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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1301
Rock Creek Group
District of Columbia
$276K -$31.3K -312 -10%
PCG
1302
Private Capital Group
Connecticut
$276K +$33.4K +332 +13%
WMA
1303
Wealth Management Associates
New Jersey
$275K -$80K -796 -22%
BB
1304
Berkshire Bank
Massachusetts
$275K +$4.02K +40 +1%
IFG
1305
Independent Financial Group
California
$274K +$20.9K +208 +8%
HAIM
1306
Hunter Associates Investment Management
Pennsylvania
$273K +$278K +2,765 New
BCA
1307
Biltmore Capital Advisors
New Jersey
$272K -$74K -737 -21%
ICP
1308
Interchange Capital Partners
Pennsylvania
$272K +$10.1K +101 +4%
FDCDDQ
1309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K -$1.67M -16,660 -86%
RWP
1310
RWA Wealth Partners
Massachusetts
$271K +$9.24K +92 +3%
CHP
1311
Cable Hill Partners
Oregon
$271K +$15K +149 +6%
BA
1312
Bennicas & Associates
California
$270K – – –
DW
1313
Domani Wealth
Pennsylvania
$270K – – –
FLPIM
1314
F.L. Putnam Investment Management
Massachusetts
$269K -$57.1K -568 -17%
LB
1315
Leo Brokerage
Texas
$268K -$3.31K -33 -1%
FVWA
1316
Foster Victor Wealth Advisors
South Carolina
$268K +$9.14K +91 +3%
FIA
1317
Foundations Investment Advisors
Arizona
$266K +$24.9K +248 +10%
5L
1318
55I LLC
Massachusetts
$265K +$270K +2,687 New
HIC
1319
Harvey Investment Company
Kentucky
$264K – – –
BWA
1320
Bordeaux Wealth Advisors
California
$263K – – –
COCM
1321
Charter Oak Capital Management
New Hampshire
$263K – – –
PFT
1322
Providence First Trust
Arizona
$263K – – –
YMRC
1323
Yorktown Management & Research Company
Virginia
$262K – – –
SMH
1324
Sanders Morris Harris
Texas
$261K -$49.4K -492 -16%
CA
1325
CapWealth Advisors
Tennessee
$261K -$24.6K -245 -8%
51 52
53
54 55