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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
1101
Intrust Bank
Kansas
$327K -$31.5K -343 -8%
ACI
1102
Alpha Cubed Investments
California
$327K – – –
CA
1103
Crewe Advisors
Utah
$327K – – –
BEAM
1104
Baker Ellis Asset Management
Washington
$325K -$11.2K -122 -3%
RWM
1105
Reston Wealth Management
Virginia
$325K +$369K +4,018 New
RMAM
1106
Raab & Moskowitz Asset Management
New Jersey
$324K +$2.3K +25 +0.6%
KA
1107
Kovack Advisors
Florida
$320K +$7.26K +79 +2%
HB
1108
Horizon Bancorp
Indiana
$316K -$21.4K -233 -6%
CT
1109
Coastline Trust
Rhode Island
$316K – – –
SWM
1110
SVA Wealth Management
Wisconsin
$316K – – –
CA
1111
Claro Advisors
Massachusetts
$316K +$19K +207 +6%
GAM
1112
Gotham Asset Management
New York
$316K +$359K +3,912 New
CB
1113
Cadence Bank
Mississippi
$314K -$67.2K -732 -16%
GIP
1114
Greatmark Investment Partners
Georgia
$314K – – –
KWMG
1115
King Wealth Management Group
Florida
$313K +$139K +1,514 +64%
P
1116
&Partners
Tennessee
$312K +$4.87K +53 +1%
CWS
1117
Cypress Wealth Services
California
$312K +$8.82K +96 +3%
BAM
1118
Berkshire Asset Management
Pennsylvania
$312K +$355K +3,863 New
BIM
1119
Baldwin Investment Management
Pennsylvania
$311K – – –
LAS
1120
Lloyd Advisory Services
Georgia
$309K -$92.6K -1,008 -21%
KA
1121
KLCM Advisors
Wisconsin
$307K – – –
RC
1122
RegentAtlantic Capital
New Jersey
$304K -$33.4K -364 -9%
CWM
1123
Chesapeake Wealth Management
Virginia
$303K -$23K -250 -6%
RSWM
1124
Robertson Stephens Wealth Management
California
$302K +$343K +3,732 New
IAIM
1125
International Assets Investment Management
Florida
$302K +$343K +3,733 New
43 44
45
46 47