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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
1076
Institutional & Family Asset Management
Colorado
$279K -$55.6K -653 -17%
BDF
1077
Balasa Dinverno & Foltz
$279K -$28.8K -338 -9%
HIC
1078
Harvey Investment Company
Kentucky
$279K +$276K +3,238 New
KFGK
1079
Keystone Financial Group (Kentucky)
Kentucky
$277K -$31.6K -371 -10%
BONST
1080
Bank of Nova Scotia Trust
Ontario, Canada
$276K -$85.6K -1,006 -24%
SCM
1081
Salem Capital Management
Massachusetts
$275K – – –
FIM
1082
Frontier Investment Management
Texas
$274K -$105K -1,233 -28%
TC
1083
TownSquare Capital
Utah
$274K +$263K +3,092 New
FWCM
1084
Ferguson Wellman Capital Management
Oregon
$273K – – –
PAI
1085
Pittenger & Anderson Inc
Nebraska
$273K – – –
ACM
1086
AlphaStar Capital Management
North Carolina
$273K +$30.1K +354 +13%
CCA
1087
Cobblestone Capital Advisors
New York
$272K -$66.8K -785 -20%
CCT
1088
Country Club Trust
Missouri
$272K +$681 +8 +0.3%
H
1089
HoyleCohen
California
$272K +$6.89K +81 +3%
AA
1090
Apriem Advisors
California
$272K +$8.51K +100 +3%
MIC
1091
Meridian Investment Counsel
California
$271K – – –
TW
1092
TrinityPoint Wealth
Connecticut
$269K +$265K +3,116 New
PG
1093
Patten Group
Tennessee
$268K -$35.6K -418 -12%
PC
1094
Port Capital
Illinois
$268K -$2.21K -26 -0.8%
BA
1095
Bennicas & Associates
California
$268K – – –
W
1096
WealthOne
New York
$268K +$264K +3,100 New
PCAP
1097
Pratt Collard Advisory Partners
New York
$265K – – –
WKWM
1098
Walter & Keenan Wealth Management
Indiana
$264K – – –
AFP
1099
Ausdal Financial Partners
Iowa
$263K -$219K -2,575 -46%
SC
1100
Saturna Capital
Washington
$262K – – –
42 43
44
45 46