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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1176
Archer Investment Corporation
Indiana
$887K +$1.26K +10 +0.1%
HCM
1177
Howard Capital Management
Georgia
$883K +$388K +3,077 +79%
PEA
1178
Park Edge Advisors
Ohio
$882K +$468K +3,710 +114%
LCM
1179
LVM Capital Management
Michigan
$879K – – –
KA
1180
KLCM Advisors
Wisconsin
$877K – – –
3IP
1181
3Chopt Investment Partners
Virginia
$875K +$63.2K +501 +8%
XPN
1182
XY Planning Network
Montana
$874K +$50.1K +397 +6%
RC
1183
Roundview Capital
New Jersey
$874K +$149K +1,182 +21%
MFC
1184
Mechanics Financial Corp
Ohio
$873K +$36.6K +290 +4%
CS
1185
Capital Square
Tennessee
$871K +$4.54K +36 +0.5%
MCM
1186
Manchester Capital Management
Vermont
$869K -$505 -4 -0.1%
CWMP
1187
Clarion Wealth Managment Partners
Virginia
$869K -$9.34K -74 -1%
BW
1188
BIP Wealth
Georgia
$868K +$45.2K +358 +6%
FLPIM
1189
F.L. Putnam Investment Management
Massachusetts
$868K -$3.41K -27 -0.4%
GHA
1190
GW Henssler & Associates
Georgia
$865K -$2.77K -22 -0.3%
FFG
1191
Fortem Financial Group
California
$864K +$146K +1,159 +20%
IAIM
1192
International Assets Investment Management
Florida
$864K -$148K -1,174 -15%
MG
1193
Marex Group
$860K +$857K +6,796 New
CS
1194
Crescent Sterling
Louisiana
$857K +$76.7K +608 +10%
CCMR
1195
Core Capital Management & Research
Texas
$857K +$901K +7,146 New
MA
1196
MCF Advisors
Kentucky
$856K +$57.5K +456 +7%
MC
1197
Miramontes Capital
California
$855K -$15.6K -124 -2%
SC
1198
Steph & Co
Wisconsin
$854K +$106K +842 +14%
ATC
1199
Adirondack Trust Company
New York
$851K +$244K +1,934 +40%
CC
1200
Corsicana & Co
Texas
$848K +$88.7K +703 +12%
46 47
48
49 50