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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
1476
Community Financial Services Group
Vermont
$8.13K – – –
WA
1477
WPG Advisers
Maryland
$8.06K – – –
WETS
1478
Wealth Enhancement Trust Services
South Dakota
$7.92K +$2.86K +44 +61%
KG
1479
Kilter Group
New York
$7.85K – – –
EWP
1480
Elevation Wealth Partners
California
$7.72K +$4.81K +74 +190%
BONH
1481
Bank of New Hampshire
New Hampshire
$7.51K -$240K -3,690 -97%
VFM
1482
Vision Financial Markets
Connecticut
$7.17K +$65 +1 +1%
RWM
1483
Raffa Wealth Management
District of Columbia
$7.03K +$1.24K +19 +23%
AWM
1484
Activest Wealth Management
Florida
$6.62K +$6.31K +97 New
APW
1485
Allied Private Wealth
Florida
$6.22K +$5.79K +89 New
MWPCG
1486
Measured Wealth Private Client Group
New Hampshire
$6.21K – – –
DF
1487
Dunhill Financial
United Kingdom
$5.61K – – –
PIS
1488
POM Investment Strategies
North Carolina
$5.6K – – –
BF
1489
Brooklyn FI
New York
$5.54K +$5.07K +78 New
CWP
1490
Clark Wealth Partners
Illinois
$4.99K -$780 -12 -14%
SWP
1491
Strategic Wealth Partners
Ohio
$4.92K +$260 +4 +6%
AAG
1492
Accordant Advisory Group
Maryland
$4.85K – – –
CWA
1493
Carolina Wealth Advisors
South Carolina
$4.78K – – –
HNW
1494
High Note Wealth
Minnesota
$4.78K +$2.08K +32 +84%
KCM
1495
Key Capital Management
Tennessee
$4.51K – – –
BHWM
1496
Beaird Harris Wealth Management
Texas
$4.23K – – –
BWM
1497
Benson Wealth Management
Tennessee
$4.1K – – –
JSAM
1498
J. Safra Asset Management
New York
$4.1K – – –
PWA
1499
Principia Wealth Advisory
Texas
$4.03K +$455 +7 +13%
PCM
1500
Penserra Capital Management
California
$4K -$195 -3 -4%
58 59
60
61 62