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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
901
Radnor Capital Management
Pennsylvania
$356K – – –
ACM
902
Americafirst Capital Management
California
$355K -$1.43M -17,981 -81%
CCC
903
Chelsea Counsel Company
California
$352K – – –
HA
904
Halsey Associates
Connecticut
$352K – – –
RG
905
Rikoon Group
New Mexico
$351K +$159 +2 +0%
PA
906
Parallel Advisors
California
$350K -$23.3K -293 -6%
GSBTD
907
Glenview State Bank Trust Department
Illinois
$350K -$21.1K -265 -6%
GD
908
Grandfield & Dodd
New York
$350K – – –
NSB
909
Norway Savings Bank
Maine
$348K +$26.6K +335 +9%
DWT
910
Dorsey & Whitney Trust
South Dakota
$347K +$103K +1,298 +44%
MCM
911
Marathon Capital Management
Maryland
$345K -$52.5K -661 -14%
LBC
912
Lowe Brockenbrough & Co
Virginia
$341K -$6.76K -85 -2%
BHBT
913
Burke & Herbert Bank & Trust
Virginia
$341K +$13.1K +165 +4%
AIA
914
Allegis Investment Advisors
Idaho
$339K -$87.9K -1,106 -21%
KFC
915
Klingenstein Fields & Co
New York
$338K -$67.1K -844 -17%
CFN
916
Cordasco Financial Network
Florida
$337K -$31.8K -400 -9%
MSFP
917
Mark Sheptoff Financial Planning
Connecticut
$337K +$171K +2,151 +110%
CFA
918
Capstone Financial Advisors
Illinois
$336K – – –
CA
919
CapWealth Advisors
Tennessee
$335K +$60.6K +762 +23%
ARMT
920
Amica Retiree Medical Trust
Rhode Island
$334K – – –
CG
921
CFO4Life Group
Texas
$333K +$323K +4,065 New
WEC
922
Winslow Evans & Crocker
Massachusetts
$333K – – –
OC
923
Oarsman Capital
Wisconsin
$332K +$322K +4,046 New
WI
924
Wintrust Investments
Illinois
$332K +$322K +4,053 New
CWP
925
Capital Wealth Planning
Florida
$330K – – –
35 36
37
38 39