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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1326
Nicolet Bankshares
Wisconsin
$261K -$1K -10 -0.4%
VCAM
1327
Van Cleef Asset Management
Ohio
$261K – – –
RWI
1328
Red Wave Investments
Pennsylvania
$261K +$4.92K +49 +2%
SFSIG
1329
San Francisco Sentry Investment Group
California
$261K +$19.6K +195 +8%
BRA
1330
Bender Robert & Associates
California
$259K – – –
CCA
1331
Cobblestone Capital Advisors
New York
$259K +$5.93K +59 +2%
MIM
1332
Moseley Investment Management
Florida
$258K -$10K -100 -4%
BOTW
1333
Bank of the West
California
$258K +$7.74K +77 +3%
RCM
1334
RNC Capital Management
California
$258K +$262K +2,609 New
LFA
1335
Legacy Financial Advisors
Kentucky
$257K +$12.8K +127 +5%
SWA
1336
Sutton Wealth Advisors
Florida
$256K – – –
BST
1337
Bath Savings Trust
Maine
$256K -$10K -100 -4%
BWCS
1338
Beirne Wealth Consulting Services
Connecticut
$256K +$502 +5 +0.2%
IFG
1339
Investors Financial Group
Minnesota
$256K +$260K +2,593 New
AAIM
1340
Asset Advisors Investment Management
Georgia
$255K – – –
SWMG
1341
Strategic Wealth Management Group
Maryland
$255K +$201 +2 +0.1%
BWM
1342
BCGM Wealth Management
Indiana
$255K +$1K +10 +0.4%
OC
1343
Oarsman Capital
Wisconsin
$255K +$21.5K +214 +9%
BSSFA
1344
Baron Silver Stevens Financial Advisors
Florida
$255K +$259K +2,583 New
MPI
1345
Mairs & Power Inc
Minnesota
$254K – – –
AFG
1346
Allegheny Financial Group
Pennsylvania
$254K +$1.41K +14 +0.5%
EWF
1347
Epstein & White Financial
California
$253K +$3.42K +34 +1%
CCC
1348
Chelsea Counsel Company
California
$252K – – –
AAS
1349
Annex Advisory Services
Wisconsin
$252K +$3.42K +34 +1%
CBFP
1350
Cedar Brook Financial Partners
Ohio
$252K +$256K +2,553 New
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