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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1576
Middleton & Co
Massachusetts
$212K -$3.22K -31 -2%
BFA
1577
Buttonwood Financial Advisors
Maryland
$212K +$197K +1,900 New
SCM
1578
Silvant Capital Management
Georgia
$211K – – –
GTAM
1579
Global Trust Asset Management
Florida
$211K +$134K +1,294 +217%
IP
1580
Ignite Planners
California
$211K +$192K +1,849 New
STA
1581
Summit Trail Advisors
New York
$211K +$197K +1,893 New
SC
1582
Stephens Consulting
Michigan
$211K – – –
LSA
1583
Leonteq Securities AG
Switzerland
$210K +$136K +1,312 +230%
DAC
1584
Dividend Assets Capital
South Carolina
$210K – – –
ST
1585
Smithfield Trust
Pennsylvania
$210K – – –
ACM
1586
Armbruster Capital Management
New York
$210K +$195K +1,877 New
DAM
1587
Diamant Asset Management
Connecticut
$210K +$195K +1,879 New
MCM
1588
Mengis Capital Management
Oregon
$210K +$196K +1,883 New
ECM
1589
ExodusPoint Capital Management
New York
$209K -$10.2M -98,215 -98%
RPGK
1590
Retirement Planning Group (Kansas)
Kansas
$209K +$194K +1,871 New
1WM
1591
1900 Wealth Management
Texas
$209K +$195K +1,875 New
FPS
1592
Fieldpoint Private Securities
Connecticut
$208K +$87.6K +843 +83%
VCM
1593
Vision Capital Management
Oregon
$208K +$193K +1,860 New
HGERS
1594
Householder Group Estate & Retirement Specialist
Arizona
$208K +$193K +1,861 New
NFGCM
1595
Norman Fields Gottscho Capital Management
New York
$208K +$193K +1,863 New
OHIS
1596
Oak Harvest Investment Services
Texas
$207K -$60.6K -583 -24%
TP
1597
Tranquility Partners
Tennessee
$207K +$193K +1,856 New
FWM
1598
Fairhaven Wealth Management
Illinois
$207K +$193K +1,858 New
MRCM
1599
M&R Capital Management
New Jersey
$206K – – –
BPFA
1600
Barnes Pettey Financial Advisors
Mississippi
$206K +$192K +1,849 New
62 63
64
65 66