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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
701
Oppenheimer Asset Management
New York
$1.04M +$30.6K +346 +3%
ACS
702
Archford Capital Strategies
Illinois
$1.04M -$28.7K -325 -3%
EWA
703
EP Wealth Advisors
California
$1.03M +$58.2K +658 +6%
SBWM
704
Sunflower Bank Wealth Management
Arizona
$1.03M -$51.7K -585 -5%
HB
705
Homrich & Berg
Georgia
$1.03M +$141K +1,592 +16%
CI
706
Conning Inc
Connecticut
$1.02M -$263K -2,976 -20%
HBT
707
Hills Bank & Trust
Iowa
$1.02M +$8.31K +94 +0.8%
WGA
708
Weather Gauge Advisory
Virginia
$1.02M +$11K +125 +1%
CAC
709
Certified Advisory Corp
Florida
$1.01M +$61.2K +692 +6%
DFA
710
Delta Financial Advisors
Louisiana
$1.01M +$1.01M +11,467 New
HAG
711
HighPoint Advisor Group
Illinois
$1M -$91.7K -1,037 -8%
IRF
712
IBM Retirement Fund
New York
$999K +$41.1K +465 +4%
CCM
713
Covington Capital Management
California
$992K -$4.42K -50 -0.4%
TTWM
714
TCV Trust & Wealth Management
Virginia
$988K -$354 -4 -0%
AIA
715
Arbor Investment Advisors
North Carolina
$978K -$7.25K -82 -0.7%
SNT
716
Security National Trust
West Virginia
$978K +$23.2K +263 +2%
NGA
717
Naples Global Advisors
Florida
$972K +$99.9K +1,130 +11%
GBT
718
Grove Bank & Trust
Florida
$966K +$5.39K +61 +0.6%
VCM
719
Violich Capital Management
California
$966K +$13.3K +150 +1%
CC
720
ClearArc Capital
Ohio
$959K -$115K -1,304 -11%
LNC
721
Lincoln National Corp
Pennsylvania
$956K +$107K +1,216 +13%
NB
722
Northwest Bancshares
Pennsylvania
$954K +$9.1K +103 +1%
PIA
723
Piedmont Investment Advisors
North Carolina
$950K -$86.4K -977 -8%
KMWM
724
Keudell/Morrison Wealth Management
Oregon
$948K -$31.9K -361 -3%
AAS
725
Avantax Advisory Services
Texas
$948K +$47.1K +533 +5%
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