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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1101
Monarch Capital Management
Indiana
$241K +$4.89K +56 +2%
CBT
1102
Capital Bank & Trust
California
$241K +$9.17K +105 +4%
TCOO
1103
Trust Company of Oklahoma
Oklahoma
$241K +$250K +2,863 New
MCM
1104
MV Capital Management
Maryland
$239K -$2.45K -28 -1%
SFSIG
1105
San Francisco Sentry Investment Group
California
$238K +$39.3K +450 +19%
IWC
1106
Integrated Wealth Concepts
Massachusetts
$238K +$253K +2,896 New
BMC
1107
Beaton Management Company
Massachusetts
$236K +$175 +2 +0.1%
BFIM
1108
Beese Fulmer Investment Management
Ohio
$235K -$7.51K -86 -3%
WPP
1109
Whalerock Point Partners
Rhode Island
$235K – – –
CA
1110
Cornerstone Advisory
Maryland
$234K – – –
LIC
1111
Lodestar Investment Counsel
Illinois
$234K – – –
TI
1112
Truepoint Inc
Ohio
$233K +$175K +2,000 +258%
BRA
1113
Bender Robert & Associates
California
$232K – – –
UR
1114
USCA RIA
Texas
$231K -$1.19M -13,576 -83%
GLA
1115
Great Lakes Advisors
Illinois
$231K -$106K -1,208 -31%
AIP
1116
Ahrens Investment Partners
Louisiana
$231K +$6.55K +75 +3%
RMCM
1117
Reynders McVeigh Capital Management
Massachusetts
$230K – – –
ERIM
1118
Eagle Ridge Investment Management
Connecticut
$229K -$4.8K -55 -2%
VIA
1119
Vantage Investment Advisors
Pennsylvania
$228K +$95.1K +1,089 +67%
MFW
1120
Mosaic Family Wealth
Missouri
$227K -$3.76K -43 -2%
OPTFSNA
1121
Old Point Trust & Financial Services N A
Virginia
$227K – – –
PWP
1122
Private Wealth Partners
California
$227K – – –
HIC
1123
Harvey Investment Company
Kentucky
$226K -$10.1K -116 -4%
NIA
1124
Northstar Investment Advisors
Colorado
$226K – – –
WFMPM
1125
Woodley Farra Manion Portfolio Management
Indiana
$226K – – –
43 44
45
46 47