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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GIS
801
Guardian Investor Services
New York
$376K – – –
CS
802
Credential Securities
$374K +$14.9K +184 +4%
RC
803
RegentAtlantic Capital
New Jersey
$372K +$8.12K +100 +2%
AB
804
AT Bancorp
Iowa
$369K -$133K -1,633 -25%
AWA
805
AmeriServ Wealth Advisors
Pennsylvania
$367K -$16.6K -205 -4%
GSBTD
806
Glenview State Bank Trust Department
Illinois
$366K -$29.7K -366 -7%
PL
807
Parkwood LLC
Ohio
$366K +$42.9K +528 +12%
KWMG
808
King Wealth Management Group
Florida
$365K -$75.6K -932 -16%
BAM
809
Berkshire Asset Management
Pennsylvania
$364K -$58.1K -716 -13%
FIM
810
Freedom Investment Management
Connecticut
$362K +$10.1K +125 +3%
GD
811
Grandfield & Dodd
New York
$360K -$32.5K -400 -8%
OA
812
Outfitter Advisors
Virginia
$359K -$4.06K -50 -1%
WEC
813
Winslow Evans & Crocker
Massachusetts
$354K -$5.84K -72 -2%
OC
814
Oarsman Capital
Wisconsin
$354K – – –
PCMI
815
Princeton Capital Management Inc
New Jersey
$351K +$60.9K +750 +20%
BDF
816
Balasa Dinverno & Foltz
$348K -$6.41K -79 -2%
KFC
817
Klingenstein Fields & Co
New York
$348K -$406 -5 -0.1%
MCM
818
McMillion Capital Management
North Carolina
$347K +$154K +1,896 +72%
BSB
819
Bangor Savings Bank
Maine
$346K -$14.6K -180 -4%
CAM
820
CG Asset Management
New York
$346K – – –
CFA
821
Capstone Financial Advisors
Illinois
$346K +$366K +4,513 New
HCA
822
Horan Capital Advisors
Ohio
$342K -$81.3K -1,002 -18%
SJIC
823
St. James Investment Company
Texas
$341K +$35.7K +440 +11%
CWM
824
Calamos Wealth Management
Illinois
$340K +$359K +4,424 New
CB
825
Community Bank
New York
$339K -$30.8K -380 -8%
31 32
33
34 35