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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1301
Hexagon Capital Partners
Arkansas
$364K -$15.8K -152 -4%
NSIM
1302
North Star Investment Management
Illinois
$363K -$38.8K -374 -10%
PAI
1303
Pittenger & Anderson Inc
Nebraska
$363K -$15.6K -150 -4%
KIA
1304
Kraematon Investment Advisors
Massachusetts
$363K +$2.49K +24 +0.7%
HIM
1305
Hotaling Investment Management
Pennsylvania
$362K – – –
WPC
1306
Wedmont Private Capital
Pennsylvania
$362K +$37.8K +364 +13%
VFP
1307
Verus Financial Partners
Virginia
$361K +$727 +7 +0.2%
FIBT
1308
First International Bank & Trust
North Dakota
$360K +$34K +327 +11%
USCWA
1309
U.S. Capital Wealth Advisors
Texas
$359K +$113K +1,091 +51%
CT
1310
Clearstead Trust
Maine
$358K -$123K -1,182 -21%
BOM
1311
Bank of Marin
California
$358K – – –
WA
1312
Winfield Associates
Ohio
$357K -$4.88K -47 -1%
BONST
1313
Bank of Nova Scotia Trust
Ontario, Canada
$357K -$623 -6 -0.2%
BMC
1314
Beaton Management Company
Massachusetts
$357K – – –
CTI
1315
Community Trust & Investment
Kentucky
$357K – – –
FWM
1316
ForthRight Wealth Management
Georgia
$356K +$1.66K +16 +0.5%
PWMAG
1317
Pinnacle Wealth Management Advisory Group
New Jersey
$355K -$10.5K -101 -3%
4WM
1318
44 Wealth Management
Oregon
$354K – – –
NAS
1319
Nicolet Advisory Services
Wisconsin
$354K +$3.84K +37 +1%
NB
1320
Nicolet Bankshares
Wisconsin
$353K +$59K +568 +22%
GAM
1321
Gotham Asset Management
New York
$352K -$211K -2,034 -39%
FWTB
1322
First Western Trust Bank
Colorado
$352K +$328K +3,162 New
MIC
1323
Meridian Investment Counsel
California
$351K – – –
CIA
1324
Cladis Investment Advisory
Montana
$349K – – –
AAIM
1325
Asset Advisors Investment Management
Georgia
$348K +$9.87K +95 +3%
51 52
53
54 55