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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1076
Accredited Investors
Minnesota
$244K +$237K +3,081 New
WKWM
1077
Walter & Keenan Wealth Management
Indiana
$242K -$93.5K -1,216 -28%
PCAP
1078
Pratt Collard Advisory Partners
New York
$242K -$24.8K -323 -10%
IWC
1079
Integrated Wealth Concepts
Massachusetts
$241K +$6.46K +84 +3%
BIM
1080
Baldwin Investment Management
Pennsylvania
$241K +$235K +3,049 New
SC
1081
Saturna Capital
Washington
$240K – – –
DA
1082
Doliver Advisors
Texas
$240K +$233K +3,032 New
TCOO
1083
Trust Company of Oklahoma
Oklahoma
$239K – – –
WCM
1084
Windsor Capital Management
Arizona
$239K -$1.46K -19 -0.6%
HC
1085
Hourglass Capital
Texas
$239K – – –
SWP
1086
Strategic Wealth Partners
Ohio
$238K -$773K -10,051 -77%
CCM
1087
Cribstone Capital Management
Maine
$237K -$20.5K -266 -8%
AA
1088
Apriem Advisors
California
$237K – – –
IDBONY
1089
Israel Discount Bank of New York
New York
$237K +$7.38K +96 +3%
AAP
1090
Arax Advisory Partners
Colorado
$235K +$1.69K +22 +0.7%
RIM
1091
Redwood Investment Management
Arizona
$235K +$229K +2,971 New
H
1092
HoyleCohen
California
$235K +$229K +2,972 New
VCM
1093
Versant Capital Management
Arizona
$234K -$11.1K -144 -5%
LRPA
1094
L. Roy Papp & Associates
Arizona
$234K – – –
BMC
1095
Beaton Management Company
Massachusetts
$234K +$22.5K +292 +11%
JIP
1096
Jaffetilchin Investment Partners
Florida
$233K -$107K -1,395 -32%
CWS
1097
Cypress Wealth Services
California
$232K -$120K -1,566 -35%
RMCM
1098
Reynders McVeigh Capital Management
Massachusetts
$232K +$25.4K +330 +13%
HCM
1099
Hengehold Capital Management
Ohio
$232K +$225K +2,928 New
VFP
1100
Verus Financial Partners
Virginia
$231K -$138K -1,796 -38%
42 43
44
45 46