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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1676
Kozak & Associates
Colorado
$81.7K -$5.04K -51 -6%
KC
1677
Kenfarb & Co
Kentucky
$81.5K – – –
CMP
1678
Coston McIsaac & Partners
Maine
$81K +$26.1K +264 +46%
GTAM
1679
Global Trust Asset Management
Florida
$80.7K – – –
ANBT
1680
American National Bank & Trust
Texas
$80.6K +$47.3K +479 +134%
AIM
1681
Achmea Investment Management
Netherlands
$80K – – –
CAC
1682
Core Alternative Capital
Georgia
$78K -$13.4K -136 -14%
CSWM
1683
Cassady Schiller Wealth Management
Ohio
$75.7K +$1.98K +20 +3%
LTI
1684
Laffer Tengler Investments
Tennessee
$72.9K +$15.8K +160 +27%
JWA
1685
JFS Wealth Advisors
Pennsylvania
$72.6K +$1.78K +18 +2%
LIA
1686
Luken Investment Analytics
Tennessee
$69.6K – – –
SIS
1687
Sound Income Strategies
Florida
$69.2K -$22.9K -232 -24%
BWAM
1688
Boyd Watterson Asset Management
Ohio
$67.2K – – –
VCM
1689
Versant Capital Management
Arizona
$66.6K +$10.9K +110 +19%
WIM
1690
Westside Investment Management
California
$64.7K – – –
EDRH
1691
Edmond de Rothschild Holding
Switzerland
$64.3K – – –
RDIA
1692
RE Dickinson Investment Advisors
Iowa
$64K -$4.84K -49 -7%
PCTC
1693
Perkins Coie Trust Company
Washington
$63.8K – – –
WSCM
1694
Wellington Shields Capital Management
New York
$62.6K – – –
FWM
1695
Focused Wealth Management
New York
$61.7K +$38.2K +387 +153%
JGIA
1696
Jackson Grant Investment Advisers
Connecticut
$61.4K +$4.54K +46 +8%
CWA
1697
Clearview Wealth Advisors
Oregon
$61.3K +$296 +3 +0.5%
ACM
1698
Antonetti Capital Management
Florida
$61.3K -$8.4K -85 -12%
M
1699
MOTCO
Texas
$60.5K -$163K -1,651 -72%
GFPC
1700
Global Financial Private Client
Florida
$59.7K +$16.6K +168 +37%
66 67
68
69 70