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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
701
Dynamic Advisor Solutions
Arizona
$1.12M +$91.7K +991 +9%
MSA
702
Marino Stram & Associates
Massachusetts
$1.11M +$16.4K +177 +1%
GG
703
Gofen & Glossberg
Illinois
$1.11M -$29.4K -318 -3%
WRF
704
Waddell & Reed Financial
Kansas
$1.11M -$26M -281,553 -96%
SC
705
Sawyer & Company
Massachusetts
$1.11M -$6.01K -65 -0.5%
FWM
706
Frontier Wealth Management
Missouri
$1.11M -$4.63K -50 -0.4%
MSRPS
707
Maryland State Retirement & Pension System
Maryland
$1.11M +$1.1M +11,900 New
FT
708
Fiduciary Trust
Massachusetts
$1.11M -$1.57K -17 -0.1%
TNBTD
709
Trustmark National Bank Trust Department
Mississippi
$1.1M +$2.22K +24 +0.2%
TNB
710
TCF National Bank
South Dakota
$1.1M -$278 -3 -0%
WWM
711
Wolff Wiese Magana
California
$1.1M +$1.11M +11,982 New
SIA
712
Soltis Investment Advisors
Utah
$1.09M +$241K +2,600 +28%
IWM
713
IHT Wealth Management
Illinois
$1.09M +$267K +2,890 +32%
IBOK
714
Independence Bank of Kentucky
Kentucky
$1.09M -$60.9K -658 -5%
SC
715
Savant Capital
Illinois
$1.09M -$19.9K -215 -2%
WANY
716
Wealthspire Advisors (New York)
New York
$1.09M +$586K +6,337 +115%
WDG
717
Wealth Dimensions Group
Ohio
$1.08M +$1.09M +11,805 New
AFG
718
Albion Financial Group
Utah
$1.08M – – –
SM
719
Sciencast Management
New Jersey
$1.07M +$1.09M +11,751 New
EFS
720
Essex Financial Services
Connecticut
$1.06M -$38.3K -414 -3%
WT
721
Washington Trust
Rhode Island
$1.06M -$26.1K -282 -2%
CA
722
Capitolis Advisors
New York
$1.06M +$1.07M +11,564 New
1SB
723
1ST Source Bank
Indiana
$1.06M +$14.9K +161 +1%
CA
724
Cornerstone Advisory
Maryland
$1.05M -$73.2K -791 -6%
BRWA
725
B. Riley Wealth Advisors
Florida
$1.05M -$1.12M -12,096 -51%
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