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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1076
Redwood Investment Management
Arizona
$320K +$51.1K +578 +19%
MC
1077
Mathes Company
New York
$318K – – –
CC
1078
Cadinha & Co
Hawaii
$318K +$51.5K +583 +19%
PG
1079
Patten Group
Tennessee
$317K +$8.22K +93 +3%
CA
1080
Calton & Associates
Florida
$317K +$110K +1,250 +54%
RMDI
1081
R.M. Davis Inc
Maine
$316K +$91.2K +1,032 +41%
MCM
1082
Marathon Capital Management
Maryland
$315K +$13.3K +150 +4%
DWM
1083
Destination Wealth Management
California
$314K -$55.4K -627 -15%
ET
1084
Equitable Trust
Tennessee
$313K -$29.4K -333 -9%
WP
1085
WealthSource Partners
California
$312K +$312K +3,532 New
MA
1086
MCF Advisors
Kentucky
$311K – – –
LNB
1087
Ledyard National Bank
$308K -$4.66M -52,738 -94%
BTW
1088
Boston Trust Walden
Massachusetts
$308K – – –
WPP
1089
Whalerock Point Partners
Rhode Island
$308K – – –
MYIA
1090
Mount Yale Investment Advisors
Colorado
$306K +$29K +328 +11%
HIM
1091
Hotaling Investment Management
Pennsylvania
$305K -$7.96K -90 -3%
TA
1092
TFG Advisers
Michigan
$303K -$12K -136 -4%
BIA
1093
Bigelow Investment Advisors
Maine
$303K -$2.21K -25 -0.7%
AWA
1094
AmeriServ Wealth Advisors
Pennsylvania
$303K – – –
BDF
1095
Balasa Dinverno & Foltz
$302K -$7.87K -89 -3%
GWAG
1096
Garrett Wealth Advisory Group
Texas
$302K -$4.07K -46 -1%
AL
1097
Aspiriant LLC
California
$301K -$111K -1,258 -27%
SWM
1098
SVA Wealth Management
Wisconsin
$301K -$8.84K -100 -3%
HCM
1099
Horrell Capital Management
Arkansas
$301K – – –
DK
1100
Darrell & King
Virginia
$300K – – –
42 43
44
45 46