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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1026
Ferguson Wellman Capital Management
Oregon
$304K -$16K -183 -5%
PG
1027
Patten Group
Tennessee
$304K -$6.9K -79 -2%
KA
1028
Kovack Advisors
Florida
$302K -$49.4K -566 -14%
AAP
1029
Arax Advisory Partners
Colorado
$301K +$18.4K +211 +6%
PSC
1030
Prentiss Smith & Co
Vermont
$301K +$209K +2,396 +202%
CPA
1031
Capital Planning Advisors
California
$300K +$312K +3,567 New
DWT
1032
Dorsey & Whitney Trust
South Dakota
$299K +$3.49K +40 +1%
BAM
1033
Berkshire Asset Management
Pennsylvania
$299K +$18K +206 +6%
LSAG
1034
Lake Street Advisors Group
New Hampshire
$296K +$308K +3,523 New
SG
1035
StoneX Group
New York
$294K -$12.5K -143 -4%
PCAP
1036
Pratt Collard Advisory Partners
New York
$291K +$302K +3,455 New
C
1037
Cerebellum
California
$289K +$300K +3,435 New
FCB
1038
First Command Bank
Texas
$288K -$25.9K -297 -8%
FCFS
1039
First Command Financial Services
Texas
$288K -$25.9K -297 -8%
BSB
1040
Bangor Savings Bank
Maine
$288K -$16.2K -186 -5%
AA
1041
Apriem Advisors
California
$288K -$9.35K -107 -3%
HCM
1042
Horrell Capital Management
Arkansas
$287K – – –
JPMIA
1043
J.P. Marvel Investment Advisors
Massachusetts
$287K – – –
DK
1044
Darrell & King
Virginia
$286K – – –
DCM
1045
Delpha Capital Management
New York
$286K +$297K +3,398 New
AP
1046
Appleton Partners
Massachusetts
$285K -$21.8K -250 -7%
BA
1047
Bennicas & Associates
California
$284K -$20.3K -232 -6%
MIC
1048
Meridian Investment Counsel
California
$283K – – –
TC
1049
Telemus Capital
Michigan
$283K +$294K +3,365 New
EA
1050
Edge Advisors
Georgia
$281K -$45.3K -519 -13%
40 41
42
43 44