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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1226
Bennicas & Associates
California
$260K +$13.8K +167 +6%
RI
1227
Ridgewood Investments
New Jersey
$260K +$242K +2,933 New
FA
1228
FCG Advisors
New Jersey
$259K -$41.4K -502 -15%
EWF
1229
Epstein & White Financial
California
$259K -$30.7K -373 -11%
FMB
1230
Field & Main Bank
Kentucky
$259K +$16.5K +200 +7%
TSS
1231
Two Sigma Securities
New York
$259K +$241K +2,924 New
BEAM
1232
Baker Ellis Asset Management
Washington
$258K -$65.9K -800 -22%
PFBT
1233
Parkside Financial Bank & Trust
Missouri
$256K -$64.5K -783 -21%
IAMOG
1234
Investors Asset Management of Georgia
Georgia
$255K – – –
VCM
1235
Vivaldi Capital Management
Illinois
$254K -$15.7K -191 -7%
TW
1236
Towerpoint Wealth
California
$254K – – –
HC
1237
Hourglass Capital
Texas
$253K – – –
LRPA
1238
L. Roy Papp & Associates
Arizona
$253K – – –
CSPIA
1239
Cary Street Partners Investment Advisory
Virginia
$253K +$235K +2,852 New
CM
1240
Cornerstone Management
Georgia
$252K +$247 +3 +0.1%
SWM
1241
Sugarloaf Wealth Management
Georgia
$249K +$247 +3 +0.1%
MCM
1242
Mainstay Capital Management
Michigan
$248K – – –
CBT
1243
Capital Bank & Trust
California
$248K +$20.5K +249 +10%
CCA
1244
Cobblestone Capital Advisors
New York
$247K +$13.6K +165 +6%
DIM
1245
Delta Investment Management
California
$246K -$72.8K -883 -24%
EHWM
1246
Eads & Heald Wealth Management
Georgia
$246K -$1.81K -22 -0.8%
1WA
1247
180 Wealth Advisors
Washington
$246K – – –
LSAG
1248
Lake Street Advisors Group
New Hampshire
$246K +$229K +2,780 New
B
1249
Bridgeworth
Alabama
$245K -$3.87K -47 -2%
HWMG
1250
Hurlow Wealth Management Group
Indiana
$245K – – –
48 49
50
51 52