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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
826
Clifford Swan Investment Counsel
California
$844K – – –
HCM
827
Hodges Capital Management
Texas
$844K +$54.4K +525 +6%
GT
828
Glenview Trust
Kentucky
$843K +$25.9K +250 +3%
BC
829
Barnett & Company
Tennessee
$842K +$14.1K +136 +2%
DTL
830
Dynamic Technology Lab
Singapore
$840K -$4.23M -40,872 -83%
RIA
831
Realta Investment Advisors
Delaware
$840K +$15.6K +151 +2%
ACM
832
Ategra Capital Management
Virginia
$839K -$43.2K -417 -5%
WFI
833
West Family Investments
California
$838K +$417K +4,031 +88%
IF
834
Intrua Financial
Texas
$837K +$272K +2,624 +48%
BFO
835
Biltmore Family Office
North Carolina
$835K +$311 +3 +0%
TCA
836
Transcend Capital Advisors
New Jersey
$835K +$271K +2,615 +48%
WT
837
Whittier Trust
California
$829K +$3.83K +37 +0.4%
DP
838
Dearborn Partners
Illinois
$823K -$6.83K -66 -0.8%
9WM
839
9258 Wealth Management
Ohio
$819K -$23K -222 -3%
GC
840
Grimes & Company
Massachusetts
$815K +$3.62K +35 +0.4%
SCM
841
Shelton Capital Management
Colorado
$813K -$968K -9,350 -53%
BCM
842
BTR Capital Management
California
$812K – – –
JGUA
843
John G. Ullman & Associates
New York
$812K – – –
BOPW
844
Brandywine Oak Private Wealth
Pennsylvania
$809K +$311 +3 +0%
MGAM
845
McGowan Group Asset Management
Texas
$808K +$207 +2 +0%
ARMC
846
American Research & Management Company
Massachusetts
$805K -$31.1K -300 -4%
WGA
847
Weather Gauge Advisory
Virginia
$803K +$725 +7 +0.1%
VVP
848
Venture Visionary Partners
Ohio
$801K +$196K +1,891 +30%
OIA
849
Optimum Investment Advisors
Illinois
$796K -$254K -2,453 -23%
MW
850
Marcum Wealth
Ohio
$796K -$177K -1,713 -17%
32 33
34
35 36