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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
826
Destination Wealth Management
California
$413K +$12.3K +148 +3%
CS
827
Credential Securities
$409K +$580 +7 +0.1%
HCMT
828
Highland Capital Management (Tennessee)
Tennessee
$406K – – –
DCM
829
Donaldson Capital Management
Indiana
$406K +$116K +1,403 +38%
WDA
830
Wendell David Associates
New Hampshire
$403K – – –
OCG
831
Opus Capital Group
Ohio
$402K – – –
IAMOG
832
Investors Asset Management of Georgia
Georgia
$401K +$4.39K +53 +1%
SWM
833
Stockman Wealth Management
Montana
$401K +$415K +5,009 New
RWA
834
Ropes Wealth Advisors
Massachusetts
$398K -$4.31K -52 -1%
OC
835
Oarsman Capital
Wisconsin
$397K -$2.48K -30 -0.6%
KFC
836
Klingenstein Fields & Co
New York
$396K – – –
WKWM
837
Walter & Keenan Wealth Management
Indiana
$395K – – –
OA
838
Outfitter Advisors
Virginia
$393K +$8.28K +100 +2%
BFM
839
Boothbay Fund Management
New York
$393K +$406K +4,904 New
ADL
840
Asset Dedication LLC
California
$392K +$100K +1,207 +33%
KC
841
Kingfisher Capital
North Carolina
$391K +$83 +1 +0%
MC
842
Middleton & Co
Massachusetts
$391K +$6.46K +78 +2%
RC
843
RegentAtlantic Capital
New Jersey
$390K +$248 +3 +0.1%
MCM
844
Marathon Capital Management
Maryland
$390K +$404K +4,873 New
ACP
845
Aviance Capital Partners
Florida
$389K – – –
SFI
846
SPC Financial Inc
Maryland
$388K – – –
RBC
847
Ronald Blue & Co
Georgia
$385K -$8.12K -98 -2%
CS
848
Comerica Securities
Michigan
$385K +$44.6K +538 +13%
WRM
849
Westport Resources Management
Connecticut
$382K -$300K -3,618 -43%
WCM
850
Windsor Capital Management
Arizona
$381K -$6.54K -79 -2%
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