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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
751
Oakworth Capital
Alabama
$655K – – –
FAM
752
Formidable Asset Management
Ohio
$654K +$13.4K +168 +2%
GC
753
Grimes & Company
Massachusetts
$654K +$20.9K +261 +4%
PFSC
754
Peoples Financial Services Corp
Pennsylvania
$651K – – –
NC
755
NewSquare Capital
Pennsylvania
$650K +$85.3K +1,067 +16%
BAM
756
Bruderman Asset Management
New York
$648K -$3.52K -44 -0.6%
CFN
757
Cordasco Financial Network
Florida
$642K -$67.9K -850 -10%
WIC
758
Wilkins Investment Counsel
Massachusetts
$642K -$25.7K -322 -4%
BCM
759
Boltwood Capital Management
California
$628K +$18K +225 +3%
CCA
760
Checchi Capital Advisers
California
$626K -$46.7K -584 -7%
LCM
761
LVM Capital Management
Michigan
$625K -$9.35K -117 -2%
HSA
762
HBK Sorce Advisory
Pennsylvania
$621K +$579K +7,239 New
CK
763
Cohen Klingenstein
New York
$618K – – –
SRSA
764
S.R. Schill & Associates
Washington
$617K +$33.2K +416 +6%
CCFCSB
765
Cape Cod Five Cents Savings Bank
Massachusetts
$616K -$73.9K -925 -11%
SBH
766
Segall Bryant & Hamill
Illinois
$615K -$7.51K -94 -1%
PP
767
Prudential plc
United Kingdom
$609K +$55.9K +700 +11%
SC
768
Schulhoff & Co
Ohio
$607K +$7.99K +100 +1%
LNWWM
769
Laird Norton Wetherby Wealth Management
California
$607K +$26.9K +337 +5%
FWM
770
Frontier Wealth Management
Missouri
$602K – – –
IWMPD
771
Integrated Wealth Management (Palm Desert)
California
$602K +$189K +2,362 +51%
AIM
772
Aspen Investment Management
Michigan
$601K -$13.3K -166 -2%
BTNA
773
Bremer Trust National Association
Minnesota
$597K +$42K +526 +8%
ACM
774
Alethea Capital Management
Washington
$596K +$555K +6,944 New
FWP
775
FAS Wealth Partners
Kansas
$593K -$36.5K -457 -6%
29 30
31
32 33