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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1351
Mezzasalma Advisors
New Jersey
$240K – – –
RWA
1352
Redhawk Wealth Advisors
Minnesota
$240K +$2.01K +22 +0.9%
SRC
1353
Stone Run Capital
New York
$240K +$227K +2,487 New
CIA
1354
ClearBridge Investments (Australia)
Australia
$239K -$63.8K -699 -22%
MC
1355
Middleton & Co
Massachusetts
$239K -$10.4K -114 -4%
BFS
1356
Bickling Financial Services
Massachusetts
$239K +$913 +10 +0.4%
LFA
1357
Legacy Financial Advisors
Kentucky
$239K +$19.6K +215 +10%
ACP
1358
Aveo Capital Partners
Colorado
$239K +$226K +2,471 New
PCG
1359
Private Capital Group
Connecticut
$238K -$275K -3,010 -55%
FM
1360
Family Management
New York
$238K +$225K +2,465 New
EWM
1361
Empirical Wealth Management
Washington
$237K -$128K -1,400 -36%
SFSIG
1362
San Francisco Sentry Investment Group
California
$237K +$86.7K +950 +63%
FFWA
1363
FRG Family Wealth Advisors
Washington
$236K -$57K -625 -20%
BOPW
1364
Brandywine Oak Private Wealth
Pennsylvania
$236K -$51.2K -561 -19%
SCI
1365
S&CO Inc
Massachusetts
$235K – – –
PCP
1366
Proficio Capital Partners
Massachusetts
$235K +$222K +2,432 New
DPIM
1367
Duff & Phelps Investment Management
Illinois
$234K – – –
WAAG
1368
Wealth Alliance Advisory Group
Kansas
$234K +$3.92K +43 +2%
FIA
1369
Foundations Investment Advisors
Arizona
$234K +$218K +2,391 New
GG
1370
Gleason Group
Kentucky
$233K +$2.28K +25 +1%
KA
1371
Klingman & Associates
New York
$233K +$220K +2,412 New
PP
1372
PDS Planning
Ohio
$232K +$219K +2,405 New
SBSB
1373
Sullivan, Bruyette, Speros & Blaney
Virginia
$231K +$27K +296 +14%
EIM
1374
Essex Investment Management
Massachusetts
$230K – – –
BSB
1375
Bangor Savings Bank
Maine
$230K +$218K +2,384 New
53 54
55
56 57