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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1126
Adell Harriman & Carpenter
Texas
$207K +$7.73K +100 +4%
BWA
1127
BDO Wealth Advisors
Florida
$204K – – –
MIM
1128
Montgomery Investment Management
Maryland
$204K – – –
KWMG
1129
King Wealth Management Group
Florida
$204K +$203K +2,627 New
JWBC
1130
J.W. Burns & Co
New York
$203K – – –
PWLP
1131
Prio Wealth Limited Partnership
Massachusetts
$202K -$3.09K -40 -2%
EIM
1132
Essex Investment Management
Massachusetts
$202K – – –
BRA
1133
Bender Robert & Associates
California
$201K -$12.8K -166 -6%
RMCM
1134
Reynders McVeigh Capital Management
Massachusetts
$201K -$10.2K -132 -5%
PMG
1135
ProVise Management Group
Florida
$200K – – –
SFSIG
1136
San Francisco Sentry Investment Group
California
$198K -$20.2K -261 -9%
SAM
1137
Shamrock Asset Management
Texas
$197K +$100K +1,296 +95%
MCM
1138
Manchester Capital Management
Vermont
$195K +$12.4K +160 +7%
AWM
1139
Avior Wealth Management
Nebraska
$193K -$3.32K -43 -2%
CFA
1140
Camarda Financial Advisors
Florida
$189K +$11.1K +143 +6%
JCM
1141
Jacobi Capital Management
Pennsylvania
$187K -$20.6K -266 -10%
PFBT
1142
Parkside Financial Bank & Trust
Missouri
$187K +$16K +207 +9%
JG
1143
Jefferies Group
New York
$181K -$15.3M -198,489 -99%
RPG
1144
Risk Paradigm Group
Texas
$180K +$13.6K +176 +8%
SCM
1145
Silvant Capital Management
Georgia
$178K +$178K +2,301 New
IFAM
1146
Institutional & Family Asset Management
Colorado
$177K -$124K -1,600 -41%
CF
1147
Centaurus Financial
California
$177K +$177K +2,290 New
VNA
1148
Valley National Advisers
Pennsylvania
$174K -$28.3K -366 -14%
TCM
1149
Tradewinds Capital Management
Washington
$173K -$309 -4 -0.2%
QCG
1150
Quadrant Capital Group
Ohio
$169K -$5.57K -72 -3%
44 45
46
47 48