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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1201
Middleton & Co
Massachusetts
$232K -$4.42K -50 -2%
RWP
1202
RWA Wealth Partners
Massachusetts
$232K +$354 +4 +0.2%
FEM
1203
Fulcrum Equity Management
Texas
$232K +$2.39K +27 +1%
FMB
1204
Field & Main Bank
Kentucky
$232K +$8.84K +100 +4%
PWLP
1205
Prio Wealth Limited Partnership
Massachusetts
$231K – – –
RCM
1206
RB Capital Management
Nevada
$231K +$232K +2,621 New
CBT
1207
Capital Bank & Trust
California
$230K +$32.5K +368 +16%
NC
1208
Noked Capital
Israel
$229K -$451K -5,100 -66%
NI
1209
Noked Israel
Israel
$229K -$451K -5,100 -66%
GEA
1210
Glen Eagle Advisors
New Jersey
$229K +$88 +1 +0%
VCM
1211
Virtue Capital Management
Tennessee
$227K -$34.5K -390 -13%
CA
1212
CapWealth Advisors
Tennessee
$227K – – –
QCM
1213
Quest Capital Management
Texas
$226K -$24K -271 -10%
MFW
1214
Mosaic Family Wealth
Missouri
$226K +$1.86K +21 +0.8%
EIM
1215
Essex Investment Management
Massachusetts
$225K – – –
WFMPM
1216
Woodley Farra Manion Portfolio Management
Indiana
$225K – – –
DLA
1217
Douglas Lane & Associates
New York
$225K +$225K +2,548 New
IFAM
1218
Institutional & Family Asset Management
Colorado
$223K – – –
AHB
1219
Abner Herrman & Brock
New Jersey
$222K +$15.7K +178 +8%
JIC
1220
Joel Isaacson & Co
New York
$221K -$59.4K -672 -21%
PIP
1221
Peachtree Investment Partners
Florida
$221K -$13.3K -151 -6%
KWMG
1222
King Wealth Management Group
Florida
$221K -$10.1K -114 -4%
SJL
1223
Shayne & Jacobs LLC
Tennessee
$221K – – –
SCM
1224
Salem Capital Management
Massachusetts
$220K – – –
EHC
1225
Everett Harris & Co
California
$220K +$13.4K +152 +7%
47 48
49
50 51