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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FNB
876
First Niagara Bank
New York
$370K -$1.36K -17 -0.4%
IP
877
Isthmus Partners
Wisconsin
$370K – – –
PWLP
878
Prio Wealth Limited Partnership
Massachusetts
$370K – – –
BAM
879
Brave Asset Management
New Jersey
$370K +$16.1K +202 +5%
EWM
880
Endurance Wealth Management
Rhode Island
$369K -$6.63K -83 -2%
MCM
881
MV Capital Management
Maryland
$369K +$13.7K +171 +4%
HA
882
Halsey Associates
Connecticut
$368K – – –
CS
883
Comerica Securities
Michigan
$367K +$138K +1,728 +68%
BONST
884
Bank of Nova Scotia Trust
Ontario, Canada
$366K – – –
DPIM
885
Duff & Phelps Investment Management
Illinois
$365K +$340K +4,260 New
LWCFA
886
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$360K +$181K +2,266 +117%
WTB
887
Washington Trust Bank
Washington
$355K +$49.7K +622 +18%
DP
888
Dearborn Partners
Illinois
$354K +$16K +200 +5%
FIM
889
Frontier Investment Management
Texas
$353K -$58.2K -728 -14%
CAG
890
Crestwood Advisors Group
Massachusetts
$353K +$329K +4,116 New
CFA
891
Capstone Financial Advisors
Illinois
$352K – – –
IAM
892
Impax Asset Management
New Hampshire
$352K +$24K +300 +8%
FWCM
893
Ferguson Wellman Capital Management
Oregon
$351K -$27.9K -349 -8%
CC
894
Cannell & Co
New York
$347K – – –
PBO
895
Peoples Bank (Ohio)
Ohio
$345K – – –
CWP
896
Capital Wealth Planning
Florida
$344K – – –
EFSCE
897
Enterprise Financial Services Corp (EFSC)
Missouri
$343K – – –
S
898
SignatureFD
Georgia
$342K +$32.4K +406 +11%
BSW
899
Buckingham Strategic Wealth
Missouri
$341K +$23K +288 +8%
BHBT
900
Burke & Herbert Bank & Trust
Virginia
$340K +$25.7K +321 +9%
34 35
36
37 38