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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
1351
Osborne Partners Capital Management
California
$326K -$83.6K -805 -22%
IAMOG
1352
Investors Asset Management of Georgia
Georgia
$325K – – –
CWS
1353
Cypress Wealth Services
California
$325K +$60.9K +586 +25%
BIM
1354
Bridges Investment Management
Nebraska
$324K -$31.2K -300 -9%
BB
1355
Berkshire Bank
Massachusetts
$324K – – –
FEM
1356
Fulcrum Equity Management
Texas
$324K +$623 +6 +0.2%
VA
1357
Valmark Advisers
Ohio
$323K +$35K +337 +13%
BWM
1358
Birchcreek Wealth Management
Ohio
$322K – – –
SWA
1359
SFMG Wealth Advisors
Texas
$322K +$15.4K +148 +5%
LNB
1360
Ledyard National Bank
$321K -$10.4K -100 -3%
PPW
1361
Pasadena Private Wealth
California
$319K -$114K -1,096 -28%
NC
1362
NovaPoint Capital
Georgia
$319K +$17.2K +166 +6%
MCM
1363
McMillion Capital Management
North Carolina
$319K +$77.9K +750 +36%
NAG
1364
Northstar Advisory Group
New Jersey
$318K – – –
AC
1365
Abbrea Capital
California
$317K +$10.4K +100 +4%
MCA
1366
Magnolia Capital Advisors
Mississippi
$316K – – –
MCM
1367
Mainstay Capital Management
Michigan
$313K – – –
GWA
1368
GGM Wealth Advisors
Maryland
$313K +$2.08K +20 +0.7%
NFG
1369
Nations Financial Group
Iowa
$313K +$28K +270 +11%
GFP
1370
Gryphon Financial Partners
Ohio
$312K +$2.18K +21 +0.8%
RDFA
1371
Ritter Daniher Financial Advisory
Ohio
$311K +$77.6K +747 +37%
WBC
1372
West Branch Capital
Massachusetts
$310K -$16.7K -161 -5%
HAIM
1373
Hunter Associates Investment Management
Pennsylvania
$309K – – –
MWM
1374
Mission Wealth Management
California
$309K +$4.15K +40 +1%
PCP
1375
Proficio Capital Partners
Massachusetts
$309K +$43K +414 +18%
53 54
55
56 57