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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1226
McRae Capital Management
New Jersey
$284K – – –
FA
1227
FMA Advisory
Pennsylvania
$284K +$917 +10 +0.3%
YIA
1228
YHB Investment Advisors
Connecticut
$283K -$82.1K -896 -22%
NB
1229
Nicolet Bankshares
Wisconsin
$283K +$124K +1,358 +78%
WMA
1230
Wealth Management Associates
New Jersey
$282K – – –
EWM
1231
Empirical Wealth Management
Washington
$282K +$283K +3,089 New
GIA
1232
Guyasuta Investment Advisors
Pennsylvania
$281K +$62.8K +685 +29%
OSNBOA
1233
Old Second National Bank of Aurora
Illinois
$275K – – –
AS
1234
Altshuler Shaham
Israel
$275K +$53.6K +585 +24%
MCM
1235
Mainstay Capital Management
Michigan
$274K – – –
MAM
1236
Morse Asset Management
Connecticut
$274K – – –
AMCA
1237
Arthur M. Cohen & Associates
Illinois
$273K – – –
PCAP
1238
Pratt Collard Advisory Partners
New York
$271K -$6.05K -66 -2%
BWA
1239
BDO Wealth Advisors
Florida
$271K – – –
MPI
1240
Mairs & Power Inc
Minnesota
$271K +$273K +2,974 New
H
1241
HoyleCohen
California
$270K -$9.17K -100 -3%
SWM
1242
Sugarloaf Wealth Management
Georgia
$270K +$271K +2,959 New
BA
1243
Bennicas & Associates
California
$268K -$15.2K -166 -5%
DW
1244
Domani Wealth
Pennsylvania
$267K +$825 +9 +0.3%
DA
1245
Doliver Advisors
Texas
$266K +$267K +2,915 New
DBT
1246
Dubuque Bank & Trust
Iowa
$265K +$42.7K +466 +19%
FMB
1247
Field & Main Bank
Kentucky
$264K +$11.5K +125 +5%
BWCS
1248
Beirne Wealth Consulting Services
Connecticut
$263K -$30K -327 -10%
CG
1249
Cynosure Group
Utah
$263K – – –
SWA
1250
Stratos Wealth Advisors
Ohio
$263K +$65.4K +713 +33%
48 49
50
51 52