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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1451
Global Trust Asset Management
Florida
$2.1K – – –
BH
1452
Burk Holdings
Oklahoma
$2.1K +$2.1K +34 New
MAS
1453
MPWM Advisory Solutions
Georgia
$1.79K – – –
RC
1454
Rexford Capital
Texas
$1.55K +$1.54K +25 New
SFS
1455
Sunrise Financial Services
Washington
$1.48K – – –
AFG
1456
Albion Financial Group
Utah
$1.48K +$1.48K +24 New
SFCL
1457
Strengthening Families & Communities LLC
Massachusetts
$1.45K +$62 +1 +4%
GK
1458
Graney & King
New York
$1.36K – – –
VR
1459
Vision Retirement
New Jersey
$1.11K +$1.11K +18 New
CMP
1460
Coston McIsaac & Partners
Maine
$1K – – –
PJC
1461
Phillip James Consulting
Minnesota
$1K +$556 +9 New
HIA
1462
HFM Investment Advisors
New Jersey
$927 -$2.66K -43 -74%
TFM
1463
TFC Financial Management
Massachusetts
$866 – – –
MB
1464
MidFirst Bank
Oklahoma
$865 +$865 +14 New
FGA
1465
Fortis Group Advisors
New Jersey
$804 – – –
QWM
1466
Quaker Wealth Management
New Jersey
$804 +$62 +1 +8%
IWS
1467
Intentional Wealth Strategies
Colorado
$804 +$803 +13 New
NWS
1468
Nvest Wealth Strategies
Ohio
$804 +$803 +13 New
MWM
1469
Mascoma Wealth Management
New Hampshire
$742 -$741 -12 -50%
NF
1470
Napier Financial
Massachusetts
$742 +$741 +12 New
TM
1471
Torren Management
California
$663 -$33.7K -545 -98%
RWS
1472
Retirement Wealth Solutions
Wisconsin
$619 -$62 -1 -9%
RFG
1473
REAP Financial Group
Texas
$618 – – –
PWA
1474
Portus Wealth Advisors
North Carolina
$618 +$618 +10 New
DCM
1475
Davis Capital Management
Florida
$495 -$62 -1 -11%
57 58
59
60 61