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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
1151
J.W. Burns & Co
New York
$272K – – –
EHWM
1152
Eads & Heald Wealth Management
Georgia
$272K +$4.41K +50 +2%
FMWA
1153
Forvis Mazars Wealth Advisors
Missouri
$271K -$30.4K -345 -10%
FA
1154
FCG Advisors
New Jersey
$271K +$441 +5 +0.2%
JIP
1155
Jaffetilchin Investment Partners
Florida
$269K +$9.26K +105 +4%
VCM
1156
Virtue Capital Management
Tennessee
$266K -$81.2K -921 -24%
CCM
1157
Coldstream Capital Management
Washington
$266K -$47.3K -536 -15%
BMC
1158
Beaton Management Company
Massachusetts
$266K +$88 +1 +0%
GAM
1159
Gotham Asset Management
New York
$266K +$261K +2,956 New
EWM
1160
Endurance Wealth Management
Rhode Island
$265K +$3K +34 +1%
OSNBOA
1161
Old Second National Bank of Aurora
Illinois
$263K +$10.1K +114 +4%
ST
1162
Spinnaker Trust
Maine
$262K -$529 -6 -0.2%
DW
1163
Domani Wealth
Pennsylvania
$262K +$256K +2,906 New
WI
1164
Wintrust Investments
Illinois
$262K +$256K +2,907 New
VC
1165
Vicus Capital
Pennsylvania
$260K +$88 +1 +0%
MCM
1166
McRae Capital Management
New Jersey
$258K – – –
TW
1167
Towerpoint Wealth
California
$258K +$253K +2,870 New
HC
1168
Hourglass Capital
Texas
$257K -$14.6K -166 -5%
LRPA
1169
L. Roy Papp & Associates
Arizona
$257K -$9.52K -108 -4%
MAP
1170
Milestone Advisory Partners
North Carolina
$256K +$251K +2,845 New
WTB
1171
Washington Trust Bank
Washington
$255K -$62.3K -706 -20%
MA
1172
Mutual Advisors
Nebraska
$255K +$14.3K +162 +6%
QCM
1173
Quest Capital Management
Texas
$253K +$249K +2,827 New
AIL
1174
AGF Investments LLC
Ontario, Canada
$252K -$2.82M -31,955 -92%
CFA
1175
Capstone Financial Advisors
Illinois
$252K – – –
45 46
47
48 49