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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1451
Disciplined Investments
Oklahoma
$27K +$2.25K +28 +10%
BCM
1452
Blume Capital Management
California
$27K +$25.5K +318 New
DC
1453
DeDora Capital
California
$27K +$25.6K +319 New
TFP
1454
Tilia Fiduciary Partners
North Carolina
$25K – – –
EIP
1455
Ellis Investment Partners
Pennsylvania
$25K +$24.3K +302 New
MWA
1456
Miller Wealth Advisors
Colorado
$24K – – –
AWA
1457
Aaron Wealth Advisors
Illinois
$23.3K +$22K +274 New
MFT
1458
Moisand Fitzgerald Tamayo
Florida
$23K -$19.4K -241 -47%
FWA
1459
FSC Wealth Advisors
New York
$23K – – –
HCM
1460
Highlander Capital Management
New Jersey
$23K – – –
PP
1461
PrairieView Partners
Minnesota
$23K – – –
TWM
1462
Tradition Wealth Management
Minnesota
$23K – – –
OLVIG
1463
Oliver Lagore Vanvalin Investment Group
Michigan
$23K +$21.3K +265 New
CG
1464
Cutler Group
California
$23K +$22.2K +276 New
AWM
1465
Accel Wealth Management
Iowa
$22K – – –
BAM
1466
Bellevue Asset Management
Washington
$22K – – –
NOI
1467
Newton One Investments
Delaware
$22K – – –
JWA
1468
JFS Wealth Advisors
Pennsylvania
$22K +$7.31K +91 +53%
IA
1469
IndexIQ Advisors
New York
$22K +$20.7K +258 New
HF
1470
Halpern Financial
Virginia
$21.8K – – –
CPFP
1471
Clear Perspectives Financial Planning
Ohio
$21K – – –
LB
1472
Legacy Bridge
Iowa
$21K – – –
HWMA
1473
Heritage Wealth Management (Arizona)
Arizona
$21K +$19.4K +242 New
JPLA
1474
Joseph P. Lucia & Associates
New York
$21K +$20K +249 New
JWM
1475
Janiczek Wealth Management
Colorado
$19K – – –
57 58
59
60 61