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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
1226
Dubuque Bank & Trust
Iowa
$216K – – –
SCI
1227
S&CO Inc
Massachusetts
$215K – – –
CAM
1228
Cubic Asset Management
Massachusetts
$215K +$619 +7 +0.3%
FMWA
1229
Forvis Mazars Wealth Advisors
Missouri
$214K -$51.5K -583 -19%
CCFCSB
1230
Cape Cod Five Cents Savings Bank
Massachusetts
$214K -$7.07K -80 -3%
BL
1231
BFSG LLC
California
$211K +$9.46K +107 +5%
BAM
1232
Berkshire Asset Management
Pennsylvania
$211K +$211K +2,386 New
MCM
1233
Manchester Capital Management
Vermont
$208K – – –
FWM
1234
Foresight Wealth Management
Utah
$207K – – –
GCA
1235
Greenwood Capital Associates
South Carolina
$207K – – –
NPF
1236
Norris Perne & French
Michigan
$206K +$206K +2,332 New
SIG
1237
Sargent Investment Group
Maryland
$205K – – –
HFA
1238
High Falls Advisors
New York
$204K – – –
SWA
1239
Sutton Wealth Advisors
Florida
$204K +$884 +10 +0.4%
MFG
1240
Monte Financial Group
Connecticut
$203K -$3.18K -36 -2%
SCM
1241
Silvant Capital Management
Georgia
$203K – – –
PWP
1242
Principle Wealth Partners
Connecticut
$203K +$203K +2,300 New
AC
1243
Abbrea Capital
California
$203K +$204K +2,306 New
SCM
1244
Stellar Capital Management
Arizona
$202K – – –
PV
1245
Private Vista
Illinois
$202K +$3.8K +43 +2%
ERIM
1246
Eagle Ridge Investment Management
Connecticut
$201K -$25K -283 -11%
CSM
1247
CAMG Solamere Management
North Carolina
$200K -$89.5K -1,013 -31%
ST
1248
Smithfield Trust
Pennsylvania
$200K +$48K +543 +32%
AAP
1249
Arax Advisory Partners
Colorado
$187K +$187K +2,116 New
GLI
1250
Guardian Life Insurance
New York
$185K – – –
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