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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1476
West Michigan Advisors
Michigan
$241K +$31.3K +285 +15%
CCFM
1477
Clear Creek Financial Management
Washington
$241K +$247K +2,244 New
DS
1478
DRW Securities
Illinois
$241K +$247K +2,247 New
GCM
1479
Graham Capital Management
Connecticut
$241K +$248K +2,255 New
DY
1480
Dowling & Yahnke
California
$240K -$5.17K -47 -2%
MIM
1481
Moseley Investment Management
Florida
$240K +$2.31K +21 +0.9%
BDF
1482
Black Diamond Financial
Maryland
$239K -$30.2K -275 -11%
RIM
1483
Regent Investment Management
Kentucky
$239K – – –
TCOO
1484
Trust Company of Oklahoma
Oklahoma
$239K – – –
PPW
1485
Pinnacle Private Wealth
Massachusetts
$238K -$3.96K -36 -2%
TPWA
1486
TRUE Private Wealth Advisors
Oregon
$238K +$15.1K +137 +7%
CI
1487
CX Institutional
Indiana
$237K -$46.5K -423 -16%
CTB
1488
Country Trust Bank
Illinois
$237K -$7.37K -67 -3%
HCA
1489
Horan Capital Advisors
Ohio
$237K +$110 +1 +0%
ISWM
1490
Independent Solutions Wealth Management
New York
$237K +$243K +2,208 New
CBT
1491
Central Bank & Trust
Kentucky
$236K – – –
CAM
1492
Cubic Asset Management
Massachusetts
$236K – – –
EIA
1493
Edgemoor Investment Advisors
Maryland
$236K +$3.3K +30 +1%
XF
1494
XML Financial
Maryland
$235K -$419K -3,810 -63%
CWP
1495
CFM Wealth Partners
Texas
$235K -$11K -100 -4%
PWM
1496
Provident Wealth Management
Tennessee
$235K -$550 -5 -0.2%
LWP
1497
Lumature Wealth Partners
Georgia
$235K – – –
MKC
1498
M. Kraus & Co
Vermont
$235K – – –
SL
1499
Salomon & Ludwin
Virginia
$234K +$240K +2,181 New
JFGIW
1500
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$233K -$59.6K -542 -20%
58 59
60
61 62