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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1626
Calamos Wealth Management
Illinois
$305K +$40.7K +359 +15%
FHC
1627
First Heartland Consultants
Missouri
$304K -$248K -2,187 -44%
HIS
1628
Horizon Investment Services
Indiana
$303K -$137K -1,208 -30%
ASC
1629
Atalanta Sosnoff Capital
New York
$303K -$14.5K -128 -4%
MAV
1630
Mason & Associates (Virginia)
Virginia
$303K +$36.3K +320 +13%
UAS
1631
United Asset Strategies
New York
$302K -$3.63K -32 -1%
RZH
1632
Relyea Zuckerberg Hanson
Connecticut
$302K +$36.1K +319 +13%
RMAM
1633
Raab & Moskowitz Asset Management
New Jersey
$301K – – –
VCP
1634
Verus Capital Partners
Arizona
$301K +$18.4K +162 +6%
HWA
1635
Heartwood Wealth Advisors
Virginia
$300K -$22.7K -200 -7%
GCM
1636
Generation Capital Management
New York
$300K +$316K +2,785 New
NG
1637
Novem Group
New York
$300K +$315K +2,784 New
CNBTD
1638
Citizens National Bank Trust Department
Mississippi
$300K – – –
AAMC
1639
Asset Allocation & Management Company
Illinois
$299K +$314K +2,775 New
CNBOF
1640
City National Bank of Florida
Florida
$299K +$314K +2,774 New
SW
1641
Simplicity Wealth
New Jersey
$299K +$83.8K +740 +36%
PBK
1642
Peoples Bank (Kansas)
Kansas
$298K +$47.1K +416 +18%
BWM
1643
Blossom Wealth Management
California
$297K – – –
CPC
1644
Consolidated Planning Corp
Georgia
$297K +$64.6K +570 +26%
VCAM
1645
Van Cleef Asset Management
Ohio
$296K – – –
WCP
1646
Wealthcare Capital Partners
Pennsylvania
$296K +$311K +2,748 New
DOA
1647
D'Orazio & Associates
Virginia
$296K +$21.1K +186 +7%
ICP
1648
Interchange Capital Partners
Pennsylvania
$295K -$24.5K -216 -7%
IPWA
1649
International Private Wealth Advisors
California
$295K +$310K +2,739 New
PCMF
1650
Private Capital Management (Florida)
Florida
$295K – – –
64 65
66
67 68