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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
426
Te Ahumairangi Investment Management
New Zealand
$3.33M -$914K -9,100 -21%
JWM
427
Jackson Wealth Management
Florida
$3.32M +$21.1K +210 +0.6%
SWP
428
Stratos Wealth Partners
Ohio
$3.29M -$94.9K -945 -3%
PA
429
Profund Advisors
Maryland
$3.28M -$166K -1,652 -5%
NC
430
NewSquare Capital
Pennsylvania
$3.21M +$154K +1,535 +5%
LA
431
Lynch & Associates
Indiana
$3.15M -$13.9K -138 -0.4%
CIA
432
Covington Investment Advisors
Pennsylvania
$3.01M +$15.1K +150 +0.5%
CCM
433
Cohen Capital Management
California
$3M – – –
PFS
434
Prospera Financial Services
Texas
$2.99M +$165K +1,640 +6%
VNIM
435
Vaughan Nelson Investment Management
Texas
$2.99M +$251K +2,500 +9%
SGI
436
Summit Global Investments
Utah
$2.98M -$1.03M -10,253 -25%
SSWM
437
Sheets Smith Wealth Management
North Carolina
$2.97M -$5.02K -50 -0.2%
BPC
438
Banque Pictet & Cie
Switzerland
$2.96M – – –
RIA
439
Regal Investment Advisors
Michigan
$2.96M +$3.01M +29,998 New
AII
440
AGF Investments Inc
Ontario, Canada
$2.95M -$88.7K -883 -3%
EWM
441
Evercore Wealth Management
New York
$2.93M -$265K -2,634 -8%
ECM
442
Everence Capital Management
Indiana
$2.93M +$1.11M +11,000 +59%
CBB
443
Citizens Business Bank
California
$2.93M -$89.1K -887 -3%
KPWS
444
Kestra Private Wealth Services
Texas
$2.92M +$129K +1,285 +5%
PT
445
Plimoth Trust
Massachusetts
$2.9M -$281K -2,793 -9%
MA
446
Montag & Associates
Georgia
$2.89M +$17.1K +170 +0.6%
PMG
447
ProVise Management Group
Florida
$2.89M +$169K +1,682 +6%
HFBOT
448
Home Federal Bank of Tennessee
Tennessee
$2.87M -$145K -1,444 -5%
TAM
449
Townsend Asset Management
North Carolina
$2.83M -$6.53K -65 -0.2%
ZB
450
Zions Bancorporation
Utah
$2.83M +$95.9K +955 +3%
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