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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
1051
Prio Wealth Limited Partnership
Massachusetts
$222K -$85.6K -1,000 -27%
BWA
1052
BDO Wealth Advisors
Florida
$221K – – –
MIM
1053
Montgomery Investment Management
Maryland
$221K – – –
FMP
1054
Financial Management Professionals
Texas
$220K – – –
JWBC
1055
J.W. Burns & Co
New York
$220K – – –
EIM
1056
Essex Investment Management
Massachusetts
$219K – – –
VNA
1057
Valley National Advisers
Pennsylvania
$217K +$1.54K +18 +0.7%
BAM
1058
Baring Asset Management
United Kingdom
$217K +$221K +2,585 New
CCB
1059
Cutter & Co Brokerage
Missouri
$216K -$26.8K -313 -11%
JCM
1060
Jacobi Capital Management
Pennsylvania
$216K +$48.6K +568 +29%
ACM
1061
AlphaStar Capital Management
North Carolina
$216K +$220K +2,572 New
QSS
1062
Quantitative Systematic Strategies
Florida
$214K +$218K +2,547 New
KB
1063
Kimelman & Baird
New York
$213K – – –
VCM
1064
Vision Capital Management
Oregon
$212K -$85.4K -997 -28%
NWP
1065
Northstar Wealth Partners
Connecticut
$211K +$213K +2,488 New
BEAM
1066
Baker Ellis Asset Management
Washington
$210K -$428 -5 -0.2%
SJL
1067
Shayne & Jacobs LLC
Tennessee
$210K – – –
KACA
1068
Kayne Anderson Capital Advisors
California
$209K +$214K +2,500 New
FLII
1069
First Long Island Investors
New York
$208K -$5.74K -67 -3%
HCM
1070
Hengehold Capital Management
Ohio
$207K +$856 +10 +0.4%
AWM
1071
Avior Wealth Management
Nebraska
$207K +$3.68K +43 +2%
AHC
1072
Adell Harriman & Carpenter
Texas
$207K -$8.56K -100 -4%
HCM
1073
Howland Capital Management
Massachusetts
$206K – – –
CM
1074
Cornerstone Management
Georgia
$205K +$257 +3 +0.1%
SCI
1075
S&CO Inc
Massachusetts
$205K – – –
41 42
43
44 45