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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
1451
Wealth Quarterback
New Jersey
$253K +$259K +2,359 New
LWA
1452
Lineweaver Wealth Advisors
Ohio
$252K +$11.5K +105 +5%
ESCM
1453
Echo Street Capital Management
New York
$252K +$259K +2,351 New
VCP
1454
Verus Capital Partners
Arizona
$251K -$168K -1,528 -61%
JIC
1455
Joel Isaacson & Co
New York
$251K – – –
CJL
1456
Cyrus J. Lawrence
New York
$250K – – –
HC
1457
Hamilton Capital
Ohio
$250K +$3.74K +34 +1%
CRIG
1458
Charter Research & Investment Group
Connecticut
$249K – – –
BCCM
1459
Bridge Creek Capital Management
Massachusetts
$249K +$16.3K +148 +7%
BP
1460
BBR Partners
New York
$249K +$256K +2,325 New
LA
1461
Latitude Advisors
Florida
$248K -$492K -4,474 -66%
FMTC
1462
Farmers & Merchants Trust Company
California
$247K – – –
SRC
1463
Stone Run Capital
New York
$247K – – –
LCM
1464
LCM Capital Management
Illinois
$247K +$5.5K +50 +2%
AHB
1465
Abner Herrman & Brock
New Jersey
$247K +$254K +2,307 New
RCM
1466
RNC Capital Management
California
$246K +$33.2K +302 +15%
GIA
1467
GHP Investment Advisors
Colorado
$245K -$19.7K -179 -7%
SRC
1468
Shufro Rose & Co
New York
$245K -$6.93K -63 -3%
KTM
1469
Keeler Thomas Management
Utah
$245K – – –
MPI
1470
Mairs & Power Inc
Minnesota
$244K -$13K -118 -5%
TFS
1471
Thoroughbred Financial Services
Tennessee
$244K – – –
BCM
1472
Boltwood Capital Management
California
$243K -$5.5K -50 -2%
MPCG
1473
Matrix Private Capital Group
New York
$242K -$110 -1 -0%
ECM
1474
Evergreen Capital Management
Washington
$241K -$118K -1,075 -32%
WAG
1475
Winthrop Advisory Group
Massachusetts
$241K -$41.5K -377 -14%
57 58
59
60 61