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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
751
Premier Asset Management
Illinois
$490K +$11.2K +159 +2%
Glenview Trust
752
Glenview Trust
Kentucky
$490K +$482K +6,859 New
CT
753
Coastline Trust
Rhode Island
$489K – – –
Homrich & Berg
754
Homrich & Berg
Georgia
$484K -$21.9K -311 -4%
NC
755
NewSquare Capital
Pennsylvania
$482K +$52.9K +752 +13%
Truepoint Inc
756
Truepoint Inc
Ohio
$477K +$470K +6,688 New
MAI Capital Management
757
MAI Capital Management
Ohio
$476K +$58.3K +829 +14%
FWM
758
Frontier Wealth Management
Missouri
$475K -$7.73K -110 -2%
AIA
759
Allegis Investment Advisors
Idaho
$473K +$466K +6,628 New
FTC
760
Farmers Trust Company
Ohio
$472K – – –
CI
761
Capital Innovations
Wisconsin
$460K -$23.9K -340 -5%
SRSA
762
S.R. Schill & Associates
Washington
$460K – – –
AR
763
Advisory Research
Illinois
$459K +$3.59K +51 +0.8%
PFSC
764
Peoples Financial Services Corp
Pennsylvania
$457K -$2.25K -32 -0.5%
NGA
765
Naples Global Advisors
Florida
$455K +$106K +1,509 +31%
Millennium Management
766
Millennium Management
New York
$452K +$445K +6,336 New
CT
767
Cambridge Trust
Massachusetts
$451K +$444K +6,315 New
Washington Trust
768
Washington Trust
Rhode Island
$448K +$19.1K +272 +5%
CCC
769
Chelsea Counsel Company
California
$446K -$13K -185 -3%
BTNA
770
Bremer Trust National Association
Minnesota
$445K +$80.9K +1,150 +23%
BFC
771
Blue Fin Capital
Rhode Island
$440K -$29.7K -423 -6%
WRM
772
Westport Resources Management
Connecticut
$440K -$17.6K -250 -4%
Simplicity Solutions
773
Simplicity Solutions
Minnesota
$439K +$432K +6,149 New
SI
774
SII Investments
Wisconsin
$438K -$449K -6,381 -51%
PL
775
Parkwood LLC
Ohio
$437K +$119K +1,689 +38%