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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
726
Cerity Partners
New York
$708K +$686K +8,632 New
FFBTD
727
First Financial Bank - Trust Division
Ohio
$698K -$63.6K -800 -9%
SWM
728
Segment Wealth Management
Texas
$697K +$636 +8 +0.1%
DCM
729
Donaldson Capital Management
Indiana
$690K +$265K +3,340 +66%
BRM
730
Boston Research & Management
Massachusetts
$689K
WS
731
Wedbush Securities
California
$689K +$36.6K +460 +6%
CNBT
732
Canandaigua National Bank & Trust
New York
$689K +$49.9K +628 +8%
HI
733
Hudock Inc
Pennsylvania
$684K +$21.9K +276 +3%
CNC
734
Citizens & Northern Corp
Pennsylvania
$682K +$27.9K +351 +4%
RCAMU
735
Rothschild & Co Asset Management US
Connecticut
$680K -$93.1K -1,171 -12%
B
736
Bridgeworth
Alabama
$680K -$43.8K -551 -6%
SSB
737
Sandy Spring Bank
Maryland
$676K +$2.07K +26 +0.3%
LP
738
LMR Partners
United Kingdom
$674K +$653K +8,221 New
WIS
739
Wright Investors Service
Connecticut
$673K +$36.6K +460 +6%
OIA
740
Optimum Investment Advisors
Illinois
$672K +$26.2K +329 +4%
WIC
741
Whitegate Investment Counselors
New Hampshire
$671K +$15.8K +199 +2%
BT
742
Beacon Trust
New Jersey
$665K -$4.37K -55 -0.7%
CSM
743
CAMG Solamere Management
North Carolina
$665K +$1.11K +14 +0.2%
IWMPD
744
Integrated Wealth Management (Palm Desert)
California
$665K +$19.7K +248 +3%
RBC
745
Ronald Blue & Co
Georgia
$663K +$127K +1,597 +25%
SWM
746
SVA Wealth Management
Wisconsin
$662K +$159 +2 +0%
SACTSONJ
747
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$656K
FTIOP
748
Fiduciary Trust International of Pennsylvania
Pennsylvania
$654K -$27.3K -344 -4%
PAM
749
Premier Asset Management
Illinois
$653K -$38.5K -485 -6%
SFSG
750
Stearns Financial Services Group
North Carolina
$652K -$36.2K -456 -5%