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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
526
Main Street Research
Connecticut
$919K -$194K -2,498 -17%
HSA
527
HBK Sorce Advisory
Pennsylvania
$918K -$15.2K -196 -2%
LS
528
Livforsakringsbolaget Skandia
Sweden
$917K – – –
FPCG
529
Fort Pitt Capital Group
Pennsylvania
$912K +$210K +2,700 +30%
CT
530
Coastline Trust
Rhode Island
$902K -$44.5K -572 -5%
FT
531
Fiduciary Trust
Massachusetts
$902K +$239K +3,076 +36%
MTC
532
McDaniel Terry & Co
Texas
$899K – – –
WTC
533
WhitTier Trust Company
Nevada
$896K – – –
NA
534
NewEdge Advisors
Louisiana
$891K +$422K +5,432 +88%
AIM
535
Anchor Investment Management
South Carolina
$890K +$46.1K +593 +5%
OFS
536
Orrstown Financial Services
Pennsylvania
$883K -$54.5K -701 -6%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$882K +$892K +11,468 New
FMC
538
First Merchants Corp
Indiana
$876K +$885K +11,385 New
PPSG
539
Princeton Portfolio Strategies Group
New Jersey
$869K -$2.33K -30 -0.3%
EHWM
540
Eads & Heald Wealth Management
Georgia
$853K – – –
BBA
541
BLB&B Advisors
Pennsylvania
$848K -$9.72K -125 -1%
BFM
542
Boston Financial Management
Massachusetts
$839K -$100K -1,290 -11%
TBA
543
Tower Bridge Advisors
Pennsylvania
$833K -$77.8K -1,000 -8%
FI
544
FormulaFolio Investments
Michigan
$830K +$18.4K +237 +2%
WCM
545
Windward Capital Management
California
$827K +$28.2K +363 +3%
HFM
546
Hartford Financial Management
Connecticut
$826K – – –
FHA
547
First Horizon Advisors
Tennessee
$825K +$130K +1,674 +18%
GC
548
Grimes & Company
Massachusetts
$822K +$40.9K +526 +5%
AT
549
Argent Trust
Texas
$819K +$778 +10 +0.1%
ZCA
550
Zeke Capital Advisors
Pennsylvania
$818K +$327K +4,206 +65%
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