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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
926
EPG Wealth Management
Georgia
$514K +$430K +4,686 +281%
HHAM
927
HITE Hedge Asset Management
Massachusetts
$514K +$584K +6,357 New
FFBTD
928
First Financial Bank - Trust Division
Ohio
$513K +$28K +305 +5%
HCM
929
Hengehold Capital Management
Ohio
$512K -$7.44K -81 -1%
CT
930
Clearstead Trust
Maine
$512K – – –
CAG
931
Crestwood Advisors Group
Massachusetts
$509K -$31.7K -345 -5%
SF
932
Symphony Financial
Texas
$509K +$560K +6,099 New
DFG
933
Demars Financial Group
Washington
$505K -$13.9K -151 -2%
AIM
934
Aspen Investment Management
Michigan
$504K -$24.4K -266 -4%
GVAG
935
Great Valley Advisor Group
Delaware
$501K +$18K +196 +3%
HI
936
Hudock Inc
Pennsylvania
$499K -$14.1K -153 -2%
MAM
937
Madison Asset Management
Wisconsin
$498K -$6.5M -70,725 -92%
GP
938
Girard Partners
Pennsylvania
$498K +$84K +915 +17%
GI
939
Gradient Investments
Minnesota
$497K -$1.86M -20,197 -77%
FBB
940
Fulton Breakefield Broenniman
Maryland
$496K +$15.9K +173 +3%
CS
941
Capital Square
Tennessee
$496K +$38.7K +421 +7%
GSBTD
942
Glenview State Bank Trust Department
Illinois
$493K -$52.2K -568 -9%
WWM
943
Western Wealth Management
Colorado
$492K -$9.04M -98,374 -94%
PFC
944
Phocas Financial Corp
California
$492K -$2.94K -32 -0.5%
HKIM
945
Hayek Kallen Investment Management
Alabama
$491K -$4.59K -50 -0.8%
ACS
946
Archford Capital Strategies
Illinois
$491K – – –
NSIM
947
North Star Investment Management
Illinois
$491K – – –
MYLI
948
Meiji Yasuda Life Insurance
Japan
$490K -$56.3K -613 -9%
KPCM
949
Kings Point Capital Management
New York
$490K +$82.7K +900 +17%
OPCM
950
Osborne Partners Capital Management
California
$489K -$339K -3,692 -38%
36 37
38
39 40