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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
726
Girard Partners
Pennsylvania
$743K +$101K +1,196 +16%
WAM
727
Wealthspire Advisors (Maryland)
Maryland
$741K +$210K +2,498 +39%
ARMC
728
American Research & Management Company
Massachusetts
$738K -$8.41K -100 -1%
DTL
729
Dynamic Technology Lab
Singapore
$738K +$742K +8,829 New
B
730
Bridgeworth
Alabama
$737K +$49.4K +588 +7%
CSIC
731
Clifford Swan Investment Counsel
California
$735K -$12.7K -151 -2%
DSC
732
Duncker Streett & Co
Missouri
$734K -$105K -1,251 -12%
QI
733
Quotient Investors
New York
$732K -$42K -500 -5%
1IA
734
1834 Investment Advisors
Wisconsin
$729K -$252K -3,000 -26%
SSB
735
Sandy Spring Bank
Maryland
$729K +$40.8K +485 +6%
CFP
736
Cornerstone Financial Partners
North Carolina
$725K -$46.3K -551 -6%
PP
737
Prudential plc
United Kingdom
$723K – – –
OIA
738
Optimum Investment Advisors
Illinois
$721K +$35.6K +424 +5%
DCM
739
Donaldson Capital Management
Indiana
$720K +$16.8K +200 +2%
HAM
740
Highstreet Asset Management
Ontario, Canada
$720K +$723K +8,604 New
APP
741
Avantax Planning Partners
Iowa
$717K +$196K +2,335 +37%
BRM
742
Boston Research & Management
Massachusetts
$702K – – –
HI
743
Hudock Inc
Pennsylvania
$699K +$2.02K +24 +0.3%
CSM
744
CAMG Solamere Management
North Carolina
$690K +$6.81K +81 +1%
CNC
745
Citizens & Northern Corp
Pennsylvania
$688K -$7.65K -91 -1%
SLF
746
Sun Life Financial
Ontario, Canada
$687K +$667K +7,933 +2,803%
WIC
747
Whitegate Investment Counselors
New Hampshire
$684K – – –
RCAMU
748
Rothschild & Co Asset Management US
Connecticut
$681K -$11.9K -141 -2%
LNWWM
749
Laird Norton Wetherby Wealth Management
California
$677K +$46.5K +553 +7%
CNBT
750
Canandaigua National Bank & Trust
New York
$676K -$27.7K -329 -4%
28 29
30
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