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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1051
Financial Management Professionals
Texas
$621K +$62.8K +690 +12%
DI
1052
Diligent Investors
California
$618K +$223K +2,450 +63%
KFA
1053
Kapstone Financial Advisors
Ohio
$618K +$4K +44 +0.7%
TAM
1054
Tucker Asset Management
Colorado
$618K -$50.6K -556 -8%
VVP
1055
Venture Visionary Partners
Ohio
$618K +$5.09K +56 +0.9%
KCM
1056
Kanawha Capital Management
Virginia
$616K -$5.82K -64 -1%
PAMG
1057
Patton Albertson Miller Group
Tennessee
$615K -$38.2K -420 -6%
RMDI
1058
R.M. Davis Inc
Maine
$614K +$109K +1,199 +23%
CSC
1059
Caldwell Sutter Capital
California
$613K +$46.4K +510 +9%
WFG
1060
Wills Financial Group
Virginia
$613K -$40.1K -441 -7%
FIM
1061
Fruth Investment Management
Texas
$607K -$6.55K -72 -1%
CAM
1062
Carret Asset Management
New York
$606K – – –
W
1063
Wealthquest
Ohio
$605K -$18.3K -201 -3%
CAM
1064
Cidel Asset Management
Ontario, Canada
$603K +$565K +6,216 New
WA
1065
WBH Advisory
Maryland
$603K -$6.55K -72 -1%
OFG
1066
OmniStar Financial Group
North Carolina
$602K -$4.37K -48 -0.8%
SF
1067
Summit Financial
New Jersey
$600K +$22.7K +250 +4%
EWM
1068
Empirical Wealth Management
Washington
$600K +$200K +2,199 +55%
WTC
1069
WhitTier Trust Company
Nevada
$599K -$34K -374 -6%
WFI
1070
West Family Investments
California
$598K +$249K +2,741 +80%
BG
1071
Benedetti & Gucer
Georgia
$597K -$27.9K -307 -5%
AFG
1072
Atomi Financial Group
New York
$594K +$323K +3,550 +138%
IBOK
1073
Independence Bank of Kentucky
Kentucky
$593K -$139K -1,526 -20%
GIA
1074
Guyasuta Investment Advisors
Pennsylvania
$591K -$14.1K -155 -2%
IAS
1075
Investment Advisory Services
Texas
$590K -$51K -561 -8%
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43
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