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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1051
Coldstream Capital Management
Washington
$301K +$297K +3,485 New
CSM
1052
CAMG Solamere Management
North Carolina
$300K -$32.7K -384 -10%
CWM
1053
Cornerstone Wealth Management
Missouri
$300K +$296K +3,481 New
P
1054
Pitcairn
Pennsylvania
$299K +$74.9K +880 +34%
BAM
1055
Brave Asset Management
New Jersey
$298K – – –
GWAG
1056
Garrett Wealth Advisory Group
Texas
$298K +$294K +3,458 New
MCWS
1057
McKinley Carter Wealth Services
West Virginia
$297K -$11.1K -130 -4%
HCM
1058
Horrell Capital Management
Arkansas
$295K – – –
MCM
1059
Marathon Capital Management
Maryland
$295K +$1.36K +16 +0.5%
AWM
1060
Apollon Wealth Management
South Carolina
$295K +$286K +3,356 New
TC
1061
Telemus Capital
Michigan
$294K +$3.75K +44 +1%
AAIM
1062
Asset Advisors Investment Management
Georgia
$294K +$13.4K +158 +5%
JPMIA
1063
J.P. Marvel Investment Advisors
Massachusetts
$294K +$290K +3,411 New
DK
1064
Darrell & King
Virginia
$293K -$8.68K -102 -3%
PWP
1065
Private Wealth Partners
California
$293K +$58.9K +692 +26%
BSB
1066
Bangor Savings Bank
Maine
$292K -$6.38K -75 -2%
TL
1067
TrueWealth LLC
Georgia
$291K +$170K +2,000 +145%
FMWA
1068
Forvis Mazars Wealth Advisors
Missouri
$289K -$47.6K -559 -14%
EIA
1069
Edgemoor Investment Advisors
Maryland
$289K -$11.1K -130 -4%
SLT
1070
St Louis Trust
Missouri
$288K – – –
VWM
1071
Venturi Wealth Management
Texas
$288K +$289K +3,401 New
CAM
1072
Centre Asset Management
New York
$287K -$40.9K -480 -13%
MYIA
1073
Mount Yale Investment Advisors
Colorado
$287K -$31.9K -375 -11%
CIS
1074
Connors Investor Services
Pennsylvania
$287K – – –
MFP
1075
Meridian Financial Partners
Virginia
$287K +$283K +3,322 New
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