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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
651
Markowski Investments
Florida
$3.4M +$3.39M +26,866 New
HCM
652
Hall Capital Management
Rhode Island
$3.36M +$94.1K +746 +3%
SFS
653
Stiles Financial Services
Minnesota
$3.35M -$6.69K -53 -0.2%
MWM
654
Meridian Wealth Management
Kentucky
$3.35M +$140K +1,112 +4%
LCM
655
Logan Capital Management
Pennsylvania
$3.28M +$3.27M +25,912 New
SAM
656
Smartleaf Asset Management
Massachusetts
$3.28M – – –
MWM
657
Moran Wealth Management
Florida
$3.27M -$20.1K -159 -0.6%
TNBTD
658
Trustmark National Bank Trust Department
Mississippi
$3.27M -$32.4K -257 -1%
GI
659
GAMMA Investing
California
$3.25M +$227K +1,802 +8%
CA
660
Commerzbank Aktiengesellschaft
Germany
$3.24M -$6.09M -48,314 -65%
TWC
661
TD Waterhouse Canada
Ontario, Canada
$3.23M -$139K -1,105 -4%
NGA
662
Naples Global Advisors
Florida
$3.22M -$57.5K -456 -2%
RP
663
Rowlandmiller & Partners
Georgia
$3.19M -$1.77K -14 -0.1%
APC
664
Aspire Private Capital
North Carolina
$3.17M +$252 +2 +0%
NMIMC
665
Northwestern Mutual Investment Management Company
Wisconsin
$3.16M +$14.1K +112 +0.5%
LFIA
666
Legacy Financial Independent Advisors
Kentucky
$3.14M -$2.96M -23,496 -49%
HIP
667
HUB Investment Partners
Texas
$3.13M +$190K +1,510 +7%
MWA
668
MFA Wealth Advisors
Pennsylvania
$3.12M +$457K +3,621 +17%
RCA
669
Ranch Capital Advisors
Florida
$3.12M +$265K +2,097 +9%
WSFS
670
Wilmington Savings Fund Society
Delaware
$3.11M -$194K -1,534 -6%
FSA
671
Franklin Street Advisors
North Carolina
$3.09M -$180K -1,429 -6%
PA
672
Profund Advisors
Maryland
$3.09M -$267K -2,120 -8%
PGF
673
Plan Group Financial
Oklahoma
$3.08M +$406K +3,222 +15%
FB
674
Fulton Bank
Pennsylvania
$3.08M -$15.4K -122 -0.5%
CIM
675
Corda Investment Management
Texas
$3.06M +$3.05M +24,168 New
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