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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
526
Mill Capital Management
North Carolina
$2.5M -$997K -10,561 -28%
VWMG
527
Virginia Wealth Management Group
Virginia
$2.49M -$8.21K -87 -0.3%
CT
528
Caldwell Trust
Florida
$2.49M -$89K -943 -3%
KRSITF
529
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.48M +$25.1K +266 +1%
CWC
530
Carolinas Wealth Consulting
North Carolina
$2.48M +$21.1K +224 +0.1%
RP
531
Rowlandmiller & Partners
Georgia
$2.46M -$37.5K -397 -1%
WIS
532
Wright Investors Service
Connecticut
$2.46M -$257K -2,719 -9%
HFRG
533
Houlihan Financial Resource Group
Virginia
$2.43M +$2.43M +25,730 New
IAN
534
Integrated Advisors Network
Texas
$2.42M -$65.4K -693 -3%
RDWM
535
Red Door Wealth Management
Tennessee
$2.41M +$131K +1,390 +5%
ONST
536
Old North State Trust
North Carolina
$2.38M -$3.02K -32 -0.1%
TA
537
Townsend & Associates
Colorado
$2.38M -$16.9K -179 -0.7%
MA
538
Mutual Advisors
Nebraska
$2.38M +$116K +1,227 +5%
JWCA
539
J.W. Cole Advisors
Florida
$2.37M +$2.08K +22 +0.1%
CS
540
Comerica Securities
Michigan
$2.36M +$90.1K +955 +4%
SFP
541
Shepherd Financial Partners
Massachusetts
$2.36M +$89.8K +952 +4%
B
542
Bailard
California
$2.34M +$18.7K +198 +0.8%
CFB
543
Cullen/Frost Bankers
Texas
$2.34M -$98.9K -1,048 -4%
DWP
544
Daymark Wealth Partners
Ohio
$2.32M +$1.15M +12,207 +90%
IA
545
IFP Advisors
Florida
$2.31M -$430K -4,557 -15%
MFFIA
546
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.31M -$223K -2,359 -8%
MGWM
547
Marks Group Wealth Management
Minnesota
$2.31M +$47.4K +502 +2%
TCOT
548
Trust Company of Toledo
Ohio
$2.3M +$64.8K +687 +3%
BMSSC
549
B. Metzler seel. Sohn & Co
Germany
$2.28M – – –
ECM
550
Everence Capital Management
Indiana
$2.28M – – –
20 21
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