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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1301
Symmetry Partners
Connecticut
$414K -$65.5K -655 -14%
AC
1302
ASB Consultores
Florida
$413K -$36.8K -368 -8%
JIC
1303
Joel Isaacson & Co
New York
$413K +$18.9K +189 +5%
NRC
1304
New Republic Capital
North Carolina
$411K +$63.2K +632 +18%
ZIM
1305
Zacks Investment Management
Illinois
$411K +$158K +1,575 +62%
BHPW
1306
Beverly Hills Private Wealth
California
$409K -$49.6K -496 -11%
AIA
1307
Arbor Investment Advisors
North Carolina
$406K -$677K -6,772 -63%
MSA
1308
Marathon Strategic Advisors
Pennsylvania
$406K +$405K +4,050 New
WP
1309
Westmount Partners
California
$406K +$4.9K +49 +1%
KWAG
1310
Kiely Wealth Advisory Group
North Carolina
$405K +$800 +8 +0.2%
BFC
1311
Bedel Financial Consulting
Indiana
$405K +$11.3K +113 +3%
NCM
1312
NCM Capital Management
New Jersey
$404K – – –
FHA
1313
Flagship Harbor Advisors
Massachusetts
$403K +$1.5K +15 +0.4%
MAM
1314
Marotta Asset Management
Virginia
$403K +$406K +4,058 New
SC
1315
Searle & Co
Connecticut
$403K +$110K +1,101 +38%
FEM
1316
Fulcrum Equity Management
Texas
$401K +$42.1K +421 +12%
WPI
1317
Walter Public Investments
Canada
$401K – – –
RMDI
1318
R.M. Davis Inc
Maine
$399K -$7.8K -78 -2%
CFA
1319
CWS Financial Advisors
Michigan
$399K +$100 +1 +0%
CAAS
1320
Capital Asset Advisory Services
Michigan
$399K -$28.9K -289 -7%
LCM
1321
LVM Capital Management
Michigan
$396K – – –
OCG
1322
Opus Capital Group
Ohio
$396K – – –
OS
1323
Objectivity Squared
South Carolina
$395K +$200 +2 +0.1%
CWS
1324
Cypress Wealth Services
California
$395K +$2.9K +29 +0.7%
HS
1325
Horan Securities
United States
$393K -$8.2K -82 -2%
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