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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1176
TrinityPoint Wealth
Connecticut
$287K -$84 -1 -0%
BCM
1177
Boltwood Capital Management
California
$287K – – –
SWM
1178
SVA Wealth Management
Wisconsin
$286K -$27.6K -327 -8%
AC
1179
Abbrea Capital
California
$286K -$2.96K -35 -1%
TA
1180
TFG Advisers
Michigan
$286K +$7.35K +87 +2%
HIM
1181
Hotaling Investment Management
Pennsylvania
$285K +$10.1K +120 +3%
EIA
1182
Eastover Investment Advisors
North Carolina
$284K – – –
DWM
1183
Destination Wealth Management
California
$283K -$507 -6 -0.2%
EIA
1184
Edgemoor Investment Advisors
Maryland
$283K +$8.45K +100 +3%
MGIA
1185
Moneta Group Investment Advisors
Missouri
$282K +$298K +3,530 New
IC
1186
Intersect Capital
California
$280K +$79.6K +942 +37%
ER
1187
Enlightenment Research
Florida
$280K +$296K +3,500 New
WMA
1188
Wealth Management Associates
New Jersey
$278K +$15.7K +186 +6%
SWIG
1189
Strategic Wealth Investment Group
Kentucky
$278K -$5.41K -64 -2%
CFG
1190
Cooper Financial Group
California
$277K +$2.37K +28 +0.8%
BIM
1191
Bridges Investment Management
Nebraska
$276K – – –
GIA
1192
Guyasuta Investment Advisors
Pennsylvania
$276K – – –
WFM
1193
Wolff Financial Management
Michigan
$276K – – –
FA
1194
FCG Advisors
New Jersey
$274K +$7.18K +85 +3%
JPMIA
1195
J.P. Marvel Investment Advisors
Massachusetts
$272K – – –
EWF
1196
Epstein & White Financial
California
$267K -$126K -1,493 -31%
SLT
1197
St Louis Trust
Missouri
$266K – – –
XF
1198
XML Financial
Maryland
$266K +$1.18K +14 +0.4%
MCWS
1199
McKinley Carter Wealth Services
West Virginia
$265K -$80.9K -957 -22%
CIS
1200
Connors Investor Services
Pennsylvania
$265K – – –
46 47
48
49 50