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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1001
Henshaw Capital
Massachusetts
$648K -$12.2K -114 -2%
BCA
1002
Bay Colony Advisors
Massachusetts
$648K -$339K -3,157 -31%
JGUA
1003
John G. Ullman & Associates
New York
$648K – – –
PCM
1004
Parsons Capital Management
Rhode Island
$648K +$4.08K +38 +0.5%
BIA
1005
Bigelow Investment Advisors
Maine
$647K +$106K +983 +16%
AMBIA
1006
Allen Mooney & Barnes Investment Advisors
Georgia
$645K +$2.04K +19 +0.3%
IAS
1007
Investment Advisory Services
Texas
$642K -$96.3K -897 -12%
SWM
1008
Stockman Wealth Management
Montana
$642K -$6.55K -61 -0.9%
RCM
1009
RB Capital Management
Nevada
$642K +$122K +1,139 +20%
HCM
1010
Hengehold Capital Management
Ohio
$641K +$52.2K +486 +8%
WPC
1011
Wedmont Private Capital
Pennsylvania
$641K +$86.1K +802 +13%
MG
1012
Mather Group
Illinois
$639K +$32.1K +299 +5%
SFG
1013
Summit Financial Group
West Virginia
$638K +$25.1K +234 +4%
ESB
1014
Essex Savings Bank
Connecticut
$636K +$41.1K +383 +6%
NC
1015
NovaPoint Capital
Georgia
$635K +$65.9K +614 +10%
MIP
1016
Marietta Investment Partners
Wisconsin
$632K – – –
PA
1017
PFG Advisors
Arizona
$628K +$44.5K +414 +7%
EWM
1018
Endurance Wealth Management
Rhode Island
$623K +$45.6K +425 +7%
CFA
1019
Compass Financial Advisors
Indiana
$616K +$5.37K +50 +0.8%
EA
1020
Eudaimonia Advisors
Tennessee
$613K -$25.1K -234 -3%
RWA
1021
Ropes Wealth Advisors
Massachusetts
$613K +$141K +1,311 +25%
VWA
1022
V Wealth Advisors
Kansas
$609K +$13.3K +124 +2%
IAIM
1023
International Assets Investment Management
Florida
$608K +$108K +1,001 +18%
BAM
1024
Blueshift Asset Management
New Jersey
$606K +$699K +6,510 New
CA
1025
CoreCap Advisors
Michigan
$605K +$50.3K +468 +8%
39 40
41
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