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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CIMLRA
726
CBRE Investment Management Listed Real Assets
Pennsylvania
$662K +$621K +8,200 New
BKBG
727
BHF Kleinwort Benson Group
Belgium
$659K +$618K +8,173 New
CCFCSB
728
Cape Cod Five Cents Savings Bank
Massachusetts
$654K +$5.75K +76 +0.9%
SFSG
729
Stearns Financial Services Group
North Carolina
$653K +$7.79K +103 +1%
IP
730
Investment Partners
Ohio
$648K +$687K +9,077 New
AIA
731
Arbor Investment Advisors
North Carolina
$647K -$6.43K -85 -1%
SACTSONJ
732
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$645K
WSC
733
Wellington Shields & Co
New York
$643K +$454 +6 +0.1%
CCA
734
Checchi Capital Advisers
California
$636K +$57.1K +754 +11%
WIC
735
Wilkins Investment Counsel
Massachusetts
$630K
Connor, Clark & Lunn Investment Management (CC&L)
736
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$629K +$590K +7,800 New
ASN
737
Advisory Services Network
Georgia
$623K +$218K +2,884 +60%
AFG
738
Albion Financial Group
Utah
$622K
LH
739
Lebenthal Holdings
New York
$621K -$70.1K -926 -11%
W
740
Wealthfront
California
$616K +$283K +3,739 +96%
BAM
741
Bruderman Asset Management
New York
$613K +$31.3K +413 +6%
PFSC
742
Peoples Financial Services Corp
Pennsylvania
$613K +$91.1K +1,204 +19%
MWAC
743
Mariner Wealth Advisors (Cincinnati)
Ohio
$613K +$137K +1,816 +31%
BHWM
744
Bar Harbor Wealth Management
New Hampshire
$612K -$16K -211 -3%
LCM
745
LVM Capital Management
Michigan
$597K -$62.8K -830 -10%
FWP
746
FAS Wealth Partners
Kansas
$595K +$31.7K +419 +6%
GC
747
Grimes & Company
Massachusetts
$594K +$681 +9 +0.1%
RBC
748
Ronald Blue & Co
Georgia
$594K +$265K +3,507 +91%
PAM
749
Premier Asset Management
Illinois
$588K +$32.2K +425 +6%
SBH
750
Segall Bryant & Hamill
Illinois
$586K