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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
776
Isthmus Partners
Wisconsin
$371K +$11.4K +151 +3%
FIM
777
Frontier Investment Management
Texas
$370K +$119K +1,571 +43%
WDA
778
Wendell David Associates
New Hampshire
$369K – – –
KC
779
Kingfisher Capital
North Carolina
$367K -$59.1K -782 -13%
EHWM
780
Eads & Heald Wealth Management
Georgia
$367K +$149K +1,970 +61%
MC
781
Middleton & Co
Massachusetts
$362K – – –
BC
782
Burney Company
Virginia
$359K -$40.7K -539 -10%
MPWT
783
MassMutual Private Wealth & Trust
Connecticut
$355K +$213K +2,820 +143%
CPIG
784
Chicago Partners Investment Group
Illinois
$355K +$30.8K +407 +9%
RWA
785
River Wealth Advisors
Pennsylvania
$353K +$2.95K +39 +0.8%
CS
786
Credential Securities
$350K +$6.8K +90 +2%
HCM
787
Hall Capital Management
Rhode Island
$350K -$77.8K -1,030 -17%
IAMOG
788
Investors Asset Management of Georgia
Georgia
$350K -$3.78K -50 -1%
GD
789
Grandfield & Dodd
New York
$350K +$20K +264 +6%
NB
790
NBT Bank
New York
$349K +$111K +1,470 +42%
OCG
791
Opus Capital Group
Ohio
$348K – – –
OC
792
Oarsman Capital
Wisconsin
$347K +$22.7K +300 +7%
SEC
793
Seven Eight Capital
New York
$346K +$370K +4,900 New
AAC
794
Asset Advisors Corp
Georgia
$345K -$24.9K -330 -6%
BDF
795
Balasa Dinverno & Foltz
$344K +$25.9K +343 +8%
GSBTD
796
Glenview State Bank Trust Department
Illinois
$337K – – –
PAIA
797
Park Avenue Institutional Advisers
New York
$337K +$361K +4,772 New
RC
798
RegentAtlantic Capital
New Jersey
$336K -$6.42K -85 -2%
KWMG
799
King Wealth Management Group
Florida
$336K – – –
BAM
800
Berkshire Asset Management
Pennsylvania
$335K – – –
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