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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
776
MassMutual Private Wealth & Trust
Connecticut
$355K +$213K +2,820 +143%
CPIG
777
Chicago Partners Investment Group
Illinois
$355K +$30.8K +407 +9%
RWA
778
River Wealth Advisors
Pennsylvania
$353K +$2.95K +39 +0.8%
CS
779
Credential Securities
$350K +$6.8K +90 +2%
HCM
780
Hall Capital Management
Rhode Island
$350K -$77.8K -1,030 -17%
IAMOG
781
Investors Asset Management of Georgia
Georgia
$350K -$3.78K -50 -1%
GD
782
Grandfield & Dodd
New York
$350K +$20K +264 +6%
NB
783
NBT Bank
New York
$349K +$111K +1,470 +42%
OCG
784
Opus Capital Group
Ohio
$348K – – –
OC
785
Oarsman Capital
Wisconsin
$347K +$22.7K +300 +7%
SEC
786
Seven Eight Capital
New York
$346K +$370K +4,900 New
AAC
787
Asset Advisors Corp
Georgia
$345K -$24.9K -330 -6%
BDF
788
Balasa Dinverno & Foltz
$344K +$25.9K +343 +8%
GSBTD
789
Glenview State Bank Trust Department
Illinois
$337K – – –
PAIA
790
Park Avenue Institutional Advisers
New York
$337K +$361K +4,772 New
RC
791
RegentAtlantic Capital
New Jersey
$336K -$6.42K -85 -2%
KWMG
792
King Wealth Management Group
Florida
$336K – – –
BAM
793
Berkshire Asset Management
Pennsylvania
$335K – – –
AB
794
AT Bancorp
Iowa
$332K -$6.73K -89 -2%
OA
795
Outfitter Advisors
Virginia
$330K – – –
WEC
796
Winslow Evans & Crocker
Massachusetts
$328K +$2.27K +30 +0.6%
RWA
797
Ropes Wealth Advisors
Massachusetts
$326K -$31.9K -422 -8%
BSB
798
Bangor Savings Bank
Maine
$323K +$4.31K +57 +1%
AHC
799
Adell Harriman & Carpenter
Texas
$322K +$345K +4,566 New
AWA
800
AmeriServ Wealth Advisors
Pennsylvania
$322K -$16.4K -217 -5%
30 31
32
33 34