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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
1201
Institutional & Family Asset Management
Colorado
$261K +$17.6K +193 +8%
B
1202
Brightworth
Georgia
$260K -$13.8K -152 -5%
ITIM
1203
Indiana Trust & Investment Management
Indiana
$260K – – –
FA
1204
Fagan Associates
New York
$259K +$246K +2,700 New
CCA
1205
Cobblestone Capital Advisors
New York
$259K +$246K +2,705 New
RWP
1206
RWA Wealth Partners
Massachusetts
$258K +$5.37K +59 +2%
CA
1207
CapWealth Advisors
Tennessee
$258K +$11K +121 +5%
1WA
1208
180 Wealth Advisors
Washington
$257K – – –
CM
1209
Cornerstone Management
Georgia
$257K +$182 +2 +0.1%
JA
1210
JOYN Advisors
Georgia
$256K -$15.6K -171 -6%
MFW
1211
Mosaic Family Wealth
Missouri
$256K +$9.55K +105 +4%
HKAM
1212
Horizon Kinetics Asset Management
New York
$255K -$45.5K -500 -16%
CBT
1213
Capital Bank & Trust
California
$255K +$4.19K +46 +2%
BL
1214
BFSG LLC
California
$254K +$24.3K +267 +11%
MC
1215
Middleton & Co
Massachusetts
$252K – – –
FEM
1216
Fulcrum Equity Management
Texas
$250K +$2.37K +26 +1%
JIC
1217
Joel Isaacson & Co
New York
$250K +$9.55K +105 +4%
RCA
1218
Ranch Capital Advisors
Florida
$249K +$237K +2,600 New
SA
1219
Shilanski & Associates
Alaska
$247K -$8.28K -91 -3%
FWCM
1220
Ferguson Wellman Capital Management
Oregon
$245K -$56.1K -616 -19%
BFEC
1221
Benjamin F. Edwards & Company
Missouri
$244K -$36.7K -403 -14%
EIM
1222
Essex Investment Management
Massachusetts
$244K – – –
SWA
1223
Sutton Wealth Advisors
Florida
$242K +$19.7K +216 +9%
SB
1224
Strategic Blueprint
Georgia
$241K -$227K -2,489 -50%
SJL
1225
Shayne & Jacobs LLC
Tennessee
$240K – – –
47 48
49
50 51