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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1451
Freedom Investment Management
Connecticut
$249K -$423K -4,285 -62%
KA
1452
Klingman & Associates
New York
$249K +$5.83K +59 +2%
HCA
1453
Horan Capital Advisors
Ohio
$249K +$49.3K +499 +24%
SWM
1454
Sugarloaf Wealth Management
Georgia
$248K +$494 +5 +0.2%
B
1455
Bridgeworth
Alabama
$248K -$70K -709 -22%
SEM
1456
Strategic Equity Management
Arizona
$247K +$253K +2,557 New
EFH
1457
Eaton Financial Holdings
Florida
$246K +$2.47K +25 +1%
BRA
1458
Bender Robert & Associates
California
$246K -$7.61K -77 -3%
CBT
1459
CoreFirst Bank & Trust
Kansas
$245K -$122K -1,239 -33%
HVP
1460
Hudson Value Partners
Florida
$244K – – –
IP
1461
Ignite Planners
California
$244K +$243K +2,457 New
PFC
1462
Phocas Financial Corp
California
$242K -$182K -1,846 -42%
PK
1463
Pflug Koory
Nebraska
$242K -$10.9K -110 -4%
V
1464
VeraBank
Texas
$241K – – –
TA
1465
TFG Advisers
Michigan
$241K -$3.56K -36 -1%
SJL
1466
Shayne & Jacobs LLC
Tennessee
$241K – – –
MKC
1467
M. Kraus & Co
Vermont
$241K -$12.3K -125 -5%
BWCS
1468
Beirne Wealth Consulting Services
Connecticut
$240K -$9.09K -92 -4%
MBT
1469
Montecito Bank & Trust
California
$240K +$4.84K +49 +2%
1WM
1470
1900 Wealth Management
Texas
$240K +$233K +2,356 New
BST
1471
Bath Savings Trust
Maine
$239K -$2.17K -22 -0.9%
EIA
1472
Edgemoor Investment Advisors
Maryland
$239K +$244K +2,474 New
SA
1473
Shilanski & Associates
Alaska
$239K +$790 +8 +0.3%
OPCM
1474
Osborne Partners Capital Management
California
$238K +$22.5K +228 +10%
MA
1475
MCF Advisors
Kentucky
$238K -$101K -1,019 -29%
57 58
59
60 61