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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
776
Boston Family Office
Massachusetts
$338K – – –
TIA
777
Tiemann Investment Advisors
California
$334K +$339K +4,843 New
FIM
778
Freedom Investment Management
Connecticut
$332K +$12.4K +177 +4%
CFA
779
Capstone Financial Advisors
Illinois
$332K +$337K +4,810 New
PP
780
Prudential plc
United Kingdom
$328K – – –
HF
781
Hoxton Financial
West Virginia
$328K +$8.96K +128 +3%
FHB
782
First Hawaiian Bank
Hawaii
$327K -$155K -2,213 -32%
PWM
783
Perigon Wealth Management
California
$327K +$333K +4,751 New
MWAC
784
Mariner Wealth Advisors (Cincinnati)
Ohio
$322K +$26K +371 +9%
BA
785
Bennicas & Associates
California
$321K -$48.9K -698 -13%
WEC
786
Winslow Evans & Crocker
Massachusetts
$319K +$323K +4,622 New
P
787
Pitcairn
Pennsylvania
$316K -$140 -2 -0%
FMWA
788
Forvis Mazars Wealth Advisors
Missouri
$314K +$9.52K +136 +3%
AL
789
Agran Libbie
California
$311K -$578K -8,264 -65%
PL
790
Perpetual Ltd
Australia
$311K +$105K +1,500 +50%
ST
791
Stifel Trust
Missouri
$310K -$7.42K -106 -2%
GIM
792
Goelzer Investment Management
Indiana
$307K +$312K +4,452 New
PHS
793
Pekin Hardy Strauss
Illinois
$306K -$11.6K -166 -4%
SCA
794
Stonebridge Capital Advisors
Minnesota
$304K +$309K +4,409 New
HH
795
Hilltop Holdings
Texas
$302K +$306K +4,367 New
NPIT
796
National Penn Investors Trust
Pennsylvania
$298K +$27K +386 +10%
LNC
797
Lincoln National Corp
Pennsylvania
$296K +$300K +4,284 New
STI
798
Susquehanna Trust & Investment
Pennsylvania
$294K – – –
DSC
799
Duncker Streett & Co
Missouri
$292K +$10.1K +145 +4%
CCMG
800
Clark Capital Management Group
Pennsylvania
$291K -$14.5K -207 -5%
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