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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
T
776
Thomaspartners
Massachusetts
$343K +$4.69K +67 +1%
RMCM
777
Reynders McVeigh Capital Management
Massachusetts
$342K -$22.1K -316 -6%
CFS
778
Community Financial System
New York
$341K – – –
JC
779
Jacobs & Co
California
$338K -$195K -2,782 -36%
BFO
780
Boston Family Office
Massachusetts
$338K – – –
TIA
781
Tiemann Investment Advisors
California
$334K +$339K +4,843 New
FIM
782
Freedom Investment Management
Connecticut
$332K +$12.4K +177 +4%
CFA
783
Capstone Financial Advisors
Illinois
$332K +$337K +4,810 New
PP
784
Prudential plc
United Kingdom
$328K – – –
HF
785
Hoxton Financial
West Virginia
$328K +$8.96K +128 +3%
FHB
786
First Hawaiian Bank
Hawaii
$327K -$155K -2,213 -32%
PWM
787
Perigon Wealth Management
California
$327K +$333K +4,751 New
MWAC
788
Mariner Wealth Advisors (Cincinnati)
Ohio
$322K +$26K +371 +9%
BA
789
Bennicas & Associates
California
$321K -$48.9K -698 -13%
WEC
790
Winslow Evans & Crocker
Massachusetts
$319K +$323K +4,622 New
P
791
Pitcairn
Pennsylvania
$316K -$140 -2 -0%
FMWA
792
Forvis Mazars Wealth Advisors
Missouri
$314K +$9.52K +136 +3%
AL
793
Agran Libbie
California
$311K -$578K -8,264 -65%
PL
794
Perpetual Ltd
Australia
$311K +$105K +1,500 +50%
ST
795
Stifel Trust
Missouri
$310K -$7.42K -106 -2%
GIM
796
Goelzer Investment Management
Indiana
$307K +$312K +4,452 New
PHS
797
Pekin Hardy Strauss
Illinois
$306K -$11.6K -166 -4%
SCA
798
Stonebridge Capital Advisors
Minnesota
$304K +$309K +4,409 New
HH
799
Hilltop Holdings
Texas
$302K +$306K +4,367 New
NPIT
800
National Penn Investors Trust
Pennsylvania
$298K +$27K +386 +10%
30 31
32
33 34