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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1426
PDS Planning
Ohio
$554K +$29K +232 +6%
RMAM
1427
Raab & Moskowitz Asset Management
New Jersey
$553K +$184K +1,471 +53%
CBB
1428
Citizens Business Bank
California
$552K -$31.3K -250 -6%
FAN
1429
Financial Advisors Network
California
$549K +$36.5K +292 +7%
MIC
1430
Meridian Investment Counsel
California
$549K – – –
IPAM
1431
Investment Partners Asset Management
New Jersey
$547K – – –
IAA
1432
Ironsides Asset Advisors
North Carolina
$547K +$305K +2,441 +141%
ABC
1433
Associated Banc-Corp
Wisconsin
$547K -$1.5K -12 -0.3%
APIM
1434
Agate Pass Investment Management
Washington
$545K -$129K -1,033 -20%
OC
1435
Oakworth Capital
Alabama
$545K +$38.3K +306 +8%
OCA
1436
OpenArc Corporate Advisory
Georgia
$544K +$84.1K +673 +19%
BCG
1437
Breakwater Capital Group
New Jersey
$543K +$33.3K +266 +7%
CMAI
1438
Capital Management Associates Inc
Minnesota
$543K -$8.5K -68 -2%
FMC
1439
First Merchants Corp
Indiana
$541K -$375 -3 -0.1%
MCM
1440
Marathon Capital Management
Maryland
$538K -$3.88K -31 -0.7%
DJSG
1441
D.J. St. Germain
Massachusetts
$538K -$18.4K -147 -3%
DLA
1442
Douglas Lane & Associates
New York
$534K -$11.9K -95 -2%
MCG
1443
McCollum Christoferson Group
New York
$534K – – –
PPC
1444
Park Place Capital
Alabama
$534K +$30.5K +244 +6%
KCM
1445
Kathmere Capital Management
Pennsylvania
$532K +$111K +886 +28%
KIA
1446
Knollwood Investment Advisory
Maryland
$531K – – –
PFA
1447
Peak Financial Advisors
Colorado
$531K +$4K +32 +0.8%
PWMG
1448
Pinnacle Wealth Management Group
Michigan
$530K – – –
AIS
1449
AM Investment Strategies
Tennessee
$530K +$48.9K +391 +11%
AFG
1450
Allegheny Financial Group
Pennsylvania
$530K +$2.25K +18 +0.4%
56 57
58
59 60