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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMB
1226
Field & Main Bank
Kentucky
$442K +$53.5K +515 +15%
TFP
1227
Tilia Fiduciary Partners
North Carolina
$441K +$15.9K +153 +4%
TIA
1228
Traphagen Investment Advisors
New Jersey
$441K -$194K -1,864 -39%
PFT
1229
Providence First Trust
Arizona
$437K – – –
PAM
1230
Premier Asset Management
Illinois
$435K -$159K -1,530 -28%
CFG
1231
Cooper Financial Group
California
$435K -$13.3K -128 -3%
FCFC
1232
First Citizens Financial Corp
Iowa
$435K – – –
MA
1233
MJP Associates
Connecticut
$435K +$56.4K +543 +16%
BFPW
1234
BOK Financial Private Wealth
Colorado
$434K +$84.9K +817 +27%
LBC
1235
Lowe Brockenbrough & Co
Virginia
$433K +$623 +6 +0.2%
PK
1236
Pflug Koory
Nebraska
$432K -$519 -5 -0.1%
WTA
1237
Washington Trust Advisors
Massachusetts
$432K – – –
NCM
1238
NCM Capital Management
New Jersey
$432K +$1.35K +13 +0.3%
BTW
1239
Boston Trust Walden
Massachusetts
$430K -$45.6K -439 -10%
MHR
1240
Matthew Hamilton Rosenberg
$430K +$67.2K +647 +20%
RWM
1241
Ritholtz Wealth Management
New York
$430K +$80.3K +773 +25%
ACG
1242
Allen Capital Group
Nebraska
$429K +$8.21K +79 +2%
SWA
1243
Sutton Wealth Advisors
Florida
$429K +$59.9K +577 +18%
MYIA
1244
Mount Yale Investment Advisors
Colorado
$427K +$60.2K +580 +18%
BWA
1245
BDO Wealth Advisors
Florida
$421K -$8.72K -84 -2%
CFS
1246
CRA Financial Services
New Jersey
$421K – – –
RWI
1247
Red Wave Investments
Pennsylvania
$421K +$123K +1,185 +46%
AP
1248
Americana Partners
Texas
$419K -$75.9K -731 -16%
RMAM
1249
Raab & Moskowitz Asset Management
New Jersey
$419K +$3.01K +29 +0.8%
BCMLT
1250
Beacon Capital Management LLC (Tennessee)
Tennessee
$418K +$389K +3,741 New
48 49
50
51 52