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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
901
Institutional & Family Asset Management
Colorado
$269K +$265K +3,769 New
VFP
902
Verus Financial Partners
Virginia
$268K +$984 +14 +0.4%
AL
903
AJO LP
Pennsylvania
$266K +$262K +3,731 New
IC
904
Investment Counsel
Michigan
$266K +$262K +3,732 New
SAM
905
SignalPoint Asset Management
Missouri
$262K +$16.2K +231 +7%
AHC
906
Adell Harriman & Carpenter
Texas
$262K -$70.3K -1,000 -21%
MIC
907
Meridian Investment Counsel
California
$261K – – –
CCM
908
Crossvault Capital Management
Texas
$259K – – –
GIP
909
Greatmark Investment Partners
Georgia
$258K -$3.52K -50 -1%
BA
910
Bennicas & Associates
California
$258K – – –
FMWA
911
Forvis Mazars Wealth Advisors
Missouri
$256K -$15.9K -226 -6%
CBU
912
CIBC Bank USA
Illinois
$255K +$562 +8 +0.2%
DCM
913
Donaldson Capital Management
Indiana
$251K -$14.8K -210 -6%
RT
914
Rockland Trust
Massachusetts
$250K – – –
TCM
915
Twin Capital Management
Pennsylvania
$250K – – –
TCM
916
Traynor Capital Management
Pennsylvania
$250K +$246K +3,504 New
VCM
917
Versant Capital Management
Arizona
$249K +$246K +3,496 New
MCM
918
MV Capital Management
Maryland
$247K +$108K +1,539 +80%
GI
919
Gradient Investments
Minnesota
$246K -$76.9K -1,094 -24%
IWMPD
920
Integrated Wealth Management (Palm Desert)
California
$246K +$62.6K +890 +35%
HCM
921
Horrell Capital Management
Arkansas
$244K -$49.2K -700 -17%
JPMIA
922
J.P. Marvel Investment Advisors
Massachusetts
$244K +$240K +3,411 New
DK
923
Darrell & King
Virginia
$243K +$239K +3,400 New
CCT
924
Capital City Trust
Florida
$242K +$18.2K +259 +8%
BDF
925
Balasa Dinverno & Foltz
$238K -$52.6K -748 -18%
35 36
37
38 39