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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1026
Crestwood Advisors Group
Massachusetts
$290K -$10.4K -135 -4%
CC
1027
Cadinha & Co
Hawaii
$290K +$10.8K +141 +4%
AWCI
1028
Alpine Woods Capital Investors
New York
$289K – – –
TI
1029
Truepoint Inc
Ohio
$288K +$260K +3,387 +1,349%
AB
1030
AT Bancorp
Iowa
$287K – – –
BHB
1031
Bank Hapoalim BM
Israel
$285K -$23.1K -300 -8%
RC
1032
RBO & Co
California
$284K -$549K -7,138 -67%
HA
1033
Halsey Associates
Connecticut
$284K -$128K -1,658 -32%
KPCM
1034
Kings Point Capital Management
New York
$284K – – –
TC
1035
Telemus Capital
Michigan
$284K +$9.23K +120 +3%
WP
1036
WMS Partners
Maryland
$283K -$43.7K -568 -14%
PAI
1037
Pittenger & Anderson Inc
Nebraska
$282K -$1.23M -16,020 -82%
EWA
1038
Exencial Wealth Advisors
Oklahoma
$279K +$15.8K +206 +6%
MCWS
1039
McKinley Carter Wealth Services
West Virginia
$278K -$5.54K -72 -2%
FAM
1040
Flaharty Asset Management
Florida
$278K +$5.08K +66 +2%
DK
1041
Darrell & King
Virginia
$277K +$7.84K +102 +3%
MCM
1042
Marathon Capital Management
Maryland
$276K -$19.2K -250 -7%
EA
1043
Edge Advisors
Georgia
$276K +$14.8K +192 +6%
BSB
1044
Bangor Savings Bank
Maine
$275K +$3.46K +45 +1%
MYIA
1045
Mount Yale Investment Advisors
Colorado
$275K +$54.1K +703 +25%
STA
1046
Summit Trail Advisors
New York
$274K -$452K -5,871 -63%
CHP
1047
Cable Hill Partners
Oregon
$273K -$198K -2,577 -43%
BAM
1048
Brave Asset Management
New Jersey
$273K -$41.5K -539 -13%
BAM
1049
Berkshire Asset Management
Pennsylvania
$272K – – –
DWT
1050
Dorsey & Whitney Trust
South Dakota
$272K +$22.7K +295 +9%
40 41
42
43 44