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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
901
Monetary Management Group
Missouri
$348K – – –
ST
902
Smithfield Trust
Pennsylvania
$348K – – –
BSW
903
Buckingham Strategic Wealth
Missouri
$347K +$38.5K +503 +13%
SIC
904
Shoker Investment Counsel
Ohio
$346K +$1.76K +23 +0.5%
BMC
905
Benin Management Corp
Connecticut
$345K – – –
PWLP
906
Prio Wealth Limited Partnership
Massachusetts
$340K +$7.66K +100 +2%
OCG
907
Opus Capital Group
Ohio
$339K -$50.4K -658 -13%
FWCM
908
Ferguson Wellman Capital Management
Oregon
$339K +$20.8K +271 +7%
DP
909
Dearborn Partners
Illinois
$337K +$15.9K +207 +5%
EFSCE
910
Enterprise Financial Services Corp (EFSC)
Missouri
$337K +$26.2K +342 +9%
RCM
911
Radnor Capital Management
Pennsylvania
$337K +$333K +4,346 New
EWM
912
Endurance Wealth Management
Rhode Island
$334K – – –
HCM
913
Hall Capital Management
Rhode Island
$334K +$330K +4,313 New
CCC
914
Chelsea Counsel Company
California
$333K -$153K -2,000 -32%
HA
915
Halsey Associates
Connecticut
$333K – – –
GD
916
Grandfield & Dodd
New York
$332K – – –
RG
917
Rikoon Group
New Mexico
$332K +$326K +4,257 New
LBC
918
Lowe Brockenbrough & Co
Virginia
$329K – – –
SAM
919
SignalPoint Asset Management
Missouri
$327K -$536 -7 -0.2%
PIA
920
Peachtree Investment Advisors
Georgia
$326K +$321K +4,197 New
SCI
921
Stableford Capital II
Arizona
$326K +$322K +4,201 New
CC
922
Cannell & Co
New York
$322K – – –
ZCA
923
Zeke Capital Advisors
Pennsylvania
$320K +$316K +4,122 New
CAG
924
Crestwood Advisors Group
Massachusetts
$319K – – –
AP
925
Appleton Partners
Massachusetts
$319K +$6.13K +80 +2%
35 36
37
38 39