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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1326
YHB Investment Advisors
Connecticut
$323K +$440 +4 +0.1%
ACM
1327
Alethea Capital Management
Washington
$322K -$110K -1,000 -25%
SC
1328
Searle & Co
Connecticut
$322K +$330K +3,000 New
VA
1329
Valmark Advisers
Ohio
$321K +$11.2K +102 +4%
FA
1330
Fagan Associates
New York
$319K – – –
CC
1331
Cadinha & Co
Hawaii
$319K +$4.95K +45 +2%
HWMG
1332
Hurlow Wealth Management Group
Indiana
$319K +$23.5K +214 +8%
S
1333
Schroders
United Kingdom
$319K +$327K +2,978 New
NL
1334
NWAM LLC
Washington
$316K +$27.5K +250 +9%
CCA
1335
Cobblestone Capital Advisors
New York
$316K +$64.4K +586 +25%
NB
1336
Nicolet Bankshares
Wisconsin
$314K -$25.4K -231 -7%
VWM
1337
Valley Wealth Managers
New Jersey
$313K -$44.2K -402 -12%
FEM
1338
Fulcrum Equity Management
Texas
$313K +$2.2K +20 +0.7%
IAMOG
1339
Investors Asset Management of Georgia
Georgia
$312K – – –
WBC
1340
West Branch Capital
Massachusetts
$312K +$14K +127 +5%
CAAS
1341
Capital Asset Advisory Services
Michigan
$312K +$29.6K +269 +10%
STA
1342
Summit Trail Advisors
New York
$312K +$112K +1,014 +54%
TCMP
1343
Thrive Capital Management (Pennsylvania)
Pennsylvania
$312K +$320K +2,906 New
OPCM
1344
Osborne Partners Capital Management
California
$311K -$2.2K -20 -0.7%
BB
1345
Berkshire Bank
Massachusetts
$311K – – –
BIM
1346
Bridges Investment Management
Nebraska
$311K – – –
BWM
1347
Birchcreek Wealth Management
Ohio
$309K – – –
AC
1348
Abbrea Capital
California
$309K +$4.95K +45 +2%
RWA
1349
Redhawk Wealth Advisors
Minnesota
$309K +$16.3K +148 +5%
PCP
1350
Proficio Capital Partners
Massachusetts
$308K +$11.4K +104 +4%
52 53
54
55 56