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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1126
Apriem Advisors
California
$282K – – –
BONST
1127
Bank of Nova Scotia Trust
Ontario, Canada
$282K – – –
PCG
1128
Private Capital Group
Connecticut
$281K -$62.6K -708 -17%
FWCM
1129
Ferguson Wellman Capital Management
Oregon
$280K – – –
HKAM
1130
Horizon Kinetics Asset Management
New York
$279K -$9.99K -113 -3%
PAI
1131
Pittenger & Anderson Inc
Nebraska
$279K – – –
PIA
1132
Pinion Investment Advisors
Kansas
$278K -$36.7K -415 -12%
MIC
1133
Meridian Investment Counsel
California
$278K – – –
GAM
1134
Gotham Asset Management
New York
$277K +$16.1K +182 +6%
H
1135
HoyleCohen
California
$276K -$1.33K -15 -0.5%
PC
1136
Port Capital
Illinois
$275K – – –
BA
1137
Bennicas & Associates
California
$274K – – –
CAM
1138
Costello Asset Management
Pennsylvania
$274K +$619 +7 +0.2%
CFG
1139
Cooper Financial Group
California
$274K +$274K +3,105 New
ARMT
1140
Amica Retiree Medical Trust
Rhode Island
$273K -$85.9K -972 -24%
FAM
1141
Flaharty Asset Management
Florida
$272K -$8.66K -98 -3%
AFP
1142
Ausdal Financial Partners
Iowa
$272K -$7.25K -82 -3%
PCAP
1143
Pratt Collard Advisory Partners
New York
$271K – – –
WKWM
1144
Walter & Keenan Wealth Management
Indiana
$270K – – –
FA
1145
FCG Advisors
New Jersey
$270K +$4.42K +50 +2%
NIM
1146
NuWave Investment Management
New Jersey
$269K +$152K +1,724 +131%
TCOO
1147
Trust Company of Oklahoma
Oklahoma
$267K – – –
JWBC
1148
J.W. Burns & Co
New York
$266K – – –
VC
1149
Vicus Capital
Pennsylvania
$266K +$11.1K +126 +4%
MCM
1150
Mainstay Capital Management
Michigan
$265K +$265K +2,999 New
44 45
46
47 48