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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
926
R.M. Davis Inc
Maine
$595K +$261K +2,852 +78%
WQ
927
Wealth Quarterback
New Jersey
$593K +$857K +9,352 New
AIM
928
Aspen Investment Management
Michigan
$593K – – –
BOTW
929
Bank of the West
California
$592K -$206K -2,246 -26%
GAMC
930
Garner Asset Management Corp
Texas
$592K +$92 +1 +0%
DJSG
931
D.J. St. Germain
Massachusetts
$591K +$185K +2,022 +45%
QP
932
Quilter Plc
United Kingdom
$590K +$592K +6,458 New
MA
933
Mutual Advisors
Nebraska
$589K +$46.7K +509 +9%
HCM
934
Hengehold Capital Management
Ohio
$584K +$13.4K +146 +2%
DFG
935
Demars Financial Group
Washington
$583K +$586K +6,395 New
FAM
936
Formidable Asset Management
Ohio
$582K +$571K +6,228 New
BIM
937
Bridges Investment Management
Nebraska
$580K -$32.1K -350 -5%
CT
938
Clearstead Trust
Maine
$578K -$140K -1,525 -19%
6M
939
6 Meridian
Kansas
$578K +$22.8K +249 +4%
CCM
940
Cadence Capital Management
Massachusetts
$577K +$148K +1,610 +34%
HI
941
Hudock Inc
Pennsylvania
$571K +$49.2K +537 +9%
PI
942
Putnam Investments
Massachusetts
$570K -$6.07M -66,258 -91%
EWF
943
Epstein & White Financial
California
$569K -$293K -3,200 -34%
FRA
944
Front Row Advisors
California
$569K -$2.29K -25 -0.4%
ACM
945
AlphaStar Capital Management
North Carolina
$567K +$82.1K +895 +17%
HCM
946
Hodges Capital Management
Texas
$560K -$7.98K -87 -1%
HKIM
947
Hayek Kallen Investment Management
Alabama
$559K +$1.01K +11 +0.2%
PFC
948
Phocas Financial Corp
California
$557K -$45.8K -500 -8%
ACS
949
Archford Capital Strategies
Illinois
$554K -$251K -2,743 -31%
NSIM
950
North Star Investment Management
Illinois
$554K +$26K +284 +5%
36 37
38
39 40