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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1201
Lantz Financial
Illinois
$299K -$1.47K -16 -0.5%
FA
1202
FCG Advisors
New Jersey
$298K -$11.4K -124 -4%
CAAS
1203
Capital Asset Advisory Services
Michigan
$298K +$282K +3,075 New
OC
1204
Oarsman Capital
Wisconsin
$297K -$49.3K -538 -14%
AAIM
1205
Asset Advisors Investment Management
Georgia
$296K -$107K -1,172 -27%
EIA
1206
Edgemoor Investment Advisors
Maryland
$296K – – –
GWAG
1207
Garrett Wealth Advisory Group
Texas
$296K +$2.93K +32 +1%
BSB
1208
Bangor Savings Bank
Maine
$294K -$4.68K -51 -2%
MWM
1209
Minot Wealth Management
Massachusetts
$294K +$283K +3,083 New
B
1210
Bridgeworth
Alabama
$293K +$550 +6 +0.2%
AL
1211
Aspiriant LLC
California
$293K +$40K +436 +16%
FAIM
1212
Financial Advocates Investment Management
Washington
$292K -$127K -1,385 -30%
BONST
1213
Bank of Nova Scotia Trust
Ontario, Canada
$292K -$275 -3 -0.1%
AA
1214
Apriem Advisors
California
$292K – – –
HIS
1215
Harvest Investment Services
Illinois
$292K +$2.84K +31 +1%
WP
1216
WealthSource Partners
California
$291K -$14.1K -154 -5%
ARMT
1217
Amica Retiree Medical Trust
Rhode Island
$291K +$155K +1,695 +114%
PAI
1218
Pittenger & Anderson Inc
Nebraska
$289K – – –
EHWM
1219
Eads & Heald Wealth Management
Georgia
$288K +$34K +371 +13%
MIC
1220
Meridian Investment Counsel
California
$287K – – –
BMC
1221
Beaton Management Company
Massachusetts
$287K +$458 +5 +0.2%
RDWM
1222
Red Door Wealth Management
Tennessee
$287K +$289K +3,150 New
SWIG
1223
Strategic Wealth Investment Group
Kentucky
$286K +$287K +3,133 New
CFA
1224
Capstone Financial Advisors
Illinois
$285K – – –
JIP
1225
Jaffetilchin Investment Partners
Florida
$285K +$2.57K +28 +0.9%
47 48
49
50 51