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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1201
Matthew Hamilton Rosenberg
$434K +$12.2K +111 +3%
LB
1202
Leo Brokerage
Texas
$433K -$210K -1,914 -32%
HAIM
1203
Hunter Associates Investment Management
Pennsylvania
$431K +$139K +1,264 +46%
SSG
1204
Summit Securities Group
New York
$430K +$340K +3,094 +338%
GIP
1205
Greatmark Investment Partners
Georgia
$428K -$22K -200 -5%
RWP
1206
Revolve Wealth Partners
New Jersey
$428K +$2.2K +20 +0.5%
AWM
1207
Accel Wealth Management
Iowa
$428K +$3.41K +31 +0.8%
LBC
1208
Lowe Brockenbrough & Co
Virginia
$427K +$11K +100 +3%
AFAS
1209
Acorn Financial Advisory Services
Virginia
$427K +$35.5K +323 +9%
SWIG
1210
Strategic Wealth Investment Group
Kentucky
$427K +$52.3K +476 +14%
AIP
1211
Almanack Investment Partners
Pennsylvania
$426K – – –
MYIA
1212
Mount Yale Investment Advisors
Colorado
$426K +$16.3K +148 +4%
PWM
1213
PBMares Wealth Management
Virginia
$426K +$53.7K +488 +14%
CAM
1214
Cozad Asset Management
Illinois
$426K +$132K +1,204 +43%
ORC
1215
O'Rourke & Company
Massachusetts
$425K -$36.2K -329 -8%
DJSG
1216
D.J. St. Germain
Massachusetts
$422K +$30.5K +277 +8%
CPSC
1217
Carl P. Sherr & Co
Massachusetts
$420K -$19.6K -178 -4%
MA
1218
MKT Advisors
California
$418K -$56.2K -511 -12%
BCMLT
1219
Beacon Capital Management LLC (Tennessee)
Tennessee
$418K – – –
FCFC
1220
First Citizens Financial Corp
Iowa
$418K – – –
SIC
1221
Sterling Investment Counsel
New York
$418K +$88K +800 +26%
RMCM
1222
Reynders McVeigh Capital Management
Massachusetts
$417K -$7.92K -72 -2%
NCM
1223
NCM Capital Management
New Jersey
$416K +$330 +3 +0.1%
CG
1224
CFO4Life Group
Texas
$415K -$5.5K -50 -1%
PK
1225
Pflug Koory
Nebraska
$415K – – –
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