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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1276
Telemus Capital
Michigan
$224K – – –
EHWM
1277
Eads & Heald Wealth Management
Georgia
$224K +$2.54K +30 +1%
MFG
1278
Magnus Financial Group
New York
$224K +$4.14K +49 +2%
MCM
1279
Mainstay Capital Management
Michigan
$223K – – –
MGIM
1280
M&G Investment Management
United Kingdom
$223K +$235K +2,782 New
W
1281
WealthStone
Ohio
$221K +$234K +2,771 New
RMCM
1282
Reynders McVeigh Capital Management
Massachusetts
$221K -$10.2K -121 -4%
BSB
1283
Bangor Savings Bank
Maine
$221K -$6.08K -72 -3%
BA
1284
Bennicas & Associates
California
$221K – – –
WAM
1285
Weatherly Asset Management
California
$220K -$2.79K -33 -1%
1WA
1286
180 Wealth Advisors
Washington
$220K – – –
SMH
1287
Sanders Morris Harris
Texas
$220K +$232K +2,750 New
DW
1288
Domani Wealth
Pennsylvania
$218K – – –
RWP
1289
RWA Wealth Partners
Massachusetts
$218K +$2.7K +32 +1%
FMB
1290
Field & Main Bank
Kentucky
$218K +$230K +2,725 New
WKWM
1291
Walter & Keenan Wealth Management
Indiana
$218K +$231K +2,733 New
ECG
1292
Edge Capital Group
Georgia
$217K +$1.18K +14 +0.5%
FEM
1293
Fulcrum Equity Management
Texas
$217K +$4.73K +56 +2%
LBC
1294
Lowe Brockenbrough & Co
Virginia
$217K +$16.9K +200 +8%
BCA
1295
Bay Colony Advisors
Massachusetts
$217K +$229K +2,714 New
MFW
1296
Mosaic Family Wealth
Missouri
$216K +$507 +6 +0.2%
GAG
1297
GM Advisory Group
New York
$216K +$228K +2,699 New
CCC
1298
Chelsea Counsel Company
California
$215K -$2.79K -33 -1%
WP
1299
WealthSource Partners
California
$214K – – –
LOPW
1300
Live Oak Private Wealth
North Carolina
$214K +$227K +2,682 New
50 51
52
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