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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
726
Sandy Spring Bank
Maryland
$709K -$7.11K -83 -1%
OIA
727
Optimum Investment Advisors
Illinois
$707K -$17K -198 -2%
SCI
728
Stableford Capital II
Arizona
$706K +$59.4K +694 +9%
BRM
729
Boston Research & Management
Massachusetts
$705K – – –
CAG
730
Csenge Advisory Group
Florida
$703K +$717K +8,379 New
CNC
731
Citizens & Northern Corp
Pennsylvania
$700K +$9.85K +115 +1%
CSM
732
CAMG Solamere Management
North Carolina
$693K – – –
KWM
733
Kingsview Wealth Management
Oregon
$689K +$210K +2,451 +42%
DCM
734
Donaldson Capital Management
Indiana
$688K -$35.8K -418 -5%
1IA
735
1834 Investment Advisors
Wisconsin
$687K -$46.4K -542 -6%
LNWWM
736
Laird Norton Wetherby Wealth Management
California
$686K +$7.02K +82 +1%
AW
737
ACG Wealth
Georgia
$685K -$239K -2,797 -26%
CNBT
738
Canandaigua National Bank & Trust
New York
$676K -$2.57K -30 -0.4%
BDF
739
Balasa Dinverno & Foltz
$673K +$109K +1,272 +19%
SACTSONJ
740
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$671K – – –
SWM
741
SVA Wealth Management
Wisconsin
$671K +$9.59K +112 +1%
MHS
742
M Holdings Securities
Oregon
$668K +$155K +1,816 +30%
WIC
743
Whitegate Investment Counselors
New Hampshire
$666K -$21.4K -250 -3%
LOAME
744
Lombard Odier Asset Management (Europe)
United Kingdom
$662K – – –
SXL
745
Summit X LLC
Missouri
$662K +$27.5K +321 +4%
SC
746
Schulhoff & Co
Ohio
$660K – – –
FBT
747
First Bankers Trust
Kentucky
$660K +$64.2K +750 +11%
HCM
748
Hodges Capital Management
Texas
$653K +$57.8K +675 +10%
PCMI
749
Princeton Capital Management Inc
New Jersey
$650K +$180K +2,103 +37%
WAM
750
Wealthspire Advisors (Maryland)
Maryland
$649K -$97.5K -1,139 -13%
28 29
30
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