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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1401
Ferguson Wellman Capital Management
Oregon
$594K +$107K +849 +22%
SWM
1402
SeaCrest Wealth Management
New York
$594K -$34.1K -270 -5%
DA
1403
Denali Advisors
California
$593K +$6.18K +49 +1%
LAM
1404
L2 Asset Management
Massachusetts
$592K +$757 +6 +0.1%
UF
1405
Univest Financial
Pennsylvania
$592K +$262K +2,074 +80%
MSA
1406
Marathon Strategic Advisors
Pennsylvania
$591K – – –
OCM
1407
One Capital Management
California
$590K – – –
BIM
1408
Bridges Investment Management
Nebraska
$590K -$20.9K -166 -3%
CPSAC
1409
Chas P. Smith & Associates (CPS)
Florida
$585K -$11.9K -94 -2%
PCM
1410
Princeton Capital Management
New Jersey
$585K +$126 +1 +0%
FIM
1411
Fruth Investment Management
Texas
$584K -$17.7K -140 -3%
CAL
1412
Capital Analysts LLC
Pennsylvania
$584K +$378 +3 +0.1%
AIM
1413
Aigen Investment Management
New York
$584K +$582K +4,612 New
NAG
1414
Northstar Advisory Group
New Jersey
$583K +$9.96K +79 +2%
CW
1415
Code Waechter
Florida
$582K +$1.51K +12 +0.3%
LWM
1416
Level Wealth Management
North Carolina
$582K -$22.2K -176 -4%
WCM
1417
Washington Capital Management
Washington
$582K – – –
IF
1418
Intrua Financial
Texas
$581K -$25.5K -202 -4%
NPFS
1419
Novak & Powell Financial Services
Florida
$580K -$1.01K -8 -0.2%
ORC
1420
O'Rourke & Company
Massachusetts
$580K +$883 +7 +0.2%
TF
1421
Thayer Financial
North Carolina
$580K -$2.52K -20 -0.4%
RAM
1422
Readystate Asset Management
Illinois
$579K +$577K +4,572 New
BCMLT
1423
Beacon Capital Management LLC (Tennessee)
Tennessee
$577K +$34.3K +272 +6%
DAM
1424
Doheny Asset Management
California
$576K – – –
BCG
1425
BayBridge Capital Group
California
$574K +$225K +1,785 +65%
55 56
57
58 59