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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
526
Choreo LLC
Illinois
$1.81M +$224K +2,635 +14%
CI
527
Cigna Investments
Connecticut
$1.8M +$11.2K +131 +0.6%
SBH
528
Segall Bryant & Hamill
Illinois
$1.79M +$96.4K +1,132 +6%
FCA
529
FinTrust Capital Advisors
South Carolina
$1.79M +$1.76M +20,720 New
SYBT
530
Stock Yards Bank & Trust
Kentucky
$1.76M +$23.9K +281 +1%
BAS
531
Brown Advisory Securities
Maryland
$1.76M -$4.43K -52 -0.2%
VWM
532
Valley Wealth Managers
New Jersey
$1.76M +$8.94K +105 +0.5%
APFBOT
533
Amica Pension Fund Board of Trustees
Rhode Island
$1.76M – – –
ACM
534
Allred Capital Management
Texas
$1.75M +$1.73M +20,301 New
GLLW
535
Graves Light Lenhart Wealth
Virginia
$1.75M +$1.73M +20,288 New
ASN
536
Advisory Services Network
Georgia
$1.72M -$204K -2,396 -11%
TCOT
537
Trust Company of Toledo
Ohio
$1.71M +$109K +1,275 +7%
MIAN
538
Mariner Independent Advisor Network
Kansas
$1.7M -$1.62K -19 -0.1%
IMOV
539
Investment Management of Virginia
Virginia
$1.7M +$158K +1,854 +10%
WCM
540
Whitener Capital Management
North Carolina
$1.69M +$170K +2,000 +11%
SLF
541
Sun Life Financial
Ontario, Canada
$1.69M -$178K -2,095 -10%
SSWM
542
Sheets Smith Wealth Management
North Carolina
$1.68M +$464K +5,455 +39%
NHC
543
Nicholas Hoffman & Company
Georgia
$1.68M +$2.64K +31 +0.2%
CPO
544
Cerity Partners OCIO
New York
$1.68M +$1.23M +14,420 +289%
BTNA
545
Bremer Trust National Association
Minnesota
$1.67M +$427K +5,018 +35%
GIM
546
Guardian Investment Management
California
$1.67M -$14.6K -172 -0.9%
NRS
547
Neville Rodie & Shaw
New York
$1.67M – – –
BCFS
548
Butensky & Cohen Financial Security
Florida
$1.66M +$116K +1,365 +8%
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$1.66M -$2.13K -25 -0.1%
MERSOM
550
Municipal Employees' Retirement System of Michigan
Michigan
$1.64M +$1.62M +19,050 New
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