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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
1501
Ogorek Anthony Joseph
New York
$4K – – –
BW
1502
Basepoint Wealth
Iowa
$3.93K +$3.77K +58 New
KA
1503
Kozak & Associates
Colorado
$3.92K -$715 -11 -16%
TIM
1504
Thompson Investment Management
Wisconsin
$3.82K – – –
PGAM
1505
Princeton Global Asset Management
New Jersey
$3.77K -$9.43K -145 -73%
EI
1506
EFG International
$3.55K -$27.1K -417 -89%
SFG
1507
Strive Financial Group
Indiana
$3.42K – – –
UCB
1508
United Community Bank
South Carolina
$3.28K – – –
CCMI
1509
Creative Capital Management Investments
California
$3.21K +$3.06K +47 New
VEA
1510
Virtus ETF Advisers
New York
$3K -$206K -3,163 -99%
BCPWM
1511
Bradley & Co Private Wealth Management
Florida
$3K – – –
VWA
1512
Valued Wealth Advisors
Utah
$2.81K +$65 +1 +3%
WA
1513
WestEnd Advisors
North Carolina
$2.8K +$260 +4 +11%
T
1514
Tidemark
California
$2.73K – – –
SFCL
1515
Strengthening Families & Communities LLC
Massachusetts
$2.37K +$715 +11 +46%
BH
1516
Burk Holdings
Oklahoma
$2.32K – – –
CVM
1517
Cheviot Value Management
California
$2.32K – – –
GTAM
1518
Global Trust Asset Management
Florida
$2.32K – – –
HIA
1519
HFM Investment Advisors
New Jersey
$2.12K +$1.04K +16 +107%
MAS
1520
MPWM Advisory Solutions
Georgia
$1.98K – – –
TFM
1521
TFC Financial Management
Massachusetts
$1.84K +$845 +13 +93%
JFA
1522
JNBA Financial Advisors
Minnesota
$1.78K +$1.69K +26 New
SFS
1523
Sunrise Financial Services
Washington
$1.64K – – –
DCM
1524
Davis Capital Management
Florida
$1.64K +$1.04K +16 +200%
GK
1525
Graney & King
New York
$1.5K – – –