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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
1476
S.R. Schill & Associates
Washington
$247K +$230K +2,398 New
JWM
1477
Janiczek Wealth Management
Colorado
$246K -$18K -188 -7%
SWP
1478
Semus Wealth Partners
Florida
$246K +$229K +2,389 New
RCM
1479
RNC Capital Management
California
$246K -$7.78K -81 -3%
LC
1480
Lindbrook Capital
California
$245K +$36.4K +379 +19%
RDFA
1481
Ritter Daniher Financial Advisory
Ohio
$244K -$18.9K -197 -8%
WPW
1482
Waldron Private Wealth
Pennsylvania
$244K – – –
CBT
1483
Central Bank & Trust
Kentucky
$244K +$16.1K +168 +8%
C
1484
Certuity
Florida
$243K +$12.4K +129 +6%
FFG
1485
Frisch Financial Group
New York
$243K +$226K +2,355 New
SRC
1486
Sage Rhino Capital
California
$242K -$11K -115 -5%
LSA
1487
Leonteq Securities AG
Switzerland
$241K -$23.3K -243 -9%
SRC
1488
Shufro Rose & Co
New York
$240K -$96 -1 -0%
LNB
1489
Ledyard National Bank
$239K – – –
BSSFA
1490
Baron Silver Stevens Financial Advisors
Florida
$238K +$222K +2,315 New
RWA
1491
Redhawk Wealth Advisors
Minnesota
$238K -$88.6K -923 -29%
BCCM
1492
Bridge Creek Capital Management
Massachusetts
$238K – – –
LCM
1493
LCM Capital Management
Illinois
$237K – – –
SRC
1494
Stone Run Capital
New York
$237K – – –
EIM
1495
Essex Investment Management
Massachusetts
$236K -$8.93K -93 -4%
DAC
1496
Dividend Assets Capital
South Carolina
$236K +$43.2K +450 +24%
M
1497
MOTCO
Texas
$235K +$18.8K +196 +9%
TPWA
1498
TRUE Private Wealth Advisors
Oregon
$234K +$5.86K +61 +3%
SHFA
1499
SC&H Financial Advisors
Maryland
$234K -$18.2K -190 -8%
LFG
1500
Lockerman Financial Group
California
$234K -$4.7K -49 -2%
58 59
60
61 62