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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1426
Beacon Investment Advisors
Maryland
$245K -$550 -6 -0.2%
BCG
1427
Breakwater Capital Group
New Jersey
$245K +$251K +2,734 New
PCP
1428
Proficio Capital Partners
Massachusetts
$244K -$11.4K -124 -4%
AT
1429
Arden Trust
Delaware
$244K -$21.5K -235 -8%
AW
1430
Alaethes Wealth
Nevada
$243K +$253K +2,755 New
FWTB
1431
First Western Trust Bank
Colorado
$242K -$36.8K -401 -13%
MCM
1432
McRae Capital Management
New Jersey
$242K – – –
CA
1433
Calton & Associates
Florida
$240K +$40.2K +438 +19%
CPSC
1434
Carl P. Sherr & Co
Massachusetts
$240K -$26.5K -289 -10%
C
1435
Certuity
Florida
$240K +$19.4K +212 +8%
TFP
1436
Tilia Fiduciary Partners
North Carolina
$240K -$57.6K -628 -19%
FPWM
1437
FSB Premier Wealth Management
Iowa
$240K +$13.1K +143 +6%
KIA
1438
Kraematon Investment Advisors
Massachusetts
$238K -$39.8K -434 -14%
BWP
1439
Balboa Wealth Partners
Arizona
$238K – – –
YIA
1440
YHB Investment Advisors
Connecticut
$238K +$12K +131 +5%
BAAM
1441
Baker Avenue Asset Management
California
$238K +$95.8K +1,045 +63%
BST
1442
Bath Savings Trust
Maine
$238K +$23.9K +261 +11%
CW
1443
Cook Wealth
North Carolina
$238K – – –
BHWM
1444
Bar Harbor Wealth Management
New Hampshire
$237K -$52.6K -574 -18%
IAM
1445
Innovis Asset Management
Illinois
$237K +$3.85K +42 +2%
VFPW
1446
Vantage Financial Partners (Wisconsin)
Wisconsin
$236K +$2.84K +31 +1%
BWM
1447
Blossom Wealth Management
California
$236K +$18.3K +200 +8%
GG
1448
Gleason Group
Kentucky
$235K +$2.57K +28 +1%
RDFA
1449
Ritter Daniher Financial Advisory
Ohio
$235K +$275 +3 +0.1%
NC
1450
NBW Capital
Massachusetts
$235K -$3.02K -33 -1%
56 57
58
59 60