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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
826
Credential Securities
$409K +$580 +7 +0.1%
HCMT
827
Highland Capital Management (Tennessee)
Tennessee
$406K – – –
DCM
828
Donaldson Capital Management
Indiana
$406K +$116K +1,403 +38%
WDA
829
Wendell David Associates
New Hampshire
$403K – – –
OCG
830
Opus Capital Group
Ohio
$402K – – –
IAMOG
831
Investors Asset Management of Georgia
Georgia
$401K +$4.39K +53 +1%
SWM
832
Stockman Wealth Management
Montana
$401K +$415K +5,009 New
RWA
833
Ropes Wealth Advisors
Massachusetts
$398K -$4.31K -52 -1%
OC
834
Oarsman Capital
Wisconsin
$397K -$2.48K -30 -0.6%
KFC
835
Klingenstein Fields & Co
New York
$396K – – –
WKWM
836
Walter & Keenan Wealth Management
Indiana
$395K – – –
OA
837
Outfitter Advisors
Virginia
$393K +$8.28K +100 +2%
BFM
838
Boothbay Fund Management
New York
$393K +$406K +4,904 New
ADL
839
Asset Dedication LLC
California
$392K +$100K +1,207 +33%
KC
840
Kingfisher Capital
North Carolina
$391K +$83 +1 +0%
MC
841
Middleton & Co
Massachusetts
$391K +$6.46K +78 +2%
RC
842
RegentAtlantic Capital
New Jersey
$390K +$248 +3 +0.1%
MCM
843
Marathon Capital Management
Maryland
$390K +$404K +4,873 New
ACP
844
Aviance Capital Partners
Florida
$389K – – –
SFI
845
SPC Financial Inc
Maryland
$388K – – –
RBC
846
Ronald Blue & Co
Georgia
$385K -$8.12K -98 -2%
CS
847
Comerica Securities
Michigan
$385K +$44.6K +538 +13%
WRM
848
Westport Resources Management
Connecticut
$382K -$300K -3,618 -43%
WCM
849
Windsor Capital Management
Arizona
$381K -$6.54K -79 -2%
GT
850
Greenleaf Trust
Michigan
$381K +$89.3K +1,078 +29%
32 33
34
35 36