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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
1176
Hurlow Wealth Management Group
Indiana
$252K – – –
FA
1177
FMA Advisory
Pennsylvania
$252K +$2.56K +29 +1%
BFIM
1178
Beese Fulmer Investment Management
Ohio
$250K – – –
LIC
1179
Lodestar Investment Counsel
Illinois
$250K – – –
RMCM
1180
Reynders McVeigh Capital Management
Massachusetts
$249K – – –
OPTFSNA
1181
Old Point Trust & Financial Services N A
Virginia
$247K +$242K +2,739 New
PK
1182
Pflug Koory
Nebraska
$246K – – –
FMP
1183
Financial Management Professionals
Texas
$245K – – –
SBSB
1184
Sullivan, Bruyette, Speros & Blaney
Virginia
$245K +$240K +2,724 New
PFBT
1185
Parkside Financial Bank & Trust
Missouri
$243K +$7.14K +81 +3%
BRA
1186
Bender Robert & Associates
California
$242K – – –
MC
1187
Middleton & Co
Massachusetts
$241K -$7.5K -85 -3%
ITIM
1188
Indiana Trust & Investment Management
Indiana
$241K +$236K +2,673 New
CCA
1189
Cobblestone Capital Advisors
New York
$240K -$42.8K -485 -15%
PIP
1190
Peachtree Investment Partners
Florida
$239K +$1.32K +15 +0.6%
SEM
1191
Suncoast Equity Management
Florida
$237K -$9.7K -110 -4%
PWLP
1192
Prio Wealth Limited Partnership
Massachusetts
$236K – – –
RWP
1193
RWA Wealth Partners
Massachusetts
$236K +$265 +3 +0.1%
GVAG
1194
Great Valley Advisor Group
Delaware
$236K +$441 +5 +0.2%
SHCM
1195
Stokes & Hubbell Capital Management
Louisiana
$236K +$1.94K +22 +0.8%
KWMG
1196
King Wealth Management Group
Florida
$235K – – –
CCM
1197
Crabel Capital Management
California
$235K +$230K +2,613 New
EGM
1198
Engineers Gate Manager
New York
$234K +$229K +2,598 New
GEA
1199
Glen Eagle Advisors
New Jersey
$233K +$17.5K +198 +8%
CAM
1200
Cresset Asset Management
Illinois
$233K +$158K +1,790 +223%
46 47
48
49 50