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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1051
Apriem Advisors
California
$244K +$4.04K +50 +2%
SC
1052
Saturna Capital
Washington
$243K – – –
IDBONY
1053
Israel Discount Bank of New York
New York
$243K +$3.64K +45 +2%
TCOO
1054
Trust Company of Oklahoma
Oklahoma
$242K – – –
HC
1055
Hourglass Capital
Texas
$242K – – –
JWBC
1056
J.W. Burns & Co
New York
$242K +$14.2K +175 +6%
RWP
1057
RWA Wealth Partners
Massachusetts
$242K +$47.8K +591 +24%
CWS
1058
Cypress Wealth Services
California
$241K +$5.82K +72 +2%
JIP
1059
Jaffetilchin Investment Partners
Florida
$238K +$2.43K +30 +1%
LRPA
1060
L. Roy Papp & Associates
Arizona
$237K – – –
BMC
1061
Beaton Management Company
Massachusetts
$237K +$162 +2 +0.1%
BIM
1062
Baldwin Investment Management
Pennsylvania
$236K -$8.09K -100 -3%
MLFP
1063
MPS Loria Financial Planners
Illinois
$236K +$239K +2,955 New
HCM
1064
Hengehold Capital Management
Ohio
$235K +$1.05K +13 +0.4%
ST
1065
Spinnaker Trust
Maine
$235K +$238K +2,939 New
NSAM
1066
North Star Asset Management
Wisconsin
$232K -$80.9K -1,000 -26%
EWM
1067
Endurance Wealth Management
Rhode Island
$232K – – –
CA
1068
CapWealth Advisors
Tennessee
$230K – – –
FA
1069
FCG Advisors
New Jersey
$230K +$232K +2,869 New
RMCM
1070
Reynders McVeigh Capital Management
Massachusetts
$229K -$5.34K -66 -2%
IIC
1071
Integrated Investment Consultants
Michigan
$229K – – –
MCM
1072
McRae Capital Management
New Jersey
$229K – – –
RMDI
1073
R.M. Davis Inc
Maine
$228K +$809 +10 +0.4%
AAP
1074
Arax Advisory Partners
Colorado
$226K -$11.7K -145 -5%
PGIM
1075
Pacific Global Investment Management
California
$226K +$5.66K +70 +3%
41 42
43
44 45