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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
626
Global Retirement Partners
California
$1.94M +$1.78M +17,147 New
CA
627
Carson Advisory
Georgia
$1.93M -$56.9K -548 -3%
RIM
628
Redpoint Investment Management
Australia
$1.93M -$9.68M -93,223 -84%
PWW
629
Pettyjohn Wood & White
Virginia
$1.93M -$70.3K -677 -4%
CBTWT
630
Community Bank & Trust (Waco, Texas)
Texas
$1.92M +$69.4K +668 +4%
EM
631
Excalibur Management
Massachusetts
$1.91M -$264K -2,541 -13%
AAS
632
Ameritas Advisory Services
Nebraska
$1.9M -$28.7K -276 -2%
PP
633
Palladium Partners
Virginia
$1.89M +$12.6K +121 +0.7%
BFS
634
Bradley Foster & Sargent
Connecticut
$1.88M +$30.1K +290 +2%
BW
635
Bison Wealth
Georgia
$1.86M +$22K +212 +1%
FC
636
Forte Capital
New York
$1.86M – – –
CAC
637
Certified Advisory Corp
Florida
$1.86M +$70.2K +676 +4%
RC
638
Randolph Company
Ohio
$1.85M -$298K -2,871 -15%
CWG
639
Cornerstone Wealth Group
North Carolina
$1.84M +$77.6K +747 +5%
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$1.84M +$222K +2,141 +15%
FANJ
641
Financial Architects (New Jersey)
New Jersey
$1.82M +$1.25K +12 +0.1%
ANTB
642
AMG National Trust Bank
Colorado
$1.82M +$33.4K +322 +2%
SVWAG
643
Sound View Wealth Advisors Group
Georgia
$1.81M +$1.77K +17 +0.1%
PWP
644
Private Wealth Partners
California
$1.81M -$71.9K -692 -4%
CK
645
Cohen Klingenstein
New York
$1.81M – – –
WG
646
Welch Group
Alabama
$1.79M +$187K +1,800 +13%
PFM
647
Premier Fund Managers
United Kingdom
$1.78M – – –
SMC
648
Smith, Moore & Co
Missouri
$1.78M -$26.2K -252 -2%
FCCM
649
First City Capital Management
Georgia
$1.78M +$6.54K +63 +0.4%
MMPW
650
Mitchell McLeod Pugh & Williams
Alabama
$1.78M +$38.1K +367 +2%
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