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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMI
801
Princeton Capital Management Inc
New Jersey
$322K – – –
CFA
802
Capstone Financial Advisors
Illinois
$322K +$3.78K +50 +1%
GI
803
Gradient Investments
Minnesota
$322K +$140K +1,850 +68%
KFC
804
Klingenstein Fields & Co
New York
$320K – – –
BONST
805
Bank of Nova Scotia Trust
Ontario, Canada
$319K -$907 -12 -0.3%
CAM
806
CG Asset Management
New York
$318K – – –
DP
807
Dearborn Partners
Illinois
$316K -$274K -3,630 -45%
FIM
808
Freedom Investment Management
Connecticut
$315K -$19.6K -259 -5%
BWFM
809
Bridgewater Wealth & Financial Management
Maryland
$314K -$35.4K -468 -10%
CA
810
CapWealth Advisors
Tennessee
$313K -$459K -6,073 -58%
PL
811
Parkwood LLC
Ohio
$313K -$25.5K -337 -7%
HCA
812
Horan Capital Advisors
Ohio
$309K -$6.27K -83 -2%
CB
813
Community Bank
New York
$305K -$7.18K -95 -2%
HA
814
Halsey Associates
Connecticut
$303K – – –
NGA
815
Naples Global Advisors
Florida
$301K +$39.4K +522 +14%
WKWM
816
Walter & Keenan Wealth Management
Indiana
$300K – – –
ASN
817
Advisory Services Network
Georgia
$298K +$8.46K +112 +3%
PWLP
818
Prio Wealth Limited Partnership
Massachusetts
$297K -$4.53K -60 -1%
W
819
Wealthquest
Ohio
$296K +$1.74K +23 +0.6%
UBWV
820
United Bank (West Virginia)
West Virginia
$295K -$109K -1,444 -26%
SCM
821
Southport Capital Management
Tennessee
$294K -$302 -4 -0.1%
FC
822
Forte Capital
New York
$292K +$20.3K +268 +7%
AW
823
ACG Wealth
Georgia
$291K -$4.31K -57 -1%
CC
824
Cannell & Co
New York
$291K – – –
HCM
825
Horrell Capital Management
Arkansas
$291K – – –
31 32
33
34 35