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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
926
Monarch Capital Management
Indiana
$283K +$32.8K +433 +14%
TCM
927
Twin Capital Management
Pennsylvania
$282K – – –
GJIC
928
Gamble Jones Investment Counsel
California
$280K +$15.9K +210 +6%
HL
929
HeadInvest LLC
Maine
$280K +$29.2K +386 +13%
P
930
Pitcairn
Pennsylvania
$279K +$13.8K +183 +6%
SFM
931
Signet Financial Management
New Jersey
$278K +$260K +3,442 New
SFA
932
Sequoia Financial Advisors
Ohio
$277K -$88.8K -1,174 -25%
HCM
933
Horrell Capital Management
Arkansas
$276K – – –
CBU
934
CIBC Bank USA
Illinois
$275K -$11.7K -154 -4%
JPMIA
935
J.P. Marvel Investment Advisors
Massachusetts
$275K – – –
DK
936
Darrell & King
Virginia
$274K – – –
AA
937
Apriem Advisors
California
$274K +$235K +3,100 +1,033%
KB
938
Kimelman & Baird
New York
$273K +$257K +3,390 New
CA
939
CapWealth Advisors
Tennessee
$271K +$22.7K +300 +10%
IFAM
940
Institutional & Family Asset Management
Colorado
$269K – – –
CL
941
CPWM LLC
Washington
$269K +$24.1K +318 +11%
SOAMC
942
Spirit of America Management Corp
New York
$269K +$252K +3,335 New
HAM
943
Highstreet Asset Management
Ontario, Canada
$268K -$853K -11,272 -77%
FMWA
944
Forvis Mazars Wealth Advisors
Missouri
$268K -$19.6K -259 -7%
GF
945
Gerstein Fisher
New York
$264K +$248K +3,275 New
AHC
946
Adell Harriman & Carpenter
Texas
$264K -$30.3K -400 -11%
IC
947
Investment Counsel
Michigan
$263K -$35.9K -475 -13%
KPCM
948
Kings Point Capital Management
New York
$262K – – –
PHAM
949
Palisades Hudson Asset Management
Florida
$262K – – –
AWM
950
Avior Wealth Management
Nebraska
$262K +$3.86K +51 +2%
36 37
38
39 40