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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1101
Marathon Capital Management
Maryland
$427K – – –
P
1102
&Partners
Tennessee
$427K +$21.1K +204 +5%
BFC
1103
Blue Fin Capital
Rhode Island
$426K -$34.5K -333 -7%
TC
1104
Tatro Capital
Kentucky
$426K -$2.69K -26 -0.6%
MSFP
1105
Mark Sheptoff Financial Planning
Connecticut
$426K – – –
RBC
1106
Roble Belko & Company
Pennsylvania
$426K – – –
SMF
1107
Sterling Manor Financial
New York
$426K +$104 +1 +0%
TA
1108
Tectonic Advisors
Texas
$426K +$115K +1,107 +34%
CAM
1109
Cypress Asset Management
Texas
$425K – – –
BCA
1110
Bray Capital Advisors
Florida
$422K – – –
CA
1111
Crewe Advisors
Utah
$422K +$3.42K +33 +0.8%
NA
1112
Navellier & Associates
Nevada
$422K +$7.04K +68 +2%
NIM
1113
NuWave Investment Management
New Jersey
$422K +$448K +4,325 New
CT
1114
Cambridge Trust
Massachusetts
$421K +$7.45K +72 +2%
KS
1115
Karpas Strategies
Connecticut
$417K – – –
MFW
1116
Meristem Family Wealth
Minnesota
$416K +$22.2K +214 +5%
TIA
1117
Traphagen Investment Advisors
New Jersey
$415K +$932 +9 +0.3%
CA
1118
CGN Advisors
Kansas
$413K +$12K +116 +3%
OCG
1119
Opus Capital Group
Ohio
$412K – – –
GIA
1120
Gladstone Institutional Advisory
Florida
$411K +$47K +454 +12%
TC
1121
Toews Corporation
New Jersey
$410K +$435K +4,200 New
HIA
1122
Harbor Investment Advisory
Maryland
$408K – – –
LF
1123
Lantz Financial
Illinois
$408K +$11K +106 +3%
CAL
1124
Capital Analysts LLC
Pennsylvania
$408K +$17K +164 +4%
TCM
1125
Teza Capital Management
Illinois
$407K -$3.81M -36,791 -90%
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