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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
1176
L. Roy Papp & Associates
Arizona
$252K – – –
HIC
1177
Harvey Investment Company
Kentucky
$250K -$17.7K -200 -7%
CCC
1178
Chelsea Counsel Company
California
$250K +$22.1K +250 +10%
TW
1179
Towerpoint Wealth
California
$249K – – –
FA
1180
FMA Advisory
Pennsylvania
$247K -$795 -9 -0.3%
HWMG
1181
Hurlow Wealth Management Group
Indiana
$247K – – –
JA
1182
JOYN Advisors
Georgia
$247K +$41.4K +468 +20%
WTB
1183
Washington Trust Bank
Washington
$246K -$3.54K -40 -1%
LIC
1184
Lodestar Investment Counsel
Illinois
$246K – – –
BFIM
1185
Beese Fulmer Investment Management
Ohio
$245K – – –
CWM
1186
Chesapeake Wealth Management
Virginia
$245K +$37.6K +425 +18%
BP
1187
Ballentine Partners
Massachusetts
$245K +$245K +2,777 New
RMCM
1188
Reynders McVeigh Capital Management
Massachusetts
$244K – – –
OPTFSNA
1189
Old Point Trust & Financial Services N A
Virginia
$242K – – –
ECG
1190
Edge Capital Group
Georgia
$242K +$31.3K +354 +15%
BAM
1191
Brave Asset Management
New Jersey
$241K -$63.8K -722 -21%
PK
1192
Pflug Koory
Nebraska
$241K – – –
BRA
1193
Bender Robert & Associates
California
$241K +$7.96K +90 +3%
FMP
1194
Financial Management Professionals
Texas
$240K – – –
QCM
1195
Quantinno Capital Management
New York
$239K -$62.8K -710 -21%
ITIM
1196
Indiana Trust & Investment Management
Indiana
$239K +$3.09K +35 +1%
CM
1197
Cornerstone Management
Georgia
$236K +$18.8K +213 +9%
SA
1198
Shilanski & Associates
Alaska
$235K +$236K +2,667 New
1WA
1199
180 Wealth Advisors
Washington
$234K -$328K -3,716 -58%
CCM
1200
Coldstream Capital Management
Washington
$233K -$27.4K -310 -11%