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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1251
Sargent Investment Group
Maryland
$223K – – –
NP
1252
NorthRock Partners
Minnesota
$223K +$212K +2,326 New
HFA
1253
High Falls Advisors
New York
$222K – – –
AIM
1254
AIA Investment Management
Singapore
$222K +$211K +2,317 New
PV
1255
Private Vista
Illinois
$221K +$1.36K +15 +0.7%
WCM
1256
Windsor Capital Management
Arizona
$220K +$210K +2,305 New
GAM
1257
Gotham Asset Management
New York
$219K -$77.4K -851 -27%
BOCM
1258
Bontempo Ohly Capital Management
Maryland
$219K +$207K +2,280 New
BRWM
1259
B. Riley Wealth Management
Tennessee
$219K +$207K +2,280 New
GCA
1260
Greenwood Capital Associates
South Carolina
$218K -$7.28K -80 -3%
MFG
1261
Monte Financial Group
Connecticut
$218K -$1.91K -21 -0.9%
CF
1262
Centaurus Financial
California
$218K +$31.5K +346 +18%
FC
1263
FCA Corp
Texas
$216K +$205K +2,254 New
WPW
1264
Waldron Private Wealth
Pennsylvania
$216K +$205K +2,255 New
AHB
1265
Abner Herrman & Brock
New Jersey
$215K -$24.3K -267 -11%
SRC
1266
Sage Rhino Capital
California
$214K +$203K +2,233 New
WANY
1267
Wealthspire Advisors (New York)
New York
$214K +$203K +2,235 New
CA
1268
Capital Advantage
California
$213K +$202K +2,217 New
CPA
1269
Capital Planning Advisors
California
$213K +$202K +2,224 New
EW
1270
Evoke Wealth
California
$212K +$201K +2,212 New
CHP
1271
Cable Hill Partners
Oregon
$212K +$202K +2,215 New
MIFH
1272
Migdal Insurance & Financial Holdings
Israel
$211K +$70.7K +777 +55%
IC
1273
Intersect Capital
California
$211K +$201K +2,206 New
RHFI
1274
Reilly Herbert Faulkner III
$210K +$199K +2,189 New
RWM
1275
RBA Wealth Management
California
$209K -$227K -2,499 -53%
49 50
51
52 53