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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1001
Sutton Wealth Advisors
Florida
$264K +$168K +2,000 +172%
CA
1002
CapWealth Advisors
Tennessee
$259K -$82.9K -986 -24%
MLFP
1003
MPS Loria Financial Planners
Illinois
$257K +$248K +2,953 New
DE
1004
Day & Ennis
Georgia
$255K -$15K -178 -6%
KPCM
1005
Kings Point Capital Management
New York
$255K – – –
RT
1006
Rockland Trust
Massachusetts
$255K – – –
CIS
1007
Connors Investor Services
Pennsylvania
$254K -$9.75K -116 -4%
CCM
1008
Cribstone Capital Management
Maine
$254K +$2.94K +35 +1%
HC
1009
Hourglass Capital
Texas
$253K – – –
SC
1010
Saturna Capital
Washington
$253K – – –
P
1011
Pitcairn
Pennsylvania
$251K -$13.4K -160 -5%
MAM
1012
Morse Asset Management
Connecticut
$251K – – –
PGIM
1013
Pacific Global Investment Management
California
$251K – – –
DPIM
1014
Duff & Phelps Investment Management
Illinois
$249K -$41.2K -490 -14%
OWD
1015
Osborn Williams & Donohoe
Ohio
$248K -$6.64K -79 -3%
LIC
1016
Lodestar Investment Counsel
Illinois
$247K – – –
LRPA
1017
L. Roy Papp & Associates
Arizona
$244K – – –
PK
1018
Pflug Koory
Nebraska
$243K – – –
CWM
1019
Cornerstone Wealth Management
Missouri
$242K +$249K +2,960 New
CCB
1020
Cutter & Co Brokerage
Missouri
$241K -$4.88K -58 -2%
BFIM
1021
Beese Fulmer Investment Management
Ohio
$241K – – –
HWA
1022
Heritage Wealth Advisors
Virginia
$240K – – –
CBT
1023
Capital Bank & Trust
California
$239K +$240K +2,857 New
CHP
1024
Cable Hill Partners
Oregon
$238K +$11.2K +133 +5%
VCAM
1025
Van Cleef Asset Management
Ohio
$237K – – –
39 40
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