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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
1226
Peachtree Investment Partners
Florida
$236K -$4.64K -51 -2%
MFG
1227
Magnus Financial Group
New York
$236K – – –
QCM
1228
Quest Capital Management
Texas
$235K -$9.1K -100 -4%
CAM
1229
Cubic Asset Management
Massachusetts
$234K – – –
DBT
1230
Dubuque Bank & Trust
Iowa
$234K – – –
SCI
1231
S&CO Inc
Massachusetts
$234K – – –
FMWA
1232
Forvis Mazars Wealth Advisors
Missouri
$233K – – –
AS
1233
Altshuler Shaham
Israel
$233K +$126K +1,383 +133%
SBSB
1234
Sullivan, Bruyette, Speros & Blaney
Virginia
$232K -$89.3K -981 -29%
ECG
1235
Edge Capital Group
Georgia
$232K -$29.8K -328 -12%
LBC
1236
Lowe Brockenbrough & Co
Virginia
$231K +$219K +2,406 New
VA
1237
Valmark Advisers
Ohio
$231K +$219K +2,411 New
GIA
1238
Guyasuta Investment Advisors
Pennsylvania
$229K +$218K +2,393 New
MWM
1239
Mission Wealth Management
California
$228K -$82.9K -911 -28%
WTB
1240
Washington Trust Bank
Washington
$227K -$37.7K -414 -15%
MCM
1241
Manchester Capital Management
Vermont
$226K – – –
WFMPM
1242
Woodley Farra Manion Portfolio Management
Indiana
$225K -$18.2K -200 -8%
KWMG
1243
King Wealth Management Group
Florida
$225K -$13.8K -152 -6%
FWM
1244
Foresight Wealth Management
Utah
$225K – – –
ST
1245
Smithfield Trust
Pennsylvania
$225K +$7.46K +82 +4%
NPF
1246
Norris Perne & French
Michigan
$224K – – –
CCFCSB
1247
Cape Cod Five Cents Savings Bank
Massachusetts
$223K -$7.74K -85 -4%
SIG
1248
Sargent Investment Group
Maryland
$223K – – –
NP
1249
NorthRock Partners
Minnesota
$223K +$212K +2,326 New
HFA
1250
High Falls Advisors
New York
$222K – – –
48 49
50
51 52