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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
1026
Cutter & Co Brokerage
Missouri
$229K +$226K +2,945 New
OWD
1027
Osborn Williams & Donohoe
Ohio
$228K -$1.53K -20 -0.7%
DWT
1028
Dorsey & Whitney Trust
South Dakota
$227K -$46.5K -607 -17%
CAM
1029
Cubic Asset Management
Massachusetts
$226K – – –
RB
1030
Rodgers Brothers
Pennsylvania
$226K – – –
PK
1031
Pflug Koory
Nebraska
$226K +$223K +2,914 New
BFIM
1032
Beese Fulmer Investment Management
Ohio
$224K – – –
HWA
1033
Heritage Wealth Advisors
Virginia
$223K – – –
AA
1034
Apriem Advisors
California
$220K -$51.4K -671 -19%
CA
1035
Capital Advantage
California
$220K – – –
CL
1036
CPWM LLC
Washington
$219K -$60.7K -793 -22%
TI
1037
Truepoint Inc
Ohio
$219K +$213K +2,779 New
MCM
1038
Monarch Capital Management
Indiana
$218K – – –
BA
1039
Bristol Advisors
Pennsylvania
$217K +$214K +2,800 New
EWM
1040
Evermay Wealth Management
Virginia
$216K – – –
DOA
1041
D'Orazio & Associates
Virginia
$216K +$2.07K +27 +1%
WPP
1042
Whalerock Point Partners
Rhode Island
$216K +$214K +2,793 New
CA
1043
Cornerstone Advisory
Maryland
$215K – – –
EM
1044
Excalibur Management
Massachusetts
$215K – – –
AI
1045
Accredited Investors
Minnesota
$215K +$1.3K +17 +0.6%
SAM
1046
Shamrock Asset Management
Texas
$215K +$24.9K +325 +13%
CHP
1047
Cable Hill Partners
Oregon
$214K -$59.6K -778 -22%
GIP
1048
Granite Investment Partners
California
$212K -$81.9K -1,069 -28%
PWP
1049
Private Wealth Partners
California
$210K – – –
GHA
1050
GW Henssler & Associates
Georgia
$209K -$84.9K -1,109 -29%
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