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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
826
CG Asset Management
New York
$346K – – –
CFA
827
Capstone Financial Advisors
Illinois
$346K +$366K +4,513 New
HCA
828
Horan Capital Advisors
Ohio
$342K -$81.3K -1,002 -18%
SJIC
829
St. James Investment Company
Texas
$341K +$35.7K +440 +11%
Calamos Wealth Management
830
Calamos Wealth Management
Illinois
$340K +$359K +4,424 New
CB
831
Community Bank
New York
$339K -$30.8K -380 -8%
BONST
832
Bank of Nova Scotia Trust
Ontario, Canada
$339K -$17.1K -211 -5%
HA
833
Halsey Associates
Connecticut
$329K – – –
PWLP
834
Prio Wealth Limited Partnership
Massachusetts
$328K +$32.1K +396 +10%
Loring Wolcott & Coolidge Fiduciary Advisors
835
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$326K -$269K -3,315 -44%
WKWM
836
Walter & Keenan Wealth Management
Indiana
$326K – – –
RFA
837
Reilly Financial Advisors
California
$325K +$143K +1,765 +71%
FWM
838
Frontier Wealth Management
Missouri
$323K +$38.5K +474 +13%
FHC
839
First Heartland Consultants
Missouri
$322K -$8.28K -102 -2%
AW
840
ACG Wealth
Georgia
$321K -$86.8K -1,069 -20%
SCM
841
Southport Capital Management
Tennessee
$320K – – –
W
842
Wealthquest
Ohio
$320K +$1.7K +21 +0.5%
Advisory Services Network
843
Advisory Services Network
Georgia
$320K +$133K +1,641 +67%
CC
844
Cannell & Co
New York
$317K – – –
HCM
845
Horrell Capital Management
Arkansas
$316K – – –
LMR Partners
846
LMR Partners
United Kingdom
$316K +$335K +4,123 New
BAM
847
Brave Asset Management
New Jersey
$315K -$716K -8,824 -68%
Sequoia Financial Advisors
848
Sequoia Financial Advisors
Ohio
$315K +$333K +4,106 New
Prudential plc
849
Prudential plc
United Kingdom
$311K – – –
PIA
850
Peachtree Investment Advisors
Georgia
$310K +$2.92K +36 +0.9%