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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
801
AT Bancorp
Iowa
$332K -$6.73K -89 -2%
OA
802
Outfitter Advisors
Virginia
$330K – – –
WEC
803
Winslow Evans & Crocker
Massachusetts
$328K +$2.27K +30 +0.6%
RWA
804
Ropes Wealth Advisors
Massachusetts
$326K -$31.9K -422 -8%
BSB
805
Bangor Savings Bank
Maine
$323K +$4.31K +57 +1%
AHC
806
Adell Harriman & Carpenter
Texas
$322K +$345K +4,566 New
AWA
807
AmeriServ Wealth Advisors
Pennsylvania
$322K -$16.4K -217 -5%
PCMI
808
Princeton Capital Management Inc
New Jersey
$322K – – –
CFA
809
Capstone Financial Advisors
Illinois
$322K +$3.78K +50 +1%
GI
810
Gradient Investments
Minnesota
$322K +$140K +1,850 +68%
KFC
811
Klingenstein Fields & Co
New York
$320K – – –
BONST
812
Bank of Nova Scotia Trust
Ontario, Canada
$319K -$907 -12 -0.3%
CAM
813
CG Asset Management
New York
$318K – – –
DP
814
Dearborn Partners
Illinois
$316K -$274K -3,630 -45%
FIM
815
Freedom Investment Management
Connecticut
$315K -$19.6K -259 -5%
BWFM
816
Bridgewater Wealth & Financial Management
Maryland
$314K -$35.4K -468 -10%
CA
817
CapWealth Advisors
Tennessee
$313K -$459K -6,073 -58%
PL
818
Parkwood LLC
Ohio
$313K -$25.5K -337 -7%
HCA
819
Horan Capital Advisors
Ohio
$309K -$6.27K -83 -2%
CB
820
Community Bank
New York
$305K -$7.18K -95 -2%
HA
821
Halsey Associates
Connecticut
$303K – – –
FHC
822
First Heartland Consultants
Missouri
$301K +$4.99K +66 +2%
NGA
823
Naples Global Advisors
Florida
$301K +$39.4K +522 +14%
WKWM
824
Walter & Keenan Wealth Management
Indiana
$300K – – –
ASN
825
Advisory Services Network
Georgia
$298K +$8.46K +112 +3%
31 32
33
34 35