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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1226
Capital Asset Advisory Services
Michigan
$433K +$4.09K +45 +1%
ATC
1227
Adirondack Trust Company
New York
$433K -$57K -627 -12%
SAM
1228
SignalPoint Asset Management
Missouri
$431K +$91 +1 +0%
SLG
1229
Stanley-Laman Group
Pennsylvania
$428K +$439K +4,831 New
TWM
1230
Trueblood Wealth Management
Ohio
$428K +$402K +4,415 New
SM
1231
Sciencast Management
New Jersey
$427K +$401K +4,405 New
GB
1232
Goepper Burkhardt
South Carolina
$427K – – –
BC
1233
Burney Company
Virginia
$427K -$15.5K -170 -4%
TIA
1234
Tiemann Investment Advisors
California
$426K -$33.3K -366 -8%
RWM
1235
Ritholtz Wealth Management
New York
$425K +$3.37K +37 +0.9%
GFP
1236
Gryphon Financial Partners
Ohio
$425K +$208K +2,285 +109%
ORC
1237
O'Rourke & Company
Massachusetts
$424K +$1.18K +13 +0.3%
BFM
1238
Boston Financial Management
Massachusetts
$423K +$7.55K +83 +2%
MCM
1239
McDonough Capital Management
Florida
$421K +$273 +3 +0.1%
CWM
1240
Cordatus Wealth Management
Pennsylvania
$421K -$11.7K -129 -3%
QCIG
1241
Quad-Cities Investment Group
Iowa
$421K -$9.37K -103 -2%
DLA
1242
Douglas Lane & Associates
New York
$421K +$35.2K +387 +10%
IGWM
1243
ICA Group Wealth Management
Colorado
$420K -$22.5K -247 -5%
HS
1244
Horan Securities
United States
$420K +$43.1K +474 +12%
DSC
1245
Duncker Streett & Co
Missouri
$419K -$27.6K -304 -7%
PWAM
1246
Pinnacle West Asset Management
Wyoming
$419K +$15K +165 +4%
BFC
1247
Blue Fin Capital
Rhode Island
$417K – – –
CAM
1248
Costello Asset Management
Pennsylvania
$417K -$12.6K -138 -3%
O
1249
Ossiam
France
$415K +$49.9K +549 +15%
AFAS
1250
Acorn Financial Advisory Services
Virginia
$411K -$7.91K -87 -2%
48 49
50
51 52