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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1476
Janiczek Wealth Management
Colorado
$226K +$73.4K +683 +37%
RCWM
1477
Royal Capital Wealth Management
Indiana
$225K – – –
PPW
1478
Pasadena Private Wealth
California
$225K +$430 +4 +0.2%
DY
1479
Dowling & Yahnke
California
$224K +$17.9K +167 +7%
AT
1480
American Trust
Kentucky
$223K -$8.59K -80 -3%
CA
1481
CapWealth Advisors
Tennessee
$223K – – –
BSB
1482
Bangor Savings Bank
Maine
$222K -$2.79K -26 -1%
EIM
1483
Essex Investment Management
Massachusetts
$222K – – –
WQ
1484
Wealth Quarterback
New Jersey
$221K +$1.61K +15 +0.6%
FCFC
1485
First Commonwealth Financial Corp
Pennsylvania
$219K +$252K +2,350 New
ES
1486
Eagle Strategies
New York
$219K +$253K +2,356 New
FAIM
1487
Financial Advocates Investment Management
Washington
$218K -$335K -3,116 -57%
JIC
1488
Joel Isaacson & Co
New York
$218K – – –
SRC
1489
Shufro Rose & Co
New York
$217K +$5.48K +51 +2%
ZIM
1490
Zacks Investment Management
Illinois
$216K -$32.8K -305 -12%
LNB
1491
Ledyard National Bank
$216K -$16.1K -150 -6%
LFG
1492
Lockerman Financial Group
California
$216K -$4.62K -43 -2%
BCCM
1493
Bridge Creek Capital Management
Massachusetts
$215K -$1.72K -16 -0.7%
SRC
1494
Stone Run Capital
New York
$215K – – –
LCM
1495
LCM Capital Management
Illinois
$214K – – –
MCM
1496
MV Capital Management
Maryland
$214K +$16.6K +155 +7%
CWM
1497
Chesapeake Wealth Management
Virginia
$213K -$11.3K -105 -4%
KTM
1498
Keeler Thomas Management
Utah
$212K – – –
MPCG
1499
Matrix Private Capital Group
New York
$212K +$2.36K +22 +1%
VCP
1500
Verus Capital Partners
Arizona
$212K +$137K +1,279 +128%
58 59
60
61 62