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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1026
Aspen Investment Management
Michigan
$642K -$10.9K -108 -2%
CL
1027
CSS LLC
Illinois
$639K – – –
FFWM
1028
Future Financial Wealth Management
Ohio
$639K +$7.4K +73 +1%
NICM
1029
Neo Ivy Capital Management
New York
$639K +$617K +6,091 New
PCM
1030
Princeton Capital Management
New Jersey
$638K +$24.9K +246 +4%
CT
1031
Cambridge Trust
Massachusetts
$638K +$178K +1,756 +41%
LIA
1032
LBMC Investment Advisors
Tennessee
$636K +$203 +2 +0%
FAM
1033
Formidable Asset Management
Ohio
$631K +$710 +7 +0.1%
CWM
1034
Cornerstone Wealth Management
Missouri
$631K +$49.6K +489 +9%
SACTSONJ
1035
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$629K – – –
SFI
1036
SPC Financial Inc
Maryland
$626K -$20.3K -200 -3%
DWT
1037
Dorsey & Whitney Trust
South Dakota
$625K -$48.9K -482 -7%
EWM
1038
Elmwood Wealth Management
California
$625K +$604K +5,958 New
VWA
1039
V Wealth Advisors
Kansas
$624K -$4.66K -46 -0.8%
FFBTD
1040
First Financial Bank - Trust Division
Ohio
$623K -$2.23K -22 -0.4%
CC
1041
Corsicana & Co
Texas
$621K +$6.59K +65 +1%
KC
1042
Kepos Capital
New York
$621K +$478K +4,720 +394%
SF
1043
Summit Financial
New Jersey
$621K +$6.69K +66 +1%
FCB
1044
First Command Bank
Texas
$620K – – –
SPWM
1045
Schrum Private Wealth Management
Florida
$620K +$601K +5,926 New
IAIM
1046
International Assets Investment Management
Florida
$619K -$3.65K -36 -0.6%
PA
1047
PSI Advisors
Florida
$618K +$5.88K +58 +1%
SSB
1048
Sandy Spring Bank
Maryland
$617K +$15.2K +150 +3%
VAM
1049
Verity Asset Management
North Carolina
$617K +$28K +276 +5%
XF
1050
XML Financial
Maryland
$616K +$24.9K +246 +4%
40 41
42
43 44