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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1376
Choate Investment Advisors
Massachusetts
$509K – – –
SWA
1377
Strategies Wealth Advisors
Michigan
$509K -$22.9K -194 -4%
SAM
1378
Shell Asset Management
Netherlands
$508K +$331K +2,806 +187%
DBRC
1379
D.B. Root & Company
Pennsylvania
$507K -$32.1K -272 -6%
SS
1380
Sunbelt Securities
Texas
$506K +$48.1K +408 +10%
NAS
1381
Nicolet Advisory Services
Wisconsin
$506K +$3.78K +32 +0.8%
LCM
1382
LVM Capital Management
Michigan
$505K -$1.89K -16 -0.4%
SGK
1383
Steigerwald Gordon & Koch
Virginia
$505K -$1.3K -11 -0.3%
DJSG
1384
D.J. St. Germain
Massachusetts
$504K +$129K +1,091 +34%
DWM
1385
Destination Wealth Management
California
$501K -$87.1K -738 -15%
AFG
1386
Allegheny Financial Group
Pennsylvania
$499K +$2.01K +17 +0.4%
DLA
1387
Douglas Lane & Associates
New York
$499K -$30.6K -259 -6%
TWM
1388
Trueblood Wealth Management
Ohio
$497K +$472 +4 +0.1%
SL
1389
Salomon & Ludwin
Virginia
$497K -$32.9K -279 -6%
BOJHT
1390
Bank of Jackson Hole Trust
Wyoming
$497K +$395K +3,350 +389%
AWA
1391
Aaron Wealth Advisors
Illinois
$497K +$12K +102 +2%
MIC
1392
Meridian Investment Counsel
California
$494K +$52.5K +445 +12%
SCM
1393
Saxony Capital Management
Missouri
$494K +$708 +6 +0.1%
IPAM
1394
Investment Partners Asset Management
New Jersey
$493K – – –
BAM
1395
Blueshift Asset Management
New Jersey
$490K -$603K -5,113 -55%
AP
1396
Americana Partners
Texas
$490K -$59.1K -501 -11%
MCM
1397
McDonough Capital Management
Florida
$489K -$27K -229 -5%
KIA
1398
Knollwood Investment Advisory
Maryland
$489K – – –
AGC
1399
Aspen Grove Capital
Colorado
$488K +$25.4K +215 +5%
APWA
1400
Atlas Private Wealth Advisors
New Jersey
$483K +$98.3K +833 +26%
54 55
56
57 58