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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
1001
Keystone Financial Group (Kentucky)
Kentucky
$285K -$28.3K -350 -9%
MCWS
1002
McKinley Carter Wealth Services
West Virginia
$285K +$3.72K +46 +1%
BDF
1003
Balasa Dinverno & Foltz
$285K +$13K +161 +5%
HCA
1004
Horan Capital Advisors
Ohio
$283K -$22.2K -275 -7%
CC
1005
Cadinha & Co
Hawaii
$282K -$11.4K -141 -4%
PG
1006
Patten Group
Tennessee
$282K +$23.5K +290 +9%
EWA
1007
Exencial Wealth Advisors
Oklahoma
$281K -$1.38K -17 -0.5%
BHB
1008
Bank Hapoalim BM
Israel
$280K -$8.09K -100 -3%
DK
1009
Darrell & King
Virginia
$280K – – –
FAM
1010
Flaharty Asset Management
Florida
$280K +$81 +1 +0%
BTW
1011
Boston Trust Walden
Massachusetts
$279K -$18.8K -233 -6%
EIA
1012
Edgemoor Investment Advisors
Maryland
$278K -$6.25M -77,274 -96%
BSB
1013
Bangor Savings Bank
Maine
$277K -$1.05K -13 -0.4%
BAM
1014
Brave Asset Management
New Jersey
$276K – – –
WWMSC
1015
Wagner Wealth Management (South Carolina)
South Carolina
$276K +$55.9K +691 +25%
VNA
1016
Valley National Advisers
Pennsylvania
$274K -$145K -1,799 -34%
EHWM
1017
Eads & Heald Wealth Management
Georgia
$274K -$94.6K -1,170 -25%
MCM
1018
Marathon Capital Management
Maryland
$273K -$6.71K -83 -2%
HCM
1019
Horrell Capital Management
Arkansas
$273K – – –
MFW
1020
Mosaic Family Wealth
Missouri
$272K – – –
TC
1021
Telemus Capital
Michigan
$269K -$17.8K -220 -6%
SLT
1022
St Louis Trust
Missouri
$267K – – –
IWC
1023
Integrated Wealth Concepts
Massachusetts
$267K +$27.2K +336 +11%
MIP
1024
Marietta Investment Partners
Wisconsin
$266K – – –
CIS
1025
Connors Investor Services
Pennsylvania
$266K +$4.04K +50 +2%
39 40
41
42 43