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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
751
Formidable Asset Management
Ohio
$654K +$13.4K +168 +2%
GC
752
Grimes & Company
Massachusetts
$654K +$20.9K +261 +4%
PFSC
753
Peoples Financial Services Corp
Pennsylvania
$651K – – –
NC
754
NewSquare Capital
Pennsylvania
$650K +$85.3K +1,067 +16%
BAM
755
Bruderman Asset Management
New York
$648K -$3.52K -44 -0.6%
CFN
756
Cordasco Financial Network
Florida
$642K -$67.9K -850 -10%
WIC
757
Wilkins Investment Counsel
Massachusetts
$642K -$25.7K -322 -4%
BCM
758
Boltwood Capital Management
California
$628K +$18K +225 +3%
CCA
759
Checchi Capital Advisers
California
$626K -$46.7K -584 -7%
LCM
760
LVM Capital Management
Michigan
$625K -$9.35K -117 -2%
HSA
761
HBK Sorce Advisory
Pennsylvania
$621K +$579K +7,239 New
CK
762
Cohen Klingenstein
New York
$618K – – –
SRSA
763
S.R. Schill & Associates
Washington
$617K +$33.2K +416 +6%
CCFCSB
764
Cape Cod Five Cents Savings Bank
Massachusetts
$616K -$73.9K -925 -11%
SBH
765
Segall Bryant & Hamill
Illinois
$615K -$7.51K -94 -1%
PP
766
Prudential plc
United Kingdom
$609K +$55.9K +700 +11%
SC
767
Schulhoff & Co
Ohio
$607K +$7.99K +100 +1%
LNWWM
768
Laird Norton Wetherby Wealth Management
California
$607K +$26.9K +337 +5%
FWM
769
Frontier Wealth Management
Missouri
$602K – – –
IWMPD
770
Integrated Wealth Management (Palm Desert)
California
$602K +$189K +2,362 +51%
AIM
771
Aspen Investment Management
Michigan
$601K -$13.3K -166 -2%
BTNA
772
Bremer Trust National Association
Minnesota
$597K +$42K +526 +8%
ACM
773
Alethea Capital Management
Washington
$596K +$555K +6,944 New
FWP
774
FAS Wealth Partners
Kansas
$593K -$36.5K -457 -6%
MCM
775
MAI Capital Management
Ohio
$587K +$14.1K +176 +3%
29 30
31
32 33