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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
751
Formidable Asset Management
Ohio
$616K +$497 +6 +0.1%
MWAC
752
Mariner Wealth Advisors (Cincinnati)
Ohio
$616K +$1.82K +22 +0.3%
CIM
753
CIM Investment Management
Pennsylvania
$612K -$52.2K -630 -8%
HSA
754
HBK Sorce Advisory
Pennsylvania
$612K +$33.4K +403 +6%
GC
755
Grimes & Company
Massachusetts
$600K -$10.2K -123 -2%
WIC
756
Wilkins Investment Counsel
Massachusetts
$599K – – –
MAM
757
Martingale Asset Management
Massachusetts
$597K -$59.1K -713 -9%
BAM
758
Brave Asset Management
New Jersey
$594K +$257K +3,107 +72%
FWP
759
FAS Wealth Partners
Kansas
$587K +$34.7K +419 +6%
SAMNY
760
Samsung Asset Management (New York)
New York
$583K -$134K -1,620 -18%
SBH
761
Segall Bryant & Hamill
Illinois
$582K +$8.78K +106 +1%
LNWWM
762
Laird Norton Wetherby Wealth Management
California
$578K +$11.9K +144 +2%
PP
763
Paloma Partners
Connecticut
$577K -$647K -7,813 -52%
CK
764
Cohen Klingenstein
New York
$576K – – –
SRSA
765
S.R. Schill & Associates
Washington
$576K – – –
TI
766
Trexquant Investment
Connecticut
$576K +$596K +7,200 New
CNBT
767
Canandaigua National Bank & Trust
New York
$571K +$38.1K +460 +7%
CBU
768
CIBC Bank USA
Illinois
$565K +$270K +3,265 +86%
CCFCSB
769
Cape Cod Five Cents Savings Bank
Massachusetts
$564K -$11K -133 -2%
AIM
770
Aspen Investment Management
Michigan
$561K – – –
BTNA
771
Bremer Trust National Association
Minnesota
$551K -$4.8K -58 -0.8%
FWM
772
Frontier Wealth Management
Missouri
$545K -$17.1K -207 -3%
CI
773
Capital International
California
$536K -$878K -10,600 -61%
MHS
774
M Holdings Securities
Oregon
$534K +$15K +181 +3%
AFG
775
Albion Financial Group
Utah
$533K -$86.5K -1,045 -14%
29 30
31
32 33