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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
551
Profund Advisors
Maryland
$3.73M -$1.27M -11,160 -27%
SWP
552
Sagespring Wealth Partners
Tennessee
$3.72M +$692K +6,069 +25%
PFS
553
Physicians Financial Services
North Carolina
$3.7M +$1.23M +10,788 +55%
CCM
554
Cohen Capital Management
California
$3.68M – – –
SFP
555
Shepherd Financial Partners
Massachusetts
$3.66M +$142K +1,246 +4%
AWM
556
AE Wealth Management
Kansas
$3.66M +$153K +1,346 +5%
BPC
557
Banque Pictet & Cie
Switzerland
$3.66M – – –
CCG
558
Cypress Capital Group
Florida
$3.59M +$1.12M +9,815 +50%
EWA
559
EP Wealth Advisors
California
$3.54M +$52.9K +464 +2%
EFMC
560
Empire Financial Management Company
New York
$3.47M +$202K +1,770 +7%
TYCC
561
Texas Yale Capital Corp
Florida
$3.46M -$10.7K -94 -0.3%
FFP
562
FourThought Financial Partners
Florida
$3.45M +$437K +3,836 +16%
AG
563
Ascent Group
Virginia
$3.42M +$473K +4,146 +17%
TCWA
564
Turtle Creek Wealth Advisors
Texas
$3.42M +$3.2M +28,062 New
AMG
565
Advisors Management Group
Wisconsin
$3.4M -$25.3K -222 -0.8%
SFG
566
SevenBridge Financial Group
Pennsylvania
$3.39M +$730K +6,405 +28%
SW
567
SVB Wealth
Massachusetts
$3.38M +$795K +6,978 +34%
FNBOO
568
First National Bank of Omaha
Nebraska
$3.37M -$47.9K -420 -1%
MA
569
Montag & Associates
Georgia
$3.37M -$146K -1,284 -4%
SSWM
570
Sheets Smith Wealth Management
North Carolina
$3.36M +$9.69K +85 +0.3%
BCM
571
Birmingham Capital Management
Alabama
$3.34M -$255K -2,241 -8%
GCC
572
Guardian Capital (Canada)
Ontario, Canada
$3.33M – – –
PCIA
573
Prime Capital Investment Advisors
Kansas
$3.32M -$195K -1,712 -6%
HAG
574
HighPoint Advisor Group
Illinois
$3.31M +$109K +960 +4%
CA
575
CGN Advisors
Kansas
$3.3M +$298K +2,610 +11%
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