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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
1351
Northstar Advisory Group
New Jersey
$575K -$16.4K -135 -3%
OC
1352
Oakworth Capital
Alabama
$574K -$18K -148 -3%
HVP
1353
Hudson Value Partners
Florida
$572K -$50.4K -415 -8%
FHA
1354
Flagship Harbor Advisors
Massachusetts
$572K +$134K +1,104 +31%
ECM
1355
Evergreen Capital Management
Washington
$571K +$93.7K +772 +20%
PCM
1356
Princeton Capital Management
New Jersey
$570K +$364 +3 +0.1%
WCM
1357
Washington Capital Management
Washington
$569K -$40.7K -335 -7%
NPFS
1358
Novak & Powell Financial Services
Florida
$567K +$364 +3 +0.1%
AWM
1359
Accurate Wealth Management
Florida
$564K -$6.07K -50 -1%
PA
1360
PFG Advisors
Arizona
$564K +$1.94K +16 +0.4%
GSWM
1361
Golden State Wealth Management
California
$564K -$4.98K -41 -0.9%
ORC
1362
O'Rourke & Company
Massachusetts
$563K +$1.33K +11 +0.2%
DAM
1363
Doheny Asset Management
California
$563K – – –
VF
1364
Virtu Financial
New York
$562K +$551K +4,543 New
GIP
1365
Greatmark Investment Partners
Georgia
$559K -$9.1K -75 -2%
RFA
1366
Resurgent Financial Advisors
Georgia
$558K -$71.8K -592 -12%
SAM
1367
Shell Asset Management
Netherlands
$558K +$25.2K +208 +5%
PAMG
1368
Patton Albertson Miller Group
Tennessee
$557K -$38.2K -315 -7%
AIC
1369
Argus Investors Counsel
New York
$555K -$485 -4 -0.1%
LWM
1370
Level Wealth Management
North Carolina
$554K +$243 +2 +0%
HFAS
1371
Hummer Financial Advisory Services
Illinois
$554K – – –
CBB
1372
Citizens Business Bank
California
$553K -$1.46K -12 -0.3%
BFIM
1373
Beese Fulmer Investment Management
Ohio
$550K – – –
SL
1374
Salomon & Ludwin
Virginia
$550K +$24.6K +203 +5%
GIA
1375
Gladstone Institutional Advisory
Florida
$549K -$8.74K -72 -2%
53 54
55
56 57