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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
1301
First Western Trust Bank
Colorado
$335K – – –
CIA
1302
Cladis Investment Advisory
Montana
$335K – – –
AMM
1303
American Money Management
California
$334K -$48.9K -445 -13%
GAM
1304
Gotham Asset Management
New York
$334K -$3.96K -36 -1%
MWP
1305
Meridian Wealth Partners
Pennsylvania
$334K +$40.9K +372 +14%
BAMF
1306
BI Asset Management Fondsmaeglerselskab
Denmark
$334K +$342K +3,112 New
CCT
1307
Capital City Trust
Florida
$333K +$45.1K +410 +15%
NSIM
1308
North Star Investment Management
Illinois
$332K -$16.5K -150 -5%
JWBC
1309
J.W. Burns & Co
New York
$332K – – –
LBA
1310
Letko, Brosseau & Associates
Quebec, Canada
$332K – – –
SFG
1311
StrategIQ Financial Group
Indiana
$332K +$5.5K +50 +2%
AF
1312
Advisornet Financial
Minnesota
$331K -$220 -2 -0.1%
EWM
1313
Empirical Wealth Management
Washington
$331K +$36.2K +329 +12%
P
1314
Pitcairn
Pennsylvania
$330K +$8.03K +73 +2%
LIA
1315
LSP Investment Advisors
New York
$328K – – –
RPWA
1316
Regent Peak Wealth Advisors
Georgia
$328K +$4.73K +43 +1%
MP
1317
McDonald Partners
Ohio
$328K +$337K +3,062 New
C
1318
CEDRUS
Colorado
$328K +$68.2K +620 +25%
NAS
1319
Nicolet Advisory Services
Wisconsin
$327K -$990 -9 -0.3%
MCM
1320
McRae Capital Management
New Jersey
$326K -$33K -300 -9%
WAM
1321
Weatherly Asset Management
California
$326K -$32.9K -299 -9%
AFG
1322
Allegheny Financial Group
Pennsylvania
$325K -$5.5K -50 -2%
SAM
1323
Summit Asset Management
Tennessee
$324K -$5.72K -52 -2%
OSNBOA
1324
Old Second National Bank of Aurora
Illinois
$324K – – –
BSSFA
1325
Baron Silver Stevens Financial Advisors
Florida
$324K +$78.6K +715 +31%
51 52
53
54 55