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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
2151
TCTC Holdings
Texas
$200K -$50K -400 -21%
GAM
2152
Guinness Asset Management
United Kingdom
$199K +$66.5K +532 +54%
MAM
2153
Morse Asset Management
Connecticut
$196K – – –
WSFG
2154
Wall Street Financial Group
Illinois
$195K +$186K +1,489 New
AIM
2155
Axiom Investment Management
New York
$193K +$184K +1,472 New
LFA
2156
Longview Financial Advisors
Alabama
$192K +$183K +1,466 New
SA
2157
Scarborough Advisors
Maryland
$192K -$22.5K -180 -11%
MUMSS
2158
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K -$50.3K -402 -22%
IWM
2159
IMG Wealth Management
Florida
$189K -$24.9K -199 -12%
CFFP
2160
Center for Financial Planning
Michigan
$188K -$4.38K -35 -2%
RMP
2161
Richards, Merrill & Peterson
Washington
$187K -$14.6K -117 -8%
BC
2162
Bayforest Capital
United Kingdom
$186K +$22.8K +182 +15%
AA
2163
Addison Advisors
Vermont
$184K +$9.13K +73 +5%
BFS
2164
Beacon Financial Strategies
North Carolina
$184K – – –
VFM
2165
Vision Financial Markets
Connecticut
$183K – – –
VC
2166
Vestor Capital
Illinois
$181K -$6.31M -50,444 -97%
AEPWM
2167
Atlantic Edge Private Wealth Management
Florida
$181K +$34.4K +275 +25%
HIMS
2168
Hager Investment Management Services
New Hampshire
$180K -$11.3K -90 -6%
WA
2169
Whipplewood Advisors
Colorado
$178K +$45.9K +367 +37%
KC
2170
Knuff & Co
California
$178K -$188K -1,500 -52%
FFO
2171
Fortitude Family Office
Arizona
$178K +$3.88K +31 +2%
PGAM
2172
Princeton Global Asset Management
New Jersey
$178K +$1.13K +9 +0.7%
AP
2173
Atwood & Palmer
Missouri
$177K – – –
KB
2174
Kimelman & Baird
New York
$174K – – –
GFA
2175
Godfrey Financial Associates
New York
$174K – – –
85 86
87
88 89