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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
751
Vestmark Advisory Solutions
Massachusetts
$844K -$441K -4,799 -32%
WG
752
Welch Group
Alabama
$844K +$1.1K +12 +0.1%
DAS
753
Dynamic Advisor Solutions
Arizona
$844K +$67.2K +732 +8%
B
754
Bellecapital
Switzerland
$844K +$80.2K +873 +9%
TA
755
TCG Advisors
Texas
$843K -$25.6K -279 -3%
FNBTCON
756
First National Bank & Trust Co of Newtown
Pennsylvania
$842K -$25.5K -278 -3%
CBN
757
Cadence Bank NA
Texas
$839K – – –
AB
758
Atlas Brown
Kentucky
$836K +$64.4K +701 +7%
BS
759
Boenning & Scattergood
Pennsylvania
$835K -$21.6K -235 -2%
LC
760
LCNB Corp
Ohio
$835K +$108K +1,177 +13%
FTIOP
761
Fiduciary Trust International of Pennsylvania
Pennsylvania
$833K -$62.4K -679 -6%
WT
762
Whittier Trust
California
$832K -$38.8K -422 -4%
EH
763
Employers Holdings
Nevada
$831K -$145K -1,580 -13%
FFN
764
Focus Financial Network
Minnesota
$831K +$56.9K +619 +6%
DAM
765
Doheny Asset Management
California
$828K – – –
PPSG
766
Princeton Portfolio Strategies Group
New Jersey
$822K – – –
O
767
Ossiam
France
$814K -$5.83M -63,506 -86%
DWM
768
Doyle Wealth Management
Florida
$814K +$45.6K +496 +5%
KAS
769
Kemnay Advisory Services
New York
$812K +$923K +10,045 New
OPS
770
Orion Portfolio Solutions
Nebraska
$810K +$299K +3,257 +48%
9WM
771
9258 Wealth Management
Ohio
$806K -$34.1K -371 -4%
DFA
772
Delta Financial Advisors
Louisiana
$805K -$142K -1,543 -13%
LBD
773
Landsberg Bennett & Dubbaneh
Florida
$805K -$27.6K -301 -3%
CTA
774
Chesley Taft & Associates
Illinois
$804K +$27.6K +300 +3%
KMWM
775
Keudell/Morrison Wealth Management
Oregon
$803K -$94.2K -1,026 -9%
29 30
31
32 33