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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
801
Chicago Capital
Illinois
$778K -$25.6K -290 -3%
LFA
802
Legacy Financial Advisors
Kentucky
$777K -$34.1K -387 -4%
BHIA
803
Birch Hill Investment Advisors
Massachusetts
$773K -$5.91K -67 -0.8%
PP
804
Prudential plc
United Kingdom
$769K – – –
ECA
805
Elevated Capital Advisors
Utah
$768K +$773K +8,772 New
BCM
806
BTR Capital Management
California
$763K -$245K -2,775 -25%
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$761K -$40.7K -462 -5%
HA
808
Hamel Associates
New Jersey
$759K -$299K -3,391 -29%
CPSAC
809
Chas P. Smith & Associates (CPS)
Florida
$759K -$4.41K -50 -0.6%
MAFM
810
Mid Atlantic Financial Management
Pennsylvania
$753K +$13.5K +153 +2%
FFS
811
Founders Financial Securities
Maryland
$750K -$7.23K -82 -1%
QT
812
Quantamental Technologies
New York
$747K +$732K +8,297 New
FHA
813
Flagship Harbor Advisors
Massachusetts
$743K +$44.3K +502 +6%
DCM
814
Donaldson Capital Management
Indiana
$740K -$9.52K -108 -1%
CWM
815
Cornerstone Wealth Management
Missouri
$739K +$52.6K +596 +17%
SRSA
816
S.R. Schill & Associates
Washington
$735K – – –
CNC
817
Citizens & Northern Corp
Pennsylvania
$735K +$5.03K +57 +0.7%
BI
818
Ballast Inc
Kentucky
$733K -$34.6K -392 -5%
CQS
819
Credential Qtrade Securities
$733K -$50.6K -574 -7%
AWCI
820
Alpine Woods Capital Investors
New York
$731K +$25K +283 +4%
GAMC
821
Garner Asset Management Corp
Texas
$730K -$23.5K -266 -3%
OC
822
Oakworth Capital
Alabama
$728K -$31.5K -357 -4%
BOTW
823
Bank of the West
California
$726K +$9.08K +103 +1%
SC
824
Scotia Capital
Ontario, Canada
$725K -$222K -2,515 -24%
PCM
825
Princeton Capital Management
New Jersey
$723K -$14.1K -160 -2%
31 32
33
34 35