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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
901
Boothe Investment Group
Delaware
$420K +$409K +5,315 New
QCIG
902
Quad-Cities Investment Group
Iowa
$417K -$11.8K -154 -3%
MMG
903
Monetary Management Group
Missouri
$416K +$21.1K +275 +6%
VNA
904
Valley National Advisers
Pennsylvania
$413K +$230K +2,985 +133%
ZCA
905
Zeke Capital Advisors
Pennsylvania
$412K -$644K -8,372 -62%
WDA
906
Wendell David Associates
New Hampshire
$410K – – –
NL
907
NVWM LLC
Pennsylvania
$407K +$10.8K +140 +3%
RG
908
Rikoon Group
New Mexico
$405K +$50K +650 +15%
CSM
909
CAMG Solamere Management
North Carolina
$403K -$191K -2,487 -33%
VCM
910
Virtue Capital Management
Tennessee
$401K -$37.4K -486 -9%
MWM
911
Meridian Wealth Management
Kentucky
$401K +$154 +2 +0%
SWM
912
SVA Wealth Management
Wisconsin
$398K -$228K -2,958 -37%
LCM
913
LVM Capital Management
Michigan
$398K -$77 -1 -0%
CB
914
Cadence Bank
Mississippi
$398K +$20.1K +261 +5%
OA
915
Outfitter Advisors
Virginia
$396K +$30.5K +396 +9%
ACI
916
Alpha Cubed Investments
California
$395K -$28.8K -375 -7%
BKA
917
Brick & Kyle Associates
Pennsylvania
$395K -$7.69K -100 -2%
ACM
918
Alethea Capital Management
Washington
$395K – – –
WG
919
Winton Group
United Kingdom
$394K -$293K -3,805 -43%
BOTW
920
Bank of the West
California
$393K -$21.3K -277 -5%
ALIONA
921
Allianz Life Insurance of North America
Minnesota
$392K +$41.6K +541 +12%
HC
922
Henshaw Capital
Massachusetts
$392K +$4.46K +58 +1%
SGK
923
Steigerwald Gordon & Koch
Virginia
$391K +$13K +169 +4%
BEAM
924
Baker Ellis Asset Management
Washington
$390K -$76.9K -1,000 -17%
CG
925
CFO4Life Group
Texas
$390K +$38.7K +503 +11%
35 36
37
38 39