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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IH
776
IFC Holdings
Florida
$379K +$70.2K +976 +23%
PAM
777
Premier Asset Management
Illinois
$375K – – –
TSW
778
Thompson Siegel & Walmsley
Virginia
$372K -$150K -2,083 -29%
HCMT
779
Highland Capital Management (Tennessee)
Tennessee
$372K – – –
IIM
780
Intact Investment Management
Quebec, Canada
$371K – – –
PL
781
Perpetual Ltd
Australia
$371K +$71.9K +1,000 +25%
AWA
782
AmeriServ Wealth Advisors
Pennsylvania
$370K -$3.96K -55 -1%
SCA
783
Stonebridge Capital Advisors
Minnesota
$367K +$20.9K +290 +6%
MWR
784
McAdams Wright Ragen
Washington
$364K -$14K -194 -4%
TIA
785
Tiemann Investment Advisors
California
$363K +$6.62K +92 +2%
CFS
786
Community Financial System
New York
$360K -$6.26K -87 -2%
MWAC
787
Mariner Wealth Advisors (Cincinnati)
Ohio
$357K +$10.8K +150 +3%
MPWT
788
MassMutual Private Wealth & Trust
Connecticut
$355K +$17.8K +247 +5%
KWMG
789
King Wealth Management Group
Florida
$355K -$1.01K -14 -0.3%
PP
790
Prudential plc
United Kingdom
$353K – – –
OA
791
Outfitter Advisors
Virginia
$344K -$2.37K -33 -0.7%
BONST
792
Bank of Nova Scotia Trust
Ontario, Canada
$341K +$66.5K +925 +25%
MCM
793
MAI Capital Management
Ohio
$339K +$329K +4,575 New
CAM
794
CG Asset Management
New York
$334K -$252K -3,500 -44%
OC
795
Oarsman Capital
Wisconsin
$331K +$44.4K +617 +16%
AW
796
ACG Wealth
Georgia
$327K -$64.1K -891 -17%
BA
797
Bennicas & Associates
California
$327K – – –
HKIM
798
Hayek Kallen Investment Management
Alabama
$327K +$17.8K +247 +6%
HCM
799
Hollencrest Capital Management
California
$326K -$8.63K -120 -3%
HIM
800
Hillsdale Investment Management
Ontario, Canada
$326K +$7.19K +100 +2%
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