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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1026
Burney Company
Virginia
$367K -$18.6K -210 -5%
IIC
1027
Integrated Investment Consultants
Michigan
$366K -$8.84K -100 -2%
CCMG
1028
Clark Capital Management Group
Pennsylvania
$366K +$366K +4,142 New
MCM
1029
McMillion Capital Management
North Carolina
$362K +$8.84K +100 +2%
BFC
1030
Bedel Financial Consulting
Indiana
$361K -$14.8K -168 -4%
LB
1031
Landmark Bank
Missouri
$361K -$5.21K -59 -1%
BHWM
1032
Bay Harbor Wealth Management
Maryland
$360K -$19.5K -221 -5%
ACG
1033
Allen Capital Group
Nebraska
$360K -$13.5K -153 -4%
LC
1034
Lavaca Capital
Texas
$359K – – –
ABTD
1035
Arvest Bank Trust Division
Oklahoma
$359K +$359K +4,065 New
WP
1036
WMS Partners
Maryland
$358K +$78K +882 +28%
CA
1037
Crewe Advisors
Utah
$357K – – –
FDCDDQ
1038
Federation des caisses Desjardins du Quebec
Quebec, Canada
$356K -$866K -9,799 -71%
VFP
1039
Verus Financial Partners
Virginia
$355K -$20.9K -236 -6%
TLP
1040
Trinity Legacy Partners
Texas
$355K +$350K +3,955 New
AIM
1041
Axiom Investment Management
New York
$354K -$5.75K -65 -2%
MAM
1042
Morse Asset Management
Connecticut
$353K – – –
HKIM
1043
Hayek Kallen Investment Management
Alabama
$353K +$12.9K +146 +4%
RMAM
1044
Raab & Moskowitz Asset Management
New Jersey
$352K -$7.07K -80 -2%
TBA
1045
Tower Bridge Advisors
Pennsylvania
$350K -$8.84K -100 -2%
KBFS
1046
Kohmann Bosshard Financial Services
Ohio
$350K +$351K +3,972 New
W
1047
Wealthquest
Ohio
$349K -$193K -2,186 -36%
C
1048
Cerebellum
California
$347K +$26.3K +298 +8%
CWM
1049
Cornerstone Wealth Management
Missouri
$345K -$14.8K -167 -4%
CT
1050
Coastline Trust
Rhode Island
$345K – – –
40 41
42
43 44