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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1151
Thoroughbred Financial Services
Tennessee
$211K -$71.7K -1,142 -25%
HIA
1152
Harbor Investment Advisory
Maryland
$211K +$33.4K +532 +18%
VCM
1153
Versant Capital Management
Arizona
$210K -$3.2K -51 -1%
DRD
1154
Dennis R. Delaney
$209K -$20.9K -332 -9%
SRC
1155
Stone Run Capital
New York
$209K – – –
IP
1156
Investment Partners
Ohio
$208K -$657K -10,459 -76%
EFSCE
1157
Enterprise Financial Services Corp (EFSC)
Missouri
$208K -$10.8K -172 -5%
WWM
1158
Western Wealth Management
Colorado
$208K -$557K -8,873 -72%
WFS
1159
Widmann Financial Services
Maryland
$207K -$483K -7,689 -69%
OFG
1160
Oxford Financial Group
Indiana
$206K – – –
CCFP
1161
Charles Carroll Financial Partners
Massachusetts
$205K -$87.9K -1,400 -29%
LIA
1162
LSP Investment Advisors
New York
$205K – – –
NPPM
1163
North Point Portfolio Managers
Ohio
$205K – – –
ZCM
1164
Ziegler Capital Management
Illinois
$205K +$20.2K +321 +11%
ST
1165
Somerset Trust
Pennsylvania
$204K – – –
OAM
1166
Oppenheimer Asset Management
New York
$203K -$36.5K -581 -15%
CA
1167
Cornerstone Advisors
North Carolina
$202K – – –
MFC
1168
Morris Financial Concepts
South Carolina
$200K -$57K -907 -22%
CA
1169
Clearstead Advisors
Ohio
$199K -$106K -1,681 -34%
KTC
1170
Kistler-Tiffany Companies
Pennsylvania
$194K -$12.4K -197 -6%
SC
1171
Sawyer & Company
Massachusetts
$193K – – –
CHA
1172
Carmichael Hill & Associates
Maryland
$182K +$377 +6 +0.2%
EWM
1173
Evermay Wealth Management
Virginia
$176K -$65.3K -1,040 -27%
CWC
1174
Carolinas Wealth Consulting
North Carolina
$173K -$3.71K -59 -0.1%
GTAM
1175
Global Trust Asset Management
Florida
$172K -$2.51K -40 -1%
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47
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