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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1176
Vicus Capital
Pennsylvania
$279K -$8.92K -98 -3%
WI
1177
Wintrust Investments
Illinois
$279K – – –
CG
1178
Cynosure Group
Utah
$276K -$92.6K -1,018 -26%
TW
1179
Towerpoint Wealth
California
$275K – – –
WFM
1180
Wolff Financial Management
Michigan
$275K +$261K +2,865 New
HC
1181
Hourglass Capital
Texas
$274K – – –
LRPA
1182
L. Roy Papp & Associates
Arizona
$274K – – –
FM
1183
Family Management
New York
$274K +$260K +2,861 New
HIC
1184
Harvey Investment Company
Kentucky
$272K – – –
CCC
1185
Chelsea Counsel Company
California
$271K – – –
CCM
1186
Coldstream Capital Management
Washington
$271K +$17.5K +192 +7%
DT
1187
Diversified Trust
Tennessee
$270K -$14.6K -160 -5%
BP
1188
Ballentine Partners
Massachusetts
$270K +$3.19K +35 +1%
AWM
1189
Avior Wealth Management
Nebraska
$268K +$104K +1,147 +69%
PFBT
1190
Parkside Financial Bank & Trust
Missouri
$267K -$15.1K -166 -6%
EHWM
1191
Eads & Heald Wealth Management
Georgia
$267K -$7.83K -86 -3%
CFG
1192
Cooper Financial Group
California
$266K -$29.7K -326 -10%
BRA
1193
Bender Robert & Associates
California
$266K – – –
FMB
1194
Field & Main Bank
Kentucky
$266K +$13.7K +150 +6%
AL
1195
Aspiriant LLC
California
$265K -$57K -626 -18%
RMCM
1196
Reynders McVeigh Capital Management
Massachusetts
$265K – – –
HWMG
1197
Hurlow Wealth Management Group
Indiana
$263K – – –
OPTFSNA
1198
Old Point Trust & Financial Services N A
Virginia
$263K – – –
BAM
1199
Brave Asset Management
New Jersey
$262K – – –
PK
1200
Pflug Koory
Nebraska
$262K – – –
46 47
48
49 50