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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Mission Wealth Management
California
$1.43M +$317K +3,486 +31%
HH
727
Hilltop Holdings
Texas
$1.43M -$109K -1,199 -8%
NSEDCP
728
NJ State Employees Deferred Compensation Plan
New Jersey
$1.43M – – –
CWG
729
Cornerstone Wealth Group
North Carolina
$1.43M +$193K +2,117 +17%
YIH
730
Y-Intercept (HK)
Hong Kong
$1.42M +$1.33M +14,630 New
SIM
731
Studio Investment Management
Illinois
$1.41M -$455 -5 -0%
DCM
732
Donaldson Capital Management
Indiana
$1.41M -$25.1K -276 -2%
CCT
733
Chemung Canal Trust
New York
$1.41M +$10.3K +113 +0.8%
RFA
734
ROI Financial Advisors
Oregon
$1.4M +$1.31M +14,411 New
JCM
735
Jacobi Capital Management
Pennsylvania
$1.4M +$40.3K +443 +3%
NAM
736
NTV Asset Management
West Virginia
$1.39M -$234K -2,572 -15%
MIM
737
MTM Investment Management
South Carolina
$1.39M -$25.1K -276 -2%
PPW
738
Parcion Private Wealth
Washington
$1.39M – – –
HI
739
Horizon Investments
North Carolina
$1.39M +$815K +8,958 +168%
ZIC
740
ZWJ Investment Counsel
Georgia
$1.38M -$29.6K -325 -2%
WDG
741
Wealth Dimensions Group
Ohio
$1.38M -$26.9K -296 -2%
PTC
742
Private Trust Company
Ohio
$1.38M +$13.9K +153 +1%
IF
743
Intrua Financial
Texas
$1.38M +$347K +3,811 +37%
SOS
744
Silver Oak Securities
Tennessee
$1.35M +$210K +2,311 +20%
ACM
745
AlphaStar Capital Management
North Carolina
$1.34M +$392K +4,309 +45%
B
746
Bellecapital
Switzerland
$1.34M -$243K -2,671 -16%
SBIA
747
Sheaff Brock Investment Advisors
Indiana
$1.34M +$5.28K +58 +0.4%
TCOV
748
Trust Company of Vermont
Vermont
$1.34M -$358K -3,937 -22%
CCM
749
Channing Capital Management
Illinois
$1.33M +$1.25M +13,732 New
HFM
750
Hartford Funds Management
Pennsylvania
$1.33M +$295K +3,247 +31%
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