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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
1226
Bank of Marin
California
$330K -$15.1K -150 -4%
SC
1227
Steph & Co
Wisconsin
$330K +$20K +199 +6%
FMB
1228
Field & Main Bank
Kentucky
$330K +$25.6K +255 +8%
SLT
1229
St Louis Trust
Missouri
$329K – – –
RI
1230
Ridgewood Investments
New Jersey
$328K -$26.8K -267 -7%
VA
1231
Valmark Advisers
Ohio
$327K +$95.5K +951 +40%
BIM
1232
Bridges Investment Management
Nebraska
$325K – – –
B
1233
Bridgeworth
Alabama
$325K +$703 +7 +0.2%
MHR
1234
Matthew Hamilton Rosenberg
$325K +$12.5K +124 +4%
CB
1235
Cadence Bank
Mississippi
$322K -$63.6K -633 -16%
WA
1236
Winfield Associates
Ohio
$322K – – –
IC
1237
Intersect Capital
California
$322K +$3.62K +36 +1%
SAG
1238
Spotlight Asset Group
Illinois
$321K -$17.1K -170 -5%
PAI
1239
Pittenger & Anderson Inc
Nebraska
$321K +$25.1K +250 +8%
TA
1240
Tectonic Advisors
Texas
$321K +$51.1K +509 +19%
OWA
1241
Octavia Wealth Advisors
Ohio
$319K +$8.24K +82 +3%
FA
1242
FMA Advisory
Pennsylvania
$319K +$17.6K +175 +6%
PIP
1243
Peachtree Investment Partners
Florida
$319K +$27.4K +273 +9%
ECM
1244
Evergreen Capital Management
Washington
$319K +$72.3K +720 +29%
PI
1245
Putnam Investments
Massachusetts
$318K – – –
RPC
1246
Rossmore Private Capital
Connecticut
$318K – – –
MA
1247
MONECO Advisors
Connecticut
$318K +$804 +8 +0.2%
AA
1248
Apriem Advisors
California
$318K +$5.53K +55 +2%
BONST
1249
Bank of Nova Scotia Trust
Ontario, Canada
$316K +$100 +1 +0%
AIS
1250
AM Investment Strategies
Tennessee
$316K +$603 +6 +0.2%
48 49
50
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