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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
1351
American Money Management
California
$289K – – –
AF
1352
Advisornet Financial
Minnesota
$289K +$2.79K +26 +0.8%
LBA
1353
Letko, Brosseau & Associates
Quebec, Canada
$288K – – –
NSIM
1354
North Star Investment Management
Illinois
$288K – – –
JWBC
1355
J.W. Burns & Co
New York
$287K -$1.72K -16 -0.5%
PCP
1356
Proficio Capital Partners
Massachusetts
$287K +$17.7K +165 +6%
LIA
1357
LSP Investment Advisors
New York
$285K – – –
NAS
1358
Nicolet Advisory Services
Wisconsin
$285K +$15.1K +141 +5%
GFP
1359
Gryphon Financial Partners
Ohio
$284K +$26.7K +249 +9%
MCM
1360
McRae Capital Management
New Jersey
$283K – – –
WAM
1361
Weatherly Asset Management
California
$283K +$107 +1 +0%
DGAM
1362
Desjardins Global Asset Management
Quebec, Canada
$283K +$326K +3,037 New
AFG
1363
Allegheny Financial Group
Pennsylvania
$282K +$859 +8 +0.3%
SAM
1364
Summit Asset Management
Tennessee
$281K – – –
YIA
1365
YHB Investment Advisors
Connecticut
$281K +$537 +5 +0.2%
OSNBOA
1366
Old Second National Bank of Aurora
Illinois
$280K – – –
FA
1367
Fagan Associates
New York
$280K +$3.65K +34 +1%
ACM
1368
Alethea Capital Management
Washington
$279K – – –
SC
1369
Searle & Co
Connecticut
$279K – – –
BJL
1370
Brighton Jones LLC
Washington
$279K +$16.4K +153 +5%
CC
1371
Cadinha & Co
Hawaii
$277K – – –
HWMG
1372
Hurlow Wealth Management Group
Indiana
$277K – – –
OPCM
1373
Osborne Partners Capital Management
California
$277K +$8.81K +82 +3%
FEM
1374
Fulcrum Equity Management
Texas
$274K +$3.01K +28 +1%
PWPS
1375
Pinnacle Wealth Planning Services
Ohio
$274K +$16.3K +152 +5%
53 54
55
56 57