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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
701
First Financial Corp
Indiana
$886K -$1.77K -23 -0.2%
MFG
702
Merit Financial Group
Georgia
$885K +$23.8K +310 +3%
NFG
703
Next Financial Group
Texas
$885K +$74.8K +973 +10%
PCM
704
Prelude Capital Management
New York
$885K +$114K +1,484 +15%
GG
705
Gofen & Glossberg
Illinois
$884K -$67.6K -879 -7%
CAM
706
Carret Asset Management
New York
$882K – – –
TTWM
707
TCV Trust & Wealth Management
Virginia
$876K -$239K -3,109 -22%
CAC
708
Certified Advisory Corp
Florida
$874K +$6.54K +85 +0.8%
FT
709
Fiduciary Trust
Massachusetts
$873K -$37.7K -490 -4%
AF
710
Aldebaran Financial
$871K +$231 +3 +0%
NB
711
Northwest Bancshares
Pennsylvania
$864K +$2K +26 +0.2%
GLA
712
Good Life Advisors
Pennsylvania
$861K -$97.5K -1,268 -10%
GCA
713
Gideon Capital Advisors
New York
$857K +$518K +6,735 +164%
MRCM
714
M&R Capital Management
New Jersey
$855K – – –
VCM
715
Violich Capital Management
California
$853K – – –
CBN
716
Cadence Bank NA
Texas
$851K +$2.54K +33 +0.3%
MA
717
Montag & Associates
Georgia
$848K -$39K -507 -5%
HAG
718
HighPoint Advisor Group
Illinois
$841K -$615 -8 -0.1%
SFM
719
Signet Financial Management
New Jersey
$841K +$51.5K +670 +7%
RM
720
Resource Management
Louisiana
$837K +$27.1K +353 +3%
DAM
721
Doheny Asset Management
California
$836K -$25.6K -333 -3%
WIC
722
Whitegate Investment Counselors
New Hampshire
$828K – – –
SC
723
Savant Capital
Illinois
$827K -$769 -10 -0.1%
PL
724
Perpetual Ltd
Australia
$824K -$108K -1,400 -12%
SFG
725
Summit Financial Group
West Virginia
$823K -$285K -3,712 -26%
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29
30 31