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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1176
Destination Wealth Management
California
$460K +$6.49K +59 +1%
CAM
1177
Cypress Asset Management
Texas
$458K – – –
QCM
1178
Quantinno Capital Management
New York
$458K +$470K +4,275 New
LMKC
1179
L.M. Kohn & Company
Ohio
$456K +$3.63K +33 +0.8%
SWA
1180
Sutton Wealth Advisors
Florida
$454K +$44K +400 +10%
CCM
1181
Canal Capital Management
Virginia
$454K +$255K +2,318 +121%
QCIG
1182
Quad-Cities Investment Group
Iowa
$450K – – –
TAIM
1183
TD Ameritrade Investment Management
Nebraska
$447K -$138K -1,259 -23%
OCG
1184
Opus Capital Group
Ohio
$447K – – –
LFA
1185
Legacy Financial Advisors
Kentucky
$447K +$20.9K +190 +5%
WLIM
1186
White Lighthouse Investment Management
Massachusetts
$446K – – –
BFA
1187
Buttonwood Financial Advisors
Maryland
$445K +$247K +2,250 +118%
JF
1188
Joule Financial
Kentucky
$445K +$457K +4,153 New
PWMG
1189
Pinnacle Wealth Management Group
Michigan
$444K -$11K -100 -2%
CIS
1190
Connors Investor Services
Pennsylvania
$444K – – –
WIC
1191
Wilkins Investment Counsel
Massachusetts
$442K – – –
MCM
1192
Marathon Capital Management
Maryland
$441K +$452K +4,113 New
PFO
1193
Pathstone Family Office
New Jersey
$441K +$219K +1,988 +94%
FMB
1194
Field & Main Bank
Kentucky
$440K +$15.9K +145 +4%
BWM
1195
BCS Wealth Management
Tennessee
$440K +$451K +4,101 New
RMDI
1196
R.M. Davis Inc
Maine
$439K -$24.2K -220 -5%
GWAG
1197
Garrett Wealth Advisory Group
Texas
$439K +$4.4K +40 +1%
KS
1198
Karpas Strategies
Connecticut
$438K +$990 +9 +0.2%
AHC
1199
Adell Harriman & Carpenter
Texas
$435K -$4.51K -41 -1%
HIA
1200
Harbor Investment Advisory
Maryland
$435K – – –
46 47
48
49 50