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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1151
Moseley Investment Management
Florida
$308K +$12.5K +148 +4%
GWAG
1152
Garrett Wealth Advisory Group
Texas
$308K +$14.2K +168 +5%
BIM
1153
Baldwin Investment Management
Pennsylvania
$307K – – –
KA
1154
KLCM Advisors
Wisconsin
$304K – – –
RCG
1155
Rock Creek Group
District of Columbia
$304K +$322K +3,809 New
ST
1156
Sabal Trust
Florida
$301K -$35.5K -420 -10%
LNB
1157
Ledyard National Bank
$298K -$80.5K -953 -20%
MWM
1158
Meridian Wealth Management
Kentucky
$298K -$54.2K -642 -15%
MAP
1159
Milestone Advisory Partners
North Carolina
$298K +$37.2K +440 +13%
BEAM
1160
Baker Ellis Asset Management
Washington
$297K -$25.3K -300 -7%
FQ
1161
First Quadrant
California
$296K – – –
DA
1162
Doliver Advisors
Texas
$296K +$43.1K +510 +16%
MA
1163
MCF Advisors
Kentucky
$295K – – –
MW
1164
Marcum Wealth
Ohio
$293K +$22.1K +261 +8%
PFBT
1165
Parkside Financial Bank & Trust
Missouri
$293K +$48.3K +572 +18%
DIM
1166
Delta Investment Management
California
$293K +$310K +3,670 New
IP
1167
Isthmus Partners
Wisconsin
$292K – – –
DWA
1168
Douglass Winthrop Advisors
New York
$290K – – –
BWA
1169
BDO Wealth Advisors
Florida
$289K -$42.3K -501 -12%
ACI
1170
Alpha Cubed Investments
California
$289K -$35.7K -422 -10%
LAS
1171
Lloyd Advisory Services
Georgia
$289K -$17.9K -212 -6%
MSWMA
1172
Market Street Wealth Management Advisors
Indiana
$289K – – –
C
1173
Cerebellum
California
$289K +$290K +3,435 New
ACG
1174
Allen Capital Group
Nebraska
$288K – – –
WHG
1175
Westwood Holdings Group
Texas
$287K -$110K -1,298 -27%
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