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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1051
Coastline Trust
Rhode Island
$351K – – –
IAMOG
1052
Investors Asset Management of Georgia
Georgia
$350K – – –
BWCS
1053
Beirne Wealth Consulting Services
Connecticut
$350K +$52K +590 +18%
ET
1054
Equitable Trust
Tennessee
$348K +$29.4K +333 +9%
HKIM
1055
Hayek Kallen Investment Management
Alabama
$346K -$12.9K -146 -4%
CA
1056
Claro Advisors
Massachusetts
$344K +$204K +2,310 +153%
P
1057
Pitcairn
Pennsylvania
$343K +$30.9K +350 +10%
GCMG
1058
Gyroscope Capital Management Group
Florida
$342K -$137K -1,550 -29%
OCG
1059
Opus Capital Group
Ohio
$342K – – –
MOS
1060
MGO One Seven
Ohio
$340K +$40.4K +458 +14%
VF
1061
Virtu Financial
New York
$339K -$215K -2,438 -39%
DAC
1062
Dividend Assets Capital
South Carolina
$339K – – –
P
1063
&Partners
Tennessee
$338K +$1.32K +15 +0.4%
HL
1064
HeadInvest LLC
Maine
$336K -$329K -3,730 -50%
HA
1065
Halsey Associates
Connecticut
$336K -$17.6K -200 -5%
WA1
1066
Wimmer Associates 1
California
$336K – – –
MIC
1067
Means Investment Company
Maine
$336K +$1.15K +13 +0.3%
OC
1068
Oarsman Capital
Wisconsin
$335K -$4.41K -50 -1%
AB
1069
AT Bancorp
Iowa
$335K +$15.6K +177 +5%
MSWMA
1070
Market Street Wealth Management Advisors
Indiana
$334K – – –
LA
1071
LVW Advisors
New York
$334K +$94.2K +1,068 +40%
B
1072
Brightworth
Georgia
$333K -$18.1K -205 -5%
MMG
1073
Monetary Management Group
Missouri
$331K – – –
FPCG
1074
Fort Pitt Capital Group
Pennsylvania
$329K -$10.1K -115 -3%
C
1075
Cerebellum
California
$327K +$320K +3,633 New
41 42
43
44 45