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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
776
Segment Wealth Management
Texas
$642K -$24.3K -300 -4%
SACTSONJ
777
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$640K – – –
JSL
778
JT Stratford LLC
Georgia
$640K +$97K +1,200 +18%
SIC
779
Shoker Investment Counsel
Ohio
$639K +$44.5K +550 +7%
FG
780
Fiduciary Group
Georgia
$638K -$6.95K -86 -1%
BI
781
Ballast Inc
Kentucky
$638K – – –
CICI
782
Capital Investment Counsel Inc
North Carolina
$635K -$75.9K -939 -11%
HI
783
Hudock Inc
Pennsylvania
$633K -$890 -11 -0.1%
HCM
784
Hodges Capital Management
Texas
$630K +$1.94K +24 +0.3%
BRM
785
Boston Research & Management
Massachusetts
$628K – – –
RIM
786
Rampart Investment Management
Connecticut
$624K +$1.04M +12,902 +181%
CCM
787
Compton Capital Management
Rhode Island
$623K -$8.09K -100 -1%
PFC
788
Phocas Financial Corp
California
$616K – – –
TSW
789
Thompson Siegel & Walmsley
Virginia
$612K -$12.1K -150 -2%
ZCA
790
Zeke Capital Advisors
Pennsylvania
$610K +$195K +2,412 +46%
DWM
791
Doyle Wealth Management
Florida
$602K -$52.5K -649 -8%
CCG
792
Cypress Capital Group
Florida
$601K +$15.5K +192 +3%
DWM
793
Darwin Wealth Management
Florida
$595K -$9.7K -120 -2%
LNWWM
794
Laird Norton Wetherby Wealth Management
California
$595K -$3.23K -40 -0.5%
BIAS
795
Beacon Investment Advisory Services
New Jersey
$593K -$72K -890 -11%
PIA
796
Piedmont Investment Advisors
North Carolina
$592K -$1.87M -23,080 -76%
CBTWT
797
Community Bank & Trust (Waco, Texas)
Texas
$592K – – –
FWM
798
Frontier Wealth Management
Missouri
$590K +$46.5K +575 +8%
LOAME
799
Lombard Odier Asset Management (Europe)
United Kingdom
$585K – – –
LIA
800
LBMC Investment Advisors
Tennessee
$584K -$151K -1,869 -20%
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32
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