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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAP
1126
Milestone Advisory Partners
North Carolina
$315K – – –
W
1127
WealthOne
New York
$315K +$455 +5 +0.2%
BSB
1128
Bangor Savings Bank
Maine
$315K +$6.83K +75 +2%
PWLP
1129
Prio Wealth Limited Partnership
Massachusetts
$315K +$60.5K +665 +25%
MWM
1130
Meridian Wealth Management
Kentucky
$314K -$4.91K -54 -2%
IDBONY
1131
Israel Discount Bank of New York
New York
$314K +$3.64K +40 +1%
RCM
1132
RB Capital Management
Nevada
$314K +$56.3K +619 +24%
CT
1133
Cambridge Trust
Massachusetts
$312K -$55K -604 -16%
LF
1134
Lantz Financial
Illinois
$312K +$7.92K +87 +3%
EIA
1135
Edgemoor Investment Advisors
Maryland
$311K – – –
GWAG
1136
Garrett Wealth Advisory Group
Texas
$309K -$18.7K -205 -6%
BWCS
1137
Beirne Wealth Consulting Services
Connecticut
$308K +$546 +6 +0.2%
B
1138
Bridgeworth
Alabama
$307K -$92.3K -1,014 -24%
AA
1139
Apriem Advisors
California
$307K – – –
BONST
1140
Bank of Nova Scotia Trust
Ontario, Canada
$307K +$273 +3 +0.1%
HIS
1141
Harvest Investment Services
Illinois
$305K +$289K +3,173 New
EMG
1142
ETF Managers Group
New Jersey
$303K -$309K -3,395 -52%
PAI
1143
Pittenger & Anderson Inc
Nebraska
$303K – – –
ACM
1144
Advisors Capital Management
New Jersey
$303K +$20.4K +224 +8%
LCM
1145
Laurion Capital Management
New York
$303K +$288K +3,162 New
MIC
1146
Meridian Investment Counsel
California
$301K – – –
BMC
1147
Beaton Management Company
Massachusetts
$301K +$16.5K +181 +6%
CFA
1148
Capstone Financial Advisors
Illinois
$300K +$14.7K +162 +5%
PIA
1149
Pinion Investment Advisors
Kansas
$299K -$2.73K -30 -1%
AFP
1150
Ausdal Financial Partners
Iowa
$299K +$2K +22 +0.7%
44 45
46
47 48