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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GLI
901
Guardian Life Insurance
New York
$214K -$4.76K -63 -2%
OWD
902
Osborn Williams & Donohoe
Ohio
$214K +$8.69K +115 +4%
CD
903
Carl Domino
Florida
$212K -$25.1K -332 -10%
EGM
904
Engineers Gate Manager
New York
$211K -$369K -4,883 -62%
PGIM
905
Pacific Global Investment Management
California
$211K – – –
CL
906
Croft-Leominster
Maryland
$211K +$76 +1 +0%
MCWS
907
McKinley Carter Wealth Services
West Virginia
$211K +$226K +2,987 New
EIM
908
Essex Investment Management
Massachusetts
$210K – – –
MMG
909
Monetary Management Group
Missouri
$209K – – –
OCM
910
Oakwood Capital Management
California
$209K – – –
NIA
911
Northstar Investment Advisors
Colorado
$208K – – –
DCLA
912
Douglas C. Lane & Associates
New York
$207K -$6.5K -86 -3%
BHBT
913
Burke & Herbert Bank & Trust
Virginia
$203K +$6.8K +90 +3%
LWCFA
914
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K -$106K -1,405 -33%
DWT
915
Dorsey & Whitney Trust
South Dakota
$201K -$1.97K -26 -0.9%
BCM
916
Brookstone Capital Management
Illinois
$200K +$831 +11 +0.4%
CHP
917
Cable Hill Partners
Oregon
$194K – – –
OSNBOA
918
Old Second National Bank of Aurora
Illinois
$187K +$15.1K +200 +8%
LWM
919
LBA Wealth Management
Florida
$186K – – –
HCM
920
Horan Capital Management
Maryland
$184K +$197K +2,610 New
MBT
921
Monroe Bank & Trust
Michigan
$183K -$1.28K -17 -0.7%
BEAM
922
Baker Ellis Asset Management
Washington
$183K – – –
WG
923
Welch Group
Alabama
$180K – – –
M
924
MOTCO
Texas
$179K +$1.51K +20 +0.8%
CFA
925
CT Financial Advisors
Pennsylvania
$174K -$907 -12 -0.5%
35 36
37
38 39