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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1826
GoalVest Advisory
New York
$56.7K -$32.5K -325 -36%
BFPW
1827
BOK Financial Private Wealth
Colorado
$56.5K +$50.3K +503 +825%
TCPG
1828
Trivant Custom Portfolio Group
California
$55.1K – – –
VIA
1829
Virtus Investment Advisers
Connecticut
$53.6K -$27.8K -278 -34%
GTAM
1830
Global Trust Asset Management
Florida
$53.6K +$100 +1 +0.2%
RI
1831
Ridgewood Investments
New Jersey
$52.6K +$52.5K +525 New
DAM
1832
Delta Asset Management
Tennessee
$51.9K – – –
SCA
1833
Stuart Chaussee & Associates
California
$51.5K – – –
EC
1834
EdgeRock Capital
Colorado
$51K +$50.8K +508 New
TC
1835
Torno Capital
Massachusetts
$50.1K -$700K -7,000 -93%
HSA
1836
Hussman Strategic Advisors
Maryland
$50.1K – – –
LAM
1837
Lummis Asset Management
Texas
$50.1K – – –
BIC
1838
Beach Investment Counsel
Pennsylvania
$50K +$50K +500 New
VCM
1839
Versant Capital Management
Arizona
$48.1K +$11.2K +112 +30%
T
1840
Tidemark
California
$47.2K +$32.3K +323 +218%
CH
1841
Canton Hathaway
Rhode Island
$47K – – –
PPWM
1842
PFG Private Wealth Management
Florida
$46.7K +$2.6K +26 +6%
1IA
1843
1620 Investment Advisors
Massachusetts
$46.7K +$46.6K +466 New
POIA
1844
Pin Oak Investment Advisors
Texas
$46K +$39.3K +393 +624%
RA
1845
Rational Advisors
New York
$44.8K -$2.5K -25 -5%
GJWM
1846
Gilliland Jeter Wealth Management
Arkansas
$43.4K – – –
HCM
1847
Horrell Capital Management
Arkansas
$43K – – –
RA
1848
Rise Advisors
New York
$42.8K +$400 +4 +0.9%
M
1849
MOTCO
Texas
$42.1K +$3.3K +33 +9%
FWA
1850
FSC Wealth Advisors
New York
$41K +$8.7K +87 +27%
72 73
74
75 76