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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1226
Capstone Financial Advisors
Illinois
$250K – – –
AA
1227
Apriem Advisors
California
$250K +$4.65K +55 +2%
BRG
1228
Bay Rivers Group
Virginia
$250K +$265K +3,131 New
MCM
1229
McRae Capital Management
New Jersey
$249K – – –
MA
1230
MANA Advisors
New York
$248K +$263K +3,109 New
BP
1231
Ballentine Partners
Massachusetts
$247K -$21.2K -251 -8%
FA
1232
Fagan Associates
New York
$247K – – –
FAM
1233
Flaharty Asset Management
Florida
$246K -$7.77K -92 -3%
SS
1234
Sunbelt Securities
Texas
$246K +$17.3K +205 +7%
MHR
1235
Matthew Hamilton Rosenberg
$246K +$84.8K +1,004 +48%
GCA
1236
Greenwood Capital Associates
South Carolina
$244K -$2.62K -31 -1%
OSNBOA
1237
Old Second National Bank of Aurora
Illinois
$244K – – –
MWM
1238
Minot Wealth Management
Massachusetts
$243K -$2.28K -27 -0.9%
FDCDDQ
1239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$242K +$13.1K +155 +5%
VCM
1240
Vivaldi Capital Management
Illinois
$242K +$242K +2,867 New
HS
1241
Haafor (Singapore)
Singapore
$242K +$256K +3,024 New
BCI
1242
Brinker Capital Investments
Pennsylvania
$241K +$255K +3,013 New
IAIM
1243
International Assets Investment Management
Florida
$240K -$61.3K -726 -19%
MAM
1244
Morse Asset Management
Connecticut
$240K – – –
WBC
1245
West Branch Capital
Massachusetts
$240K +$760 +9 +0.3%
BOPW
1246
Brandywine Oak Private Wealth
Pennsylvania
$239K -$143K -1,694 -36%
RCA
1247
Ranch Capital Advisors
Florida
$239K -$67.6K -800 -22%
OTPPB
1248
Ontario Teachers' Pension Plan Board
Ontario, Canada
$238K -$332K -3,926 -57%
AIC
1249
Ameritas Investment Company
Nebraska
$238K -$185K -2,195 -42%
FC
1250
Fusion Capital
South Carolina
$238K +$507 +6 +0.2%
48 49
50
51 52