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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1126
Financial Management Professionals
Texas
$301K – – –
DLA
1127
Douglas Lane & Associates
New York
$300K -$1.65K -18 -0.5%
MIM
1128
Moseley Investment Management
Florida
$300K +$26K +283 +8%
FQ
1129
First Quadrant
California
$299K – – –
SAM
1130
SignalPoint Asset Management
Missouri
$299K +$92 +1 +0%
MA
1131
MCF Advisors
Kentucky
$299K +$25.5K +278 +8%
SW
1132
SteelPeak Wealth
California
$299K +$92.2K +1,004 +37%
WA1
1133
Wimmer Associates 1
California
$298K -$4.59K -50 -1%
GWAG
1134
Garrett Wealth Advisory Group
Texas
$298K +$40.1K +437 +13%
NP
1135
NorthRock Partners
Minnesota
$297K -$556K -6,048 -62%
HL
1136
HeadInvest LLC
Maine
$297K – – –
PIA
1137
Pinion Investment Advisors
Kansas
$297K +$26.5K +288 +9%
IP
1138
Isthmus Partners
Wisconsin
$296K – – –
MCM
1139
McMillion Capital Management
North Carolina
$294K -$24.3K -265 -7%
ED
1140
Exane Derivatives
France
$293K -$88.8K -967 -21%
AC
1141
Abbrea Capital
California
$293K -$40.4K -440 -11%
DWA
1142
Douglass Winthrop Advisors
New York
$293K -$28.5K -310 -8%
MSWMA
1143
Market Street Wealth Management Advisors
Indiana
$293K +$2.76K +30 +0.8%
ACG
1144
Allen Capital Group
Nebraska
$292K -$29.3K -319 -8%
RCA
1145
Ranch Capital Advisors
Florida
$292K -$18.4K -200 -5%
TW
1146
TrinityPoint Wealth
Connecticut
$291K -$1.2M -13,026 -78%
BCM
1147
Boltwood Capital Management
California
$291K -$34.4K -375 -9%
MC
1148
Mathes Company
New York
$291K – – –
BTW
1149
Boston Trust Walden
Massachusetts
$291K +$14.2K +155 +4%
QT
1150
Quantamental Technologies
New York
$291K +$331K +3,600 New
44 45
46
47 48