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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1201
CapWealth Advisors
Tennessee
$232K -$26.5K -300 -10%
CCC
1202
Chelsea Counsel Company
California
$232K – – –
BRWM
1203
B. Riley Wealth Management
Tennessee
$232K +$227K +2,578 New
KA
1204
Kovack Advisors
Florida
$230K -$38.6K -438 -15%
WFMPM
1205
Woodley Farra Manion Portfolio Management
Indiana
$230K -$23.8K -270 -10%
SWP
1206
Strategic Wealth Partners
Ohio
$230K -$12.8K -145 -5%
ERIM
1207
Eagle Ridge Investment Management
Connecticut
$230K – – –
EIM
1208
Essex Investment Management
Massachusetts
$230K – – –
FEM
1209
Fulcrum Equity Management
Texas
$230K +$2.29K +26 +1%
SC
1210
Solstein Capital
California
$230K +$225K +2,550 New
MFW
1211
Mosaic Family Wealth
Missouri
$229K – – –
RMDI
1212
R.M. Davis Inc
Maine
$229K +$2.56K +29 +1%
IFAM
1213
Institutional & Family Asset Management
Colorado
$228K -$61.4K -696 -22%
VCM
1214
Versant Capital Management
Arizona
$228K -$19K -216 -8%
PGIM
1215
Pacific Global Investment Management
California
$227K -$26.5K -300 -11%
FMB
1216
Field & Main Bank
Kentucky
$227K +$223K +2,525 New
SJL
1217
Shayne & Jacobs LLC
Tennessee
$225K – – –
CCFCSB
1218
Cape Cod Five Cents Savings Bank
Massachusetts
$225K +$220K +2,497 New
SCM
1219
Salem Capital Management
Massachusetts
$224K -$61.4K -696 -22%
JCM
1220
Jacobi Capital Management
Pennsylvania
$223K -$617 -7 -0.3%
CM
1221
Cornerstone Management
Georgia
$221K +$265 +3 +0.1%
MFG
1222
Magnus Financial Group
New York
$221K +$217K +2,461 New
DBT
1223
Dubuque Bank & Trust
Iowa
$220K +$16.8K +190 +8%
CAM
1224
Cubic Asset Management
Massachusetts
$219K – – –
SCI
1225
S&CO Inc
Massachusetts
$219K – – –
47 48
49
50 51