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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIS
1326
ABN AMRO Investment Solutions
$317K – – –
SEC
1327
Seven Eight Capital
New York
$317K -$795K -8,424 -70%
AIS
1328
AM Investment Strategies
Tennessee
$316K +$755 +8 +0.2%
P
1329
Pitcairn
Pennsylvania
$316K -$19.3K -204 -5%
CFS
1330
CRA Financial Services
New Jersey
$315K +$94 +1 +0%
FCFC
1331
First Citizens Financial Corp
Iowa
$315K +$331K +3,508 New
CAG
1332
Crestwood Advisors Group
Massachusetts
$315K -$16.5K -175 -5%
PIAS
1333
PCA Investment Advisory Services
Ohio
$315K +$1.13K +12 +0.3%
SIC
1334
Sterling Investment Counsel
New York
$314K +$4.25K +45 +1%
PAI
1335
Pittenger & Anderson Inc
Nebraska
$314K – – –
CIM
1336
CIM Investment Management
Pennsylvania
$314K +$661 +7 +0.2%
CCA
1337
Cravens & Co Advisors
Tennessee
$312K -$5.57K -59 -2%
CWM
1338
CarsonAllaria Wealth Management
Illinois
$310K -$283 -3 -0.1%
MGAM
1339
McGowan Group Asset Management
Texas
$308K -$67.6K -716 -17%
PP
1340
PDS Planning
Ohio
$308K +$3.3K +35 +1%
FW
1341
FirstPurpose Wealth
Utah
$307K +$108K +1,145 +50%
WP
1342
WealthSource Partners
California
$307K -$20.3K -215 -6%
CAM
1343
Cozad Asset Management
Illinois
$307K -$6.23K -66 -2%
SFG
1344
StrategIQ Financial Group
Indiana
$307K +$5.66K +60 +2%
HFS
1345
Horizon Financial Services
North Carolina
$306K +$21.8K +231 +7%
SFP
1346
Sandbox Financial Partners
Maryland
$305K -$215K -2,274 -40%
LI
1347
Lafayette Investments
Maryland
$305K – – –
ST
1348
Smithfield Trust
Pennsylvania
$304K -$224K -2,377 -41%
MHR
1349
Matthew Hamilton Rosenberg
$303K -$35.2K -373 -10%
MCM
1350
Marathon Capital Management
Maryland
$303K -$62.9K -666 -16%
52 53
54
55 56