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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1976
Capital Advisors Ltd
Ohio
$97K +$8.38K +74 +9%
TFIPS
1977
Towarzystwo Funduszy Inwestycyjnych PZU SA
$94.8K +$21K +185 +27%
ACM
1978
Aster Capital Management
United Arab Emirates
$93.2K -$1.91M -16,842 -95%
BOJHT
1979
Bank of Jackson Hole Trust
Wyoming
$92.9K +$97.7K +862 New
HIW
1980
Holos Integrated Wealth
Pennsylvania
$91.7K +$96.4K +851 New
CPBTD
1981
Central Pacific Bank - Trust Division
Hawaii
$89.7K – – –
CMP
1982
Coston McIsaac & Partners
Maine
$89K -$35.2K -311 -27%
LI
1983
Louisbourg Investments
New Brunswick, Canada
$86.2K – – –
GCM
1984
GKV Capital Management
California
$86.2K +$90.6K +800 New
CSWM
1985
Cassady Schiller Wealth Management
Ohio
$84.7K +$5.32K +47 +6%
WPWM
1986
Western Pacific Wealth Management
Illinois
$84.3K -$147K -1,298 -62%
CTWM
1987
Cherry Tree Wealth Management
Minnesota
$83.4K +$680 +6 +0.8%
FDW
1988
Fourth Dimension Wealth
Ohio
$82.7K +$75.7K +668 New
MFT
1989
Moisand Fitzgerald Tamayo
Florida
$82.2K – – –
WIM
1990
Westside Investment Management
California
$81.9K +$10.1K +89 +13%
CMBA
1991
C.M. Bidwell & Associates
Hawaii
$79.3K – – –
AWM
1992
Atticus Wealth Management
Florida
$77.7K – – –
LIA
1993
Luken Investment Analytics
Tennessee
$77.7K – – –
AEPWM
1994
Atlantic Edge Private Wealth Management
Florida
$77.3K – – –
LFA
1995
LGT Financial Advisors
Texas
$76.9K +$680 +6 +0.8%
CBT
1996
CoreFirst Bank & Trust
Kansas
$73.5K -$21.5K -190 -22%
BWAM
1997
Boyd Watterson Asset Management
Ohio
$72.7K – – –
EDRH
1998
Edmond de Rothschild Holding
Switzerland
$71.9K – – –
CP
1999
Canopy Partners
Ohio
$71.1K +$4.3K +38 +6%
AWM
2000
Abound Wealth Management
Tennessee
$70.5K -$7.93K -70 -10%
78 79
80
81 82