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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
751
Sawyer & Company
Massachusetts
$1.24M – – –
WDG
752
Wealth Dimensions Group
Ohio
$1.23M -$15.8K -156 -1%
JCM
753
Jacobi Capital Management
Pennsylvania
$1.23M +$56.7K +559 +5%
LDFR
754
Lehman & Derafelo Financial Resources
Pennsylvania
$1.23M – – –
GWM
755
GSB Wealth Management
Connecticut
$1.22M +$219K +2,159 +23%
AB
756
Atlas Brown
Kentucky
$1.22M +$34.6K +341 +3%
AIP
757
Ameritas Investment Partners
Nebraska
$1.22M -$51.3K -506 -4%
TPA
758
Trivium Point Advisory
Connecticut
$1.21M -$21.3K -210 -2%
AWM
759
Altium Wealth Management
New York
$1.21M +$36.1K +356 +3%
CL
760
Choreo LLC
Illinois
$1.2M -$120K -1,186 -9%
PAMP
761
Polar Asset Management Partners
Ontario, Canada
$1.2M +$11.7K +115 +1%
BFO
762
Biltmore Family Office
North Carolina
$1.2M +$296K +2,921 +34%
BS
763
Boenning & Scattergood
Pennsylvania
$1.2M +$27.7K +273 +2%
CICI
764
Capital Investment Counsel Inc
North Carolina
$1.2M +$42.3K +417 +4%
GCWM
765
Graham Capital Wealth Management
District of Columbia
$1.19M +$1.17M +11,511 New
LC
766
LCNB Corp
Ohio
$1.19M – – –
RB
767
Rodgers Brothers
Pennsylvania
$1.18M – – –
SFA
768
Souders Financial Advisors
Ohio
$1.18M +$56.9K +561 +5%
MFP
769
Meridian Financial Partners
Virginia
$1.17M +$68.9K +680 +6%
AG
770
AIA Group
Hong Kong
$1.16M +$1.12M +11,076 New
UBV
771
United Bank (Virginia)
Virginia
$1.16M -$44.1K -435 -4%
AWA
772
Arete Wealth Advisors
Illinois
$1.16M +$48K +473 +4%
NCM
773
Novare Capital Management
North Carolina
$1.15M +$622K +6,139 +127%
WWMSC
774
Wagner Wealth Management (South Carolina)
South Carolina
$1.15M +$139K +1,373 +14%
ACM
775
Allred Capital Management
Texas
$1.15M +$304 +3 +0%
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