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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FHWM
576
Fox Hill Wealth Management
Massachusetts
$3.3M +$105K +920 +4%
PFM
577
Premier Fund Managers
United Kingdom
$3.28M -$285K -2,500 -8%
WG
578
Wealth Group
North Carolina
$3.27M +$447K +3,921 +17%
HH
579
Hilltop Holdings
Texas
$3.26M +$63K +553 +2%
ONSWM
580
Old North State Wealth Management
North Carolina
$3.25M +$144K +1,261 +5%
EF
581
Empirical Finance
Pennsylvania
$3.24M +$49.9K +438 +2%
RP
582
Rowlandmiller & Partners
Georgia
$3.24M +$38.6K +339 +1%
VA
583
Vident Advisory
Georgia
$3.21M +$1.27M +11,135 +73%
SIG
584
Stonegate Investment Group
Alabama
$3.21M +$226K +1,984 +8%
FSA
585
Franklin Street Advisors
North Carolina
$3.2M -$12.5K -110 -0.4%
BFG
586
Bleakley Financial Group
New Jersey
$3.18M +$200K +1,758 +7%
MCM
587
Mill Capital Management
North Carolina
$3.17M +$114 +1 +0%
FPAS
588
Focus Partners Advisor Solutions
Missouri
$3.16M +$258K +2,259 +10%
VNIM
589
Vaughan Nelson Investment Management
Texas
$3.15M – – –
TL
590
Tradewinds LLC
North Carolina
$3.15M +$1.25K +11 +0%
DAS
591
Dynamic Advisor Solutions
Arizona
$3.12M +$98.7K +866 +4%
EH
592
Equitable Holdings
New York
$3.11M +$312K +2,733 +12%
LOPW
593
Live Oak Private Wealth
North Carolina
$3.11M +$52K +456 +2%
WP
594
WealthShield Partners
North Carolina
$3.09M +$665K +5,837 +30%
ET
595
Equitable Trust
Tennessee
$3.08M -$9.69K -85 -0.3%
MOS
596
MGO One Seven
Ohio
$3.05M -$72.8K -639 -2%
ECM
597
Everence Capital Management
Indiana
$3.05M – – –
DFCM
598
Dark Forest Capital Management
Puerto Rico
$3.04M +$2.84M +24,953 New
CA
599
Cullinan Associates
Kentucky
$3.04M -$186K -1,629 -6%
AF
600
Apollon Financial
South Carolina
$3.03M -$56.8K -498 -2%
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