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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1401
Waldron Private Wealth
Pennsylvania
$308K -$25.2K -277 -8%
CBFP
1402
Cedar Brook Financial Partners
Ohio
$308K +$1K +11 +0.3%
FAG
1403
Fortitude Advisory Group
Washington
$308K +$22.9K +252 +9%
H
1404
HoyleCohen
California
$308K +$91 +1 +0%
FLPIM
1405
F.L. Putnam Investment Management
Massachusetts
$308K -$117K -1,289 -29%
GI
1406
GAMMA Investing
California
$307K +$292K +3,206 New
EB
1407
Exchange Bank
California
$307K – – –
WIM
1408
WealthPlan Investment Management
Nebraska
$306K -$30.3K -333 -10%
TIMH
1409
Tilt Investment Management Holdings
New York
$306K -$87.2K -959 -23%
CW
1410
Channel Wealth
California
$305K +$286K +3,147 New
MIC
1411
Meridian Investment Counsel
California
$305K – – –
ST
1412
Smithfield Trust
Pennsylvania
$304K -$24.5K -269 -8%
SCA
1413
Stokes Capital Advisors
South Carolina
$304K +$455 +5 +0.2%
SAM
1414
Summit Asset Management
Tennessee
$303K +$30.2K +332 +12%
SIA
1415
Strategic Investment Advisors
Michigan
$302K -$27.2K -299 -9%
WMA
1416
West Michigan Advisors
Michigan
$301K +$19.1K +210 +7%
DA
1417
Detalus Advisors
Missouri
$301K -$38.5K -423 -12%
LBA
1418
Letko, Brosseau & Associates
Quebec, Canada
$301K – – –
ASC
1419
Atalanta Sosnoff Capital
New York
$301K -$19.2K -211 -6%
NSIM
1420
North Star Investment Management
Illinois
$300K -$26.3K -289 -9%
MBT
1421
Montecito Bank & Trust
California
$300K +$13.6K +150 +5%
ZIM
1422
Zacks Investment Management
Illinois
$300K +$281K +3,093 New
CFS
1423
CRA Financial Services
New Jersey
$300K -$38.4K -422 -12%
BCMLT
1424
Beacon Capital Management LLC (Tennessee)
Tennessee
$299K -$13.6K -150 -4%
JWBC
1425
J.W. Burns & Co
New York
$299K – – –
55 56
57
58 59