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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1501
Princeton Global Asset Management
New Jersey
$3.77K -$9.43K -145 -73%
EI
1502
EFG International
$3.55K -$27.1K -417 -89%
SFG
1503
Strive Financial Group
Indiana
$3.42K – – –
UCB
1504
United Community Bank
South Carolina
$3.28K – – –
CCMI
1505
Creative Capital Management Investments
California
$3.21K +$3.06K +47 New
VEA
1506
Virtus ETF Advisers
New York
$3K -$206K -3,163 -99%
BCPWM
1507
Bradley & Co Private Wealth Management
Florida
$3K – – –
VWA
1508
Valued Wealth Advisors
Utah
$2.81K +$65 +1 +3%
WA
1509
WestEnd Advisors
North Carolina
$2.8K +$260 +4 +11%
T
1510
Tidemark
California
$2.73K – – –
SFCL
1511
Strengthening Families & Communities LLC
Massachusetts
$2.37K +$715 +11 +46%
BH
1512
Burk Holdings
Oklahoma
$2.32K – – –
CVM
1513
Cheviot Value Management
California
$2.32K – – –
GTAM
1514
Global Trust Asset Management
Florida
$2.32K – – –
HIA
1515
HFM Investment Advisors
New Jersey
$2.12K +$1.04K +16 +107%
MAS
1516
MPWM Advisory Solutions
Georgia
$1.98K – – –
TFM
1517
TFC Financial Management
Massachusetts
$1.84K +$845 +13 +93%
JFA
1518
JNBA Financial Advisors
Minnesota
$1.78K +$1.69K +26 New
SFS
1519
Sunrise Financial Services
Washington
$1.64K – – –
DCM
1520
Davis Capital Management
Florida
$1.64K +$1.04K +16 +200%
GK
1521
Graney & King
New York
$1.5K – – –
QWM
1522
Quaker Wealth Management
New Jersey
$1.37K +$455 +7 +54%
CMP
1523
Coston McIsaac & Partners
Maine
$1K +$65 +1 +5%
POIA
1524
Pin Oak Investment Advisors
Texas
$1K +$780 +12 New
RWS
1525
Retirement Wealth Solutions
Wisconsin
$957 +$260 +4 +40%
59 60
61
62 63