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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
676
Mitchell McLeod Pugh & Williams
Alabama
$723K +$698K +8,652 New
TC
677
Taylor Cottrill
New Hampshire
$722K – – –
CCS
678
Crosspoint Capital Strategies
California
$722K +$668K +8,280 +2,294%
B
679
BancorpSouth
Mississippi
$721K -$1.29K -16 -0.2%
OIA
680
Optimum Investment Advisors
Illinois
$719K +$659K +8,177 +94%
AIA
681
Arbor Investment Advisors
North Carolina
$717K -$37.8K -469 -5%
SFSG
682
Stearns Financial Services Group
North Carolina
$717K +$18K +223 +3%
GA
683
Geneva Advisors
Illinois
$710K -$4.52K -56 -0.7%
LCM
684
LVM Capital Management
Michigan
$710K – – –
ST
685
Smithfield Trust
Pennsylvania
$710K +$28K +347 +4%
SC
686
Sculptor Capital
New York
$710K +$685K +8,500 New
SSWM
687
Sheets Smith Wealth Management
North Carolina
$709K +$35.4K +439 +5%
AP
688
Advisor Partners
California
$703K +$679K +8,418 New
DP
689
Dearborn Partners
Illinois
$702K -$21.7K -269 -3%
WCM
690
Wisconsin Capital Management
Wisconsin
$702K – – –
CSIC
691
Clifford Swan Investment Counsel
California
$699K -$43.2K -536 -6%
CCFCSB
692
Cape Cod Five Cents Savings Bank
Massachusetts
$695K -$3.95K -49 -0.6%
FHC
693
First Houston Capital
Texas
$693K +$169K +2,100 +34%
MA
694
MCF Advisors
Kentucky
$690K -$39.1K -485 -6%
SI
695
SII Investments
Wisconsin
$686K -$81 -1 -0%
NAMA
696
Nikko Asset Management Americas
New York
$681K +$226K +2,800 +53%
SBH
697
Segall Bryant & Hamill
Illinois
$676K -$15.2K -188 -2%
BHWM
698
Bar Harbor Wealth Management
New Hampshire
$672K -$1.69K -21 -0.3%
HI
699
Hudock Inc
Pennsylvania
$671K +$1.77K +22 +0.3%
SACTSONJ
700
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$668K – – –
26 27
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29 30