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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
576
Shelton Capital Management
Colorado
$1.49M – – –
NC
577
NewSquare Capital
Pennsylvania
$1.48M +$27.2K +319 +2%
WI
578
WrapManager Inc
California
$1.47M -$2.21K -26 -0.2%
IWA
579
Intercontinental Wealth Advisors
Texas
$1.46M -$147K -1,722 -9%
BHC
580
Bowen Hanes & Co
Florida
$1.46M +$511K +6,000 +55%
GBBWRPM
581
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.45M -$7.58K -89 -0.5%
BMA
582
Brooks Moore & Associates
Tennessee
$1.45M +$1.43M +16,754 New
BFS
583
Bradley Foster & Sargent
Connecticut
$1.44M -$66.2K -778 -4%
AAIM
584
American Assets Investment Management
California
$1.44M – – –
FDS
585
First Dallas Securities
Texas
$1.42M -$104K -1,219 -7%
SVWA
586
Sound View Wealth Advisors
Georgia
$1.42M +$1.4M +16,468 New
FNFDCM
587
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.42M -$1.7K -20 -0.1%
SBIA
588
Sheaff Brock Investment Advisors
Indiana
$1.42M +$5.53K +65 +0.4%
OWA
589
Outlook Wealth Advisors
Texas
$1.41M +$139K +1,634 New
AWM
590
Altavista Wealth Management
North Carolina
$1.41M +$426 +5 +0%
NWP
591
Northstar Wealth Partners
Connecticut
$1.4M +$4.26K +50 +0.3%
TPA
592
Trivium Point Advisory
Connecticut
$1.4M +$1.38M +16,231 New
MFG
593
Merit Financial Group
Georgia
$1.4M -$73.1K -859 -5%
SXL
594
Summit X LLC
Missouri
$1.38M +$195K +2,295 +17%
NAM
595
NTV Asset Management
West Virginia
$1.38M -$12.9K -152 -0.9%
PAS
596
Park Avenue Securities
New York
$1.38M +$308K +3,624 +29%
TAM
597
Tiverton Asset Management
Delaware
$1.37M +$8.51K +100 +0.6%
CFGS
598
Concourse Financial Group Securities
Alabama
$1.36M +$997K +11,711 +293%
SMC
599
Smith, Moore & Co
Missouri
$1.35M +$113K +1,332 +9%
SIC
600
Shoker Investment Counsel
Ohio
$1.34M +$643K +7,556 +95%
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