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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
851
Creative Financial Designs
Indiana
$415K -$6.28K -79 -2%
ZCA
852
Zeke Capital Advisors
Pennsylvania
$415K +$74.8K +941 +23%
WDA
853
Wendell David Associates
New Hampshire
$413K – – –
SWM
854
Stockman Wealth Management
Montana
$411K +$318 +4 +0.1%
OA
855
Outfitter Advisors
Virginia
$411K +$7.95K +100 +2%
ACM
856
Alethea Capital Management
Washington
$410K +$397K +5,000 New
BSW
857
Buckingham Strategic Wealth
Missouri
$408K +$39.7K +500 +11%
VAM
858
Verity Asset Management
North Carolina
$407K +$395K +4,967 New
CS
859
Credential Securities
$403K -$2.31K -29 -0.6%
MHS
860
M Holdings Securities
Oregon
$402K -$147K -1,847 -27%
IAM
861
Impax Asset Management
New Hampshire
$402K +$23.8K +300 +7%
GT
862
Greenleaf Trust
Michigan
$401K -$32.9K -414 -8%
S
863
SignatureFD
Georgia
$401K -$30.5K -384 -7%
WA1
864
Wimmer Associates 1
California
$396K -$32.4K -408 -8%
RMAM
865
Raab & Moskowitz Asset Management
New Jersey
$396K +$11.8K +148 +3%
FTC
866
Farmers Trust Company
Ohio
$393K -$32.4K -407 -8%
KIC
867
Keating Investment Counselors
Florida
$390K -$336K -4,224 -47%
ADL
868
Asset Dedication LLC
California
$390K -$10.6K -133 -3%
IIC
869
Integrated Investment Consultants
Michigan
$388K – – –
RB
870
Rodgers Brothers
Pennsylvania
$386K +$143K +1,800 +62%
TIA
871
Tiemann Investment Advisors
California
$383K -$59.6K -750 -14%
WKWM
872
Walter & Keenan Wealth Management
Indiana
$383K – – –
CCM
873
Compton Capital Management
Rhode Island
$382K – – –
AB
874
AT Bancorp
Iowa
$381K – – –
WCM
875
Windsor Capital Management
Arizona
$377K -$14.8K -186 -4%
33 34
35
36 37