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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
976
Amica Retiree Medical Trust
Rhode Island
$342K – – –
GI
977
Gradient Investments
Minnesota
$340K -$16.5K -189 -4%
CCFCSB
978
Cape Cod Five Cents Savings Bank
Massachusetts
$337K -$17.5K -200 -5%
NSAM
979
North Star Asset Management
Wisconsin
$337K +$62.3K +713 +22%
BAM
980
Brave Asset Management
New Jersey
$336K -$1.57M -17,985 -82%
BHB
981
Bank Hapoalim BM
Israel
$336K -$50.7K -580 -13%
MAM
982
Morse Asset Management
Connecticut
$336K – – –
CIC
983
Chilton Investment Company
Connecticut
$336K +$349K +4,000 New
GD
984
Grandfield & Dodd
New York
$335K – – –
CRWM
985
Castle Rock Wealth Management
California
$334K +$347K +3,971 New
RWA
986
Ropes Wealth Advisors
Massachusetts
$332K +$17.5K +200 +5%
HL
987
HeadInvest LLC
Maine
$331K -$21.2K -243 -6%
CCG
988
Cypress Capital Group
Florida
$331K – – –
KSA
989
Ken Stern & Associates
California
$331K +$87 +1 +0%
HCA
990
Horan Capital Advisors
Ohio
$331K +$37.8K +433 +12%
BAM
991
Belpointe Asset Management
Nevada
$331K +$49K +561 +17%
CA
992
Crewe Advisors
Utah
$331K +$343K +3,930 New
OCG
993
Opus Capital Group
Ohio
$329K -$40.1K -459 -11%
RG
994
Rikoon Group
New Mexico
$329K +$175 +2 +0.1%
HKIM
995
Hayek Kallen Investment Management
Alabama
$329K +$1.57K +18 +0.5%
IFAM
996
Institutional & Family Asset Management
Colorado
$326K – – –
SFI
997
SPC Financial Inc
Maryland
$326K +$14.8K +170 +5%
KFC
998
Klingenstein Fields & Co
New York
$323K – – –
OC
999
Oarsman Capital
Wisconsin
$322K -$13.1K -150 -4%
MWM
1000
Marietta Wealth Management
Georgia
$322K -$5.5K -63 -2%
38 39
40
41 42