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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
476
Moody National Bank Trust Division
Texas
$2.89M -$5.41M -53,381 -66%
FFN
477
Focus Financial Network
Minnesota
$2.88M +$130K +1,279 +5%
RMC
478
Resources Management Corp
Connecticut
$2.88M -$24.3K -240 -0.9%
LOPW
479
Live Oak Private Wealth
North Carolina
$2.88M +$361K +3,564 +15%
CFB
480
Cullen/Frost Bankers
Texas
$2.88M +$91K +898 +3%
SWM
481
Spire Wealth Management
Virginia
$2.87M +$579K +5,711 +26%
KA
482
Keene & Associates
Texas
$2.86M +$2.76M +27,248 New
AWM
483
Apollon Wealth Management
South Carolina
$2.85M +$1.71M +16,826 +162%
BFA
484
Bragg Financial Advisors
North Carolina
$2.84M – – –
CFSG
485
Community Financial Services Group
Vermont
$2.84M +$42.1K +415 +2%
CFG
486
Citizens Financial Group
Rhode Island
$2.82M -$47.9K -472 -2%
PT
487
Plimoth Trust
Massachusetts
$2.79M -$82.8K -817 -3%
KC
488
Kingfisher Capital
North Carolina
$2.79M +$67.1K +662 +3%
CCM
489
Covington Capital Management
California
$2.79M +$29K +286 +1%
JHCP
490
Jackson Hole Capital Partners
Oklahoma
$2.79M +$409K +4,035 +18%
RP
491
Rowlandmiller & Partners
Georgia
$2.78M +$205K +2,027 +8%
APP
492
Avantax Planning Partners
Iowa
$2.77M +$140K +1,384 +6%
CT
493
Caldwell Trust
Florida
$2.77M -$2.74K -27 -0.1%
HC
494
HNP Capital
New York
$2.77M +$167K +1,651 +7%
SSWG
495
Seven Springs Wealth Group
Tennessee
$2.76M +$530K +5,225 +25%
TSWM
496
Triangle Securities Wealth Management
North Carolina
$2.73M -$2.33K -23 -0.1%
IAN
497
Integrated Advisors Network
Texas
$2.73M -$60.5K -597 -2%
CNC
498
Canandaigua National Corp
New York
$2.73M -$13.7K -135 -0.5%
LFAS
499
Level Four Advisory Services
Texas
$2.73M -$210K -2,076 -7%
SIC
500
Salem Investment Counselors
North Carolina
$2.71M +$227K +2,236 +9%
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