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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1701
Cozad Asset Management
Illinois
$295K +$26.6K +233 +11%
LFG
1702
Lockerman Financial Group
California
$295K +$2.51K +22 +0.9%
CPRC
1703
Consolidated Portfolio Review Corp
New York
$295K +$114 +1 +0%
YLHM
1704
Yelin Lapidot Holdings Management
Israel
$295K -$83.7K -734 -23%
HCA
1705
Horan Capital Advisors
Ohio
$294K +$35.3K +310 +15%
PWM
1706
Partners Wealth Management
California
$294K -$15.2K -133 -5%
KOC
1707
Koss-Olinger Consulting
Florida
$294K +$275K +2,413 New
DE
1708
Diversified Enterprises
Delaware
$294K +$275K +2,410 New
KCM
1709
Kathmere Capital Management
Pennsylvania
$294K +$275K +2,410 New
KBFS
1710
Kohmann Bosshard Financial Services
Ohio
$293K -$11.4K -100 -4%
TAM
1711
Tucker Asset Management
Colorado
$293K -$17.9K -157 -6%
CRI
1712
Colonial River Investments
Virginia
$293K -$9.46K -83 -3%
HWM
1713
Howard Wealth Management
Connecticut
$293K +$798 +7 +0.3%
RAM
1714
Revere Asset Management
Texas
$293K -$101K -890 -27%
AA
1715
Apriem Advisors
California
$293K – – –
AFGAS
1716
Allegiance Financial Group Advisory Services
Virginia
$292K +$273K +2,397 New
JF
1717
Joule Financial
Kentucky
$292K +$5.7K +50 +2%
MEAC
1718
M.E. Allison & Co
Texas
$291K +$228 +2 +0.1%
CPC
1719
Consolidated Planning Corp
Georgia
$291K -$41.9K -368 -13%
KSB
1720
Kennebec Savings Bank
Maine
$291K -$129K -1,136 -32%
FPWM
1721
FSB Premier Wealth Management
Iowa
$291K -$33.5K -294 -11%
TFP
1722
Tilia Fiduciary Partners
North Carolina
$288K +$456 +4 +0.2%
PP
1723
Patron Partners
Texas
$287K – – –
KIA
1724
Kraematon Investment Advisors
Massachusetts
$287K -$36.6K -321 -12%
PBK
1725
Peoples Bank (Kansas)
Kansas
$287K -$47.4K -416 -15%
67 68
69
70 71