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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1251
44 Wealth Management
Oregon
$309K – – –
UAS
1252
United Asset Strategies
New York
$309K +$10.5K +101 +3%
NDSI
1253
Newman Dignan & Sheerar Inc
Rhode Island
$308K +$327K +3,155 New
SAG
1254
Spotlight Asset Group
Illinois
$307K -$10.1K -98 -3%
MIC
1255
Meridian Investment Counsel
California
$307K – – –
LBA
1256
Letko, Brosseau & Associates
Quebec, Canada
$303K – – –
WBC
1257
West Branch Capital
Massachusetts
$303K – – –
JWBC
1258
J.W. Burns & Co
New York
$302K – – –
TA
1259
TFG Advisers
Michigan
$299K -$932 -9 -0.3%
LIA
1260
LSP Investment Advisors
New York
$299K +$317K +3,060 New
PCG
1261
Private Capital Group
Connecticut
$298K +$26.3K +254 +9%
MFW
1262
Mosaic Family Wealth
Missouri
$297K +$15.5K +150 +5%
BWM
1263
BCGM Wealth Management
Indiana
$297K +$50K +483 +20%
FA
1264
FMA Advisory
Pennsylvania
$295K -$21.6K -209 -6%
NAS
1265
Nicolet Advisory Services
Wisconsin
$295K +$207 +2 +0.1%
OSNBOA
1266
Old Second National Bank of Aurora
Illinois
$295K +$7.87K +76 +3%
AAIM
1267
Asset Advisors Investment Management
Georgia
$295K +$46K +444 +17%
SN
1268
Sittner & Nelson
Oregon
$294K +$77.6K +750 +33%
FIA
1269
Foundations Investment Advisors
Arizona
$293K +$29.2K +282 +11%
IFG
1270
Independent Financial Group
California
$292K +$21.9K +212 +8%
FA
1271
Fagan Associates
New York
$291K -$41.2K -398 -12%
SAM
1272
Summit Asset Management
Tennessee
$291K – – –
BCM
1273
Becker Capital Management
Oregon
$290K -$20.7K -200 -6%
MYIA
1274
Mount Yale Investment Advisors
Colorado
$290K +$308K +2,974 New
CM
1275
Cornerstone Management
Georgia
$289K +$311 +3 +0.1%
49 50
51
52 53