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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
1301
Beirne Wealth Consulting Services
Connecticut
$255K +$21.4K +231 +9%
OHIS
1302
Oak Harvest Investment Services
Texas
$255K +$257K +2,782 New
CC
1303
Cadinha & Co
Hawaii
$254K -$37K -400 -13%
HIC
1304
Harvey Investment Company
Kentucky
$253K -$92.5K -1,000 -27%
ECG
1305
Edge Capital Group
Georgia
$252K +$2.13K +23 +0.8%
DW
1306
Domani Wealth
Pennsylvania
$250K +$1.11K +12 +0.4%
EWF
1307
Epstein & White Financial
California
$249K -$22K -238 -8%
1WA
1308
180 Wealth Advisors
Washington
$248K +$6.47K +70 +3%
BEAM
1309
Baker Ellis Asset Management
Washington
$247K -$20K -216 -7%
GFP
1310
Gryphon Financial Partners
Ohio
$246K +$3.33K +36 +1%
AAIM
1311
Asset Advisors Investment Management
Georgia
$245K – – –
NB
1312
Nicolet Bankshares
Wisconsin
$245K – – –
COCM
1313
Charter Oak Capital Management
New Hampshire
$244K +$246K +2,662 New
BWA
1314
Bordeaux Wealth Advisors
California
$244K +$247K +2,666 New
PFT
1315
Providence First Trust
Arizona
$244K +$247K +2,666 New
SMH
1316
Sanders Morris Harris
Texas
$243K -$9.25K -100 -4%
RWP
1317
RWA Wealth Partners
Massachusetts
$243K +$370 +4 +0.2%
ICP
1318
Interchange Capital Partners
Pennsylvania
$243K +$246K +2,663 New
SFG
1319
StrategIQ Financial Group
Indiana
$242K +$11.6K +125 +5%
BRA
1320
Bender Robert & Associates
California
$240K – – –
JIC
1321
Joel Isaacson & Co
New York
$239K – – –
CHP
1322
Cable Hill Partners
Oregon
$238K – – –
LBA
1323
Letko, Brosseau & Associates
Quebec, Canada
$238K – – –
MFW
1324
Mosaic Family Wealth
Missouri
$238K +$370 +4 +0.2%
NAM
1325
NorthCoast Asset Management
Connecticut
$238K +$2.31K +25 +1%
51 52
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