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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PCAP
1051
Pratt Collard Advisory Partners
New York
$245K – – –
WKWM
1052
Walter & Keenan Wealth Management
Indiana
$245K – – –
H
1053
HoyleCohen
California
$245K +$7.6K +94 +3%
AA
1054
Apriem Advisors
California
$244K +$4.04K +50 +2%
SC
1055
Saturna Capital
Washington
$243K – – –
IDBONY
1056
Israel Discount Bank of New York
New York
$243K +$3.64K +45 +2%
TCOO
1057
Trust Company of Oklahoma
Oklahoma
$242K – – –
HC
1058
Hourglass Capital
Texas
$242K – – –
JWBC
1059
J.W. Burns & Co
New York
$242K +$14.2K +175 +6%
RWP
1060
RWA Wealth Partners
Massachusetts
$242K +$47.8K +591 +24%
CWS
1061
Cypress Wealth Services
California
$241K +$5.82K +72 +2%
JIP
1062
Jaffetilchin Investment Partners
Florida
$238K +$2.43K +30 +1%
LRPA
1063
L. Roy Papp & Associates
Arizona
$237K – – –
BMC
1064
Beaton Management Company
Massachusetts
$237K +$162 +2 +0.1%
BIM
1065
Baldwin Investment Management
Pennsylvania
$236K -$8.09K -100 -3%
MLFP
1066
MPS Loria Financial Planners
Illinois
$236K +$239K +2,955 New
HCM
1067
Hengehold Capital Management
Ohio
$235K +$1.05K +13 +0.4%
ST
1068
Spinnaker Trust
Maine
$235K +$238K +2,939 New
NSAM
1069
North Star Asset Management
Wisconsin
$232K -$80.9K -1,000 -26%
EWM
1070
Endurance Wealth Management
Rhode Island
$232K – – –
CA
1071
CapWealth Advisors
Tennessee
$230K – – –
FA
1072
FCG Advisors
New Jersey
$230K +$232K +2,869 New
RMCM
1073
Reynders McVeigh Capital Management
Massachusetts
$229K -$5.34K -66 -2%
IIC
1074
Integrated Investment Consultants
Michigan
$229K – – –
MCM
1075
McRae Capital Management
New Jersey
$229K – – –