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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1326
Harvey Investment Company
Kentucky
$264K – – –
BWA
1327
Bordeaux Wealth Advisors
California
$263K – – –
COCM
1328
Charter Oak Capital Management
New Hampshire
$263K – – –
PFT
1329
Providence First Trust
Arizona
$263K – – –
YMRC
1330
Yorktown Management & Research Company
Virginia
$262K – – –
SMH
1331
Sanders Morris Harris
Texas
$261K -$49.4K -492 -16%
CA
1332
CapWealth Advisors
Tennessee
$261K -$24.6K -245 -8%
NB
1333
Nicolet Bankshares
Wisconsin
$261K -$1K -10 -0.4%
VCAM
1334
Van Cleef Asset Management
Ohio
$261K – – –
RWI
1335
Red Wave Investments
Pennsylvania
$261K +$4.92K +49 +2%
SFSIG
1336
San Francisco Sentry Investment Group
California
$261K +$19.6K +195 +8%
BRA
1337
Bender Robert & Associates
California
$259K – – –
CCA
1338
Cobblestone Capital Advisors
New York
$259K +$5.93K +59 +2%
MIM
1339
Moseley Investment Management
Florida
$258K -$10K -100 -4%
BOTW
1340
Bank of the West
California
$258K +$7.74K +77 +3%
RNC Capital Management
1341
RNC Capital Management
California
$258K +$262K +2,609 New
LFA
1342
Legacy Financial Advisors
Kentucky
$257K +$12.8K +127 +5%
SWA
1343
Sutton Wealth Advisors
Florida
$256K – – –
BST
1344
Bath Savings Trust
Maine
$256K -$10K -100 -4%
BWCS
1345
Beirne Wealth Consulting Services
Connecticut
$256K +$502 +5 +0.2%
IFG
1346
Investors Financial Group
Minnesota
$256K +$260K +2,593 New
AAIM
1347
Asset Advisors Investment Management
Georgia
$255K – – –
SWMG
1348
Strategic Wealth Management Group
Maryland
$255K +$201 +2 +0.1%
BWM
1349
BCGM Wealth Management
Indiana
$255K +$1K +10 +0.4%
OC
1350
Oarsman Capital
Wisconsin
$255K +$21.5K +214 +9%