & Associates
Minnesota
$352 +$361 +6 New
56 57
58
59 60