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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1051
Cornerstone Advisory
Maryland
$224K -$13.7K -163 -6%
MIM
1052
Montgomery Investment Management
Maryland
$220K -$16.8K -200 -7%
RFA
1053
Reilly Financial Advisors
California
$220K -$2.44K -29 -1%
PHAM
1054
Palisades Hudson Asset Management
Florida
$220K – – –
BWA
1055
BDO Wealth Advisors
Florida
$220K +$221K +2,634 New
FMP
1056
Financial Management Professionals
Texas
$219K – – –
JWBC
1057
J.W. Burns & Co
New York
$219K +$220K +2,618 New
YWP
1058
YorkBridge Wealth Partners
New York
$218K -$4.2K -50 -2%
EIM
1059
Essex Investment Management
Massachusetts
$218K – – –
OSNBOA
1060
Old Second National Bank of Aurora
Illinois
$218K – – –
LBC
1061
Lowe Brockenbrough & Co
Virginia
$216K -$132K -1,565 -38%
VNA
1062
Valley National Advisers
Pennsylvania
$215K -$8.24K -98 -4%
AHC
1063
Adell Harriman & Carpenter
Texas
$214K +$216K +2,566 New
KB
1064
Kimelman & Baird
New York
$213K – – –
FLII
1065
First Long Island Investors
New York
$213K +$214K +2,549 New
JFGLC
1066
Johnson Financial Group LLC (Colorado)
Colorado
$212K – – –
BEAM
1067
Baker Ellis Asset Management
Washington
$210K -$5.55K -66 -3%
SJL
1068
Shayne & Jacobs LLC
Tennessee
$209K – – –
RMDI
1069
R.M. Davis Inc
Maine
$207K -$120K -1,423 -36%
VWA
1070
V Wealth Advisors
Kansas
$207K -$11.9K -141 -5%
HCM
1071
Hengehold Capital Management
Ohio
$206K – – –
BP
1072
Ballentine Partners
Massachusetts
$206K +$208K +2,480 New
HAIM
1073
Hunter Associates Investment Management
Pennsylvania
$205K – – –
FM
1074
Foster & Motley
Ohio
$205K +$206K +2,453 New
HCM
1075
Howland Capital Management
Massachusetts
$205K +$206K +2,456 New
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43
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