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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
726
NewEdge Wealth
Pennsylvania
$1.37M +$1.41M +12,820 New
TL
727
Tradewinds LLC
North Carolina
$1.37M +$1.41M +12,778 New
CG
728
Colony Group
Massachusetts
$1.36M -$6.56M -59,663 -82%
EWM
729
Evermay Wealth Management
Virginia
$1.36M -$118K -1,077 -8%
CWS
730
Confluence Wealth Services
Pennsylvania
$1.36M +$28K +255 +2%
CIP
731
Convergence Investment Partners
Florida
$1.36M +$13.4K +122 +1%
DT
732
Diversified Trust
Tennessee
$1.35M +$17.7K +161 +1%
EFS
733
Essex Financial Services
Connecticut
$1.35M -$118K -1,075 -8%
EI
734
Ethic Inc
New York
$1.35M +$544K +4,950 +65%
MHS
735
M Holdings Securities
Oregon
$1.34M -$173K -1,570 -11%
VCA
736
Verdence Capital Advisors
Maryland
$1.34M -$99.1K -901 -7%
LNWWM
737
Laird Norton Wetherby Wealth Management
California
$1.34M +$271K +2,468 +25%
FPCM
738
Financial Partners Capital Management
New York
$1.34M -$12.6K -115 -0.9%
AWM
739
Axxcess Wealth Management
California
$1.33M +$5.94K +54 +0.4%
JCM
740
Jacobi Capital Management
Pennsylvania
$1.33M +$75.4K +686 +6%
EM
741
Excalibur Management
Massachusetts
$1.33M -$517K -4,705 -27%
TI
742
Tidal Investments
Wisconsin
$1.33M +$275K +2,498 +25%
NFC
743
Northeast Financial Consultants
Connecticut
$1.33M -$11.9K -108 -0.9%
JWM
744
Jeppson Wealth Management
California
$1.32M +$198K +1,805 +17%
CAM
745
Cresset Asset Management
Illinois
$1.31M +$88K +800 +7%
GG
746
Gofen & Glossberg
Illinois
$1.31M +$22.3K +203 +2%
OPS
747
Orion Portfolio Solutions
Nebraska
$1.31M -$93.5K -850 -6%
LC
748
LCNB Corp
Ohio
$1.31M -$6.6K -60 -0.5%
LDFR
749
Lehman & Derafelo Financial Resources
Pennsylvania
$1.3M -$36.6K -333 -3%
PAMG
750
Patton Albertson Miller Group
Tennessee
$1.3M -$84.5K -768 -6%
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