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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1626
Geller Advisors
New York
$210K +$196K +2,159 New
ITIM
1627
Indiana Trust & Investment Management
Indiana
$209K -$35.5K -390 -15%
YIA
1628
YHB Investment Advisors
Connecticut
$208K -$50K -550 -20%
AF
1629
Advisornet Financial
Minnesota
$208K +$29K +319 +17%
PWH
1630
Priebe Wealth Holdings
Minnesota
$208K +$195K +2,139 New
ACM
1631
Altrius Capital Management
North Carolina
$208K +$194K +2,138 New
LRPA
1632
L. Roy Papp & Associates
Arizona
$207K +$194K +2,135 New
RCM
1633
RNC Capital Management
California
$207K +$194K +2,132 New
BRG
1634
Bay Rivers Group
Virginia
$207K +$194K +2,129 New
CT
1635
Coastline Trust
Rhode Island
$206K +$193K +2,125 New
PB
1636
Pinnacle Bancorp
Nebraska
$206K – – –
OAM
1637
Ostrum Asset Management
France
$205K +$819 +9 +0.4%
CT
1638
Cambridge Trust
Massachusetts
$203K -$3.46K -38 -2%
1WM
1639
1900 Wealth Management
Texas
$202K -$46.7K -513 -20%
BRA
1640
Bender Robert & Associates
California
$202K +$189K +2,080 New
MA
1641
Mezzasalma Advisors
New Jersey
$201K -$30.1K -331 -14%
SRC
1642
Stone Run Capital
New York
$201K +$188K +2,071 New
SWA
1643
SFMG Wealth Advisors
Texas
$201K +$188K +2,069 New
WIA
1644
World Investment Advisors
California
$200K +$188K +2,062 New
HGERS
1645
Householder Group Estate & Retirement Specialist
Arizona
$198K +$29K +319 +18%
CCC
1646
Chelsea Counsel Company
California
$189K – – –
CSB
1647
City State Bank
Iowa
$189K – – –
AA
1648
AlphaMark Advisors
Kentucky
$188K -$3.73K -41 -2%
CM
1649
Cercano Management
Washington
$186K – – –
RIM
1650
Rakuten Investment Management
Japan
$185K +$173K +1,906 New
64 65
66
67 68