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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
851
Wendell David Associates
New Hampshire
$413K – – –
SWM
852
Stockman Wealth Management
Montana
$411K +$318 +4 +0.1%
OA
853
Outfitter Advisors
Virginia
$411K +$7.95K +100 +2%
ACM
854
Alethea Capital Management
Washington
$410K +$397K +5,000 New
BSW
855
Buckingham Strategic Wealth
Missouri
$408K +$39.7K +500 +11%
VAM
856
Verity Asset Management
North Carolina
$407K +$395K +4,967 New
CS
857
Credential Securities
$403K -$2.31K -29 -0.6%
MHS
858
M Holdings Securities
Oregon
$402K -$147K -1,847 -27%
IAM
859
Impax Asset Management
New Hampshire
$402K +$23.8K +300 +7%
GT
860
Greenleaf Trust
Michigan
$401K -$32.9K -414 -8%
S
861
SignatureFD
Georgia
$401K -$30.5K -384 -7%
WA1
862
Wimmer Associates 1
California
$396K -$32.4K -408 -8%
RMAM
863
Raab & Moskowitz Asset Management
New Jersey
$396K +$11.8K +148 +3%
FTC
864
Farmers Trust Company
Ohio
$393K -$32.4K -407 -8%
KIC
865
Keating Investment Counselors
Florida
$390K -$336K -4,224 -47%
ADL
866
Asset Dedication LLC
California
$390K -$10.6K -133 -3%
IIC
867
Integrated Investment Consultants
Michigan
$388K – – –
RB
868
Rodgers Brothers
Pennsylvania
$386K +$143K +1,800 +62%
TIA
869
Tiemann Investment Advisors
California
$383K -$59.6K -750 -14%
WKWM
870
Walter & Keenan Wealth Management
Indiana
$383K – – –
CCM
871
Compton Capital Management
Rhode Island
$382K – – –
AB
872
AT Bancorp
Iowa
$381K – – –
WCM
873
Windsor Capital Management
Arizona
$377K -$14.8K -186 -4%
CIS
874
Capital International Sarl
California
$377K – – –
CCA
875
Cobblestone Capital Advisors
New York
$377K +$47.6K +599 +15%
33 34
35
36 37