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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1151
Colony Group
Massachusetts
$230K +$227K +2,663 New
LA
1152
LVW Advisors
New York
$228K -$470K -5,518 -68%
NSG
1153
Nalls Sherbakoff Group
Tennessee
$228K +$225K +2,640 New
PIP
1154
Peachtree Investment Partners
Florida
$228K +$225K +2,645 New
RWP
1155
RWA Wealth Partners
Massachusetts
$226K -$33.8K -397 -13%
PWLP
1156
Prio Wealth Limited Partnership
Massachusetts
$226K -$596 -7 -0.3%
KWMG
1157
King Wealth Management Group
Florida
$226K – – –
GVAG
1158
Great Valley Advisor Group
Delaware
$226K +$223K +2,617 New
PIM
1159
Penobscot Investment Management
Massachusetts
$225K -$51.1K -600 -19%
SHCM
1160
Stokes & Hubbell Capital Management
Louisiana
$225K -$41K -482 -16%
PFBT
1161
Parkside Financial Bank & Trust
Missouri
$225K +$15.3K +180 +7%
CCC
1162
Chelsea Counsel Company
California
$223K -$51.1K -600 -19%
ERIM
1163
Eagle Ridge Investment Management
Connecticut
$221K -$13.5K -159 -6%
MFW
1164
Mosaic Family Wealth
Missouri
$220K -$51.1K -600 -19%
EIM
1165
Essex Investment Management
Massachusetts
$220K -$5.36K -63 -2%
PAS
1166
Partnervest Advisory Services
California
$218K +$215K +2,523 New
FEM
1167
Fulcrum Equity Management
Texas
$218K +$215K +2,529 New
RMDI
1168
R.M. Davis Inc
Maine
$217K -$28.3K -333 -12%
BFEC
1169
Benjamin F. Edwards & Company
Missouri
$217K +$6.89K +81 +3%
VAM
1170
Visionary Asset Management
Texas
$217K +$214K +2,520 New
SJL
1171
Shayne & Jacobs LLC
Tennessee
$216K – – –
JCM
1172
Jacobi Capital Management
Pennsylvania
$215K +$1.28K +15 +0.6%
NFG
1173
Nations Financial Group
Iowa
$214K +$211K +2,478 New
PV
1174
Private Vista
Illinois
$213K +$209K +2,460 New
CM
1175
Cornerstone Management
Georgia
$212K +$209K +2,458 New
45 46
47
48 49