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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TMAM
551
Tokio Marine Asset Management
Japan
$2.03M +$600K +6,546 +42%
BBHC
552
Brown Brothers Harriman & Co
New York
$2.02M -$136K -1,480 -6%
SAM
553
Silvercrest Asset Management
New York
$2.01M – – –
THWM
554
Taylor Hoffman Wealth Management
Virginia
$2.01M – – –
MIAN
555
Mariner Independent Advisor Network
Kansas
$1.99M +$55.3K +603 +3%
SFP
556
Shepherd Financial Partners
Massachusetts
$1.98M +$1.19K +13 +0.1%
PAS
557
Park Avenue Securities
New York
$1.98M +$157K +1,715 +9%
PGFC
558
Peapack-Gladstone Financial Corp
New Jersey
$1.98M +$152K +1,660 +8%
NI
559
Nepsis Inc
Minnesota
$1.96M -$275K -2,999 -12%
CPO
560
Cerity Partners OCIO
New York
$1.96M -$37.7K -411 -2%
PWP
561
Private Wealth Partners
California
$1.96M +$107K +1,163 +6%
TT
562
TI-Trust
Illinois
$1.96M +$1.97M +21,468 New
TSWM
563
Triangle Securities Wealth Management
North Carolina
$1.95M -$147K -1,607 -7%
DHFB
564
Dixon Hubard Feinour & Brown
Virginia
$1.94M -$13.8K -150 -0.7%
PP
565
Paloma Partners
Connecticut
$1.94M +$1.43M +15,577 +275%
WSTAM
566
Wilbanks Smith & Thomas Asset Management
Virginia
$1.93M +$75.1K +819 +4%
HPC
567
Hobart Private Capital
North Carolina
$1.93M +$87.1K +950 +5%
TCOT
568
Trust Company of Toledo
Ohio
$1.9M +$92.1K +1,005 +5%
CL
569
Choreo LLC
Illinois
$1.89M +$29.9K +326 +2%
CI
570
Cigna Investments
Connecticut
$1.88M -$202K -2,204 -10%
LCOV
571
London Company of Virginia
Virginia
$1.88M -$26.1K -285 -1%
FCA
572
FinTrust Capital Advisors
South Carolina
$1.84M -$6.69K -73 -0.4%
SYBT
573
Stock Yards Bank & Trust
Kentucky
$1.83M -$58.5K -638 -3%
MFG
574
Merit Financial Group
Georgia
$1.82M +$214K +2,329 +13%
PAM
575
Pegasus Asset Management
New York
$1.82M +$82.1K +895 +5%
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