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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
751
LVM Capital Management
Michigan
$597K -$62.8K -830 -10%
FWP
752
FAS Wealth Partners
Kansas
$595K +$31.7K +419 +6%
GC
753
Grimes & Company
Massachusetts
$594K +$681 +9 +0.1%
RBC
754
Ronald Blue & Co
Georgia
$594K +$265K +3,507 +91%
PAM
755
Premier Asset Management
Illinois
$588K +$32.2K +425 +6%
SBH
756
Segall Bryant & Hamill
Illinois
$586K – – –
BUB
757
BBVA USA Bancshares
Texas
$586K +$337K +4,454 +158%
CK
758
Cohen Klingenstein
New York
$581K – – –
SMC
759
Smith, Moore & Co
Missouri
$580K +$10.4K +137 +2%
AIM
760
Aspen Investment Management
Michigan
$579K – – –
PL
761
Parkwood LLC
Ohio
$579K +$80.1K +1,058 +17%
CNC
762
Citizens & Northern Corp
Pennsylvania
$579K +$225K +2,970 +71%
FAM
763
Formidable Asset Management
Ohio
$577K +$337K +4,458 +145%
BCM
764
Boltwood Capital Management
California
$572K – – –
FWM
765
Frontier Wealth Management
Missouri
$566K +$26.6K +352 +5%
GL
766
GLG LLC
New York
$564K -$388K -5,122 -42%
SC
767
Schulhoff & Co
Ohio
$562K – – –
HB
768
Homrich & Berg
Georgia
$556K +$8.7K +115 +2%
AI
769
Atria Investments
North Carolina
$553K +$519K +6,854 New
EHWM
770
Eads & Heald Wealth Management
Georgia
$552K +$57.1K +754 +12%
IB
771
Intrust Bank
Kansas
$548K -$13.2K -174 -3%
SRSA
772
S.R. Schill & Associates
Washington
$547K +$25.7K +340 +5%
LNWWM
773
Laird Norton Wetherby Wealth Management
California
$544K -$31.8K -420 -6%
FTC
774
Farmers Trust Company
Ohio
$542K +$7.26K +96 +1%
MCM
775
MAI Capital Management
Ohio
$538K – – –
29 30
31
32 33