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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
776
HighPoint Advisor Group
Illinois
$894K -$103K -1,255 -12%
SFS
777
Sowell Financial Services
Arkansas
$893K -$169K -2,055 -17%
B
778
Bellecapital
Switzerland
$891K -$75.7K -919 -8%
WT
779
Whittier Trust
California
$885K +$7.91K +96 +1%
MS
780
Madden Securities
Texas
$882K +$248K +3,006 +43%
HIS
781
Horizon Investment Services
Indiana
$872K -$102K -1,236 -11%
CFN
782
Cordasco Financial Network
Florida
$870K -$19.1K -232 -2%
PPSG
783
Princeton Portfolio Strategies Group
New Jersey
$870K -$15.4K -187 -2%
AA
784
Argent Advisors
Louisiana
$869K +$38.8K +471 +5%
BI
785
Ballast Inc
Kentucky
$859K -$27.4K -333 -3%
DWM
786
Doyle Wealth Management
Florida
$852K -$23.2K -281 -3%
LBD
787
Landsberg Bennett & Dubbaneh
Florida
$851K +$8K +97 +0.9%
KMWM
788
Keudell/Morrison Wealth Management
Oregon
$849K -$41.2K -500 -5%
RCAG
789
Rehmann Capital Advisory Group
Michigan
$848K -$14.8K -180 -2%
CICI
790
Capital Investment Counsel Inc
North Carolina
$846K +$56.8K +689 +8%
DFA
791
Delta Financial Advisors
Louisiana
$841K -$35.2K -427 -4%
HPC
792
Hobart Private Capital
North Carolina
$834K -$467K -5,670 -38%
SNT
793
Security National Trust
West Virginia
$832K -$93K -1,128 -11%
SIA
794
Soltis Investment Advisors
Utah
$829K +$99.4K +1,206 +15%
JWM
795
Jeppson Wealth Management
California
$828K +$771K +9,348 New
BB
796
Busey Bank
Illinois
$827K -$176K -2,130 -19%
DAM
797
Doheny Asset Management
California
$825K -$62.1K -754 -7%
CCM
798
Courage Capital Management
Tennessee
$824K +$767K +9,302 New
SWM
799
SeaCrest Wealth Management
New York
$822K -$9.15K -111 -1%
ARMC
800
American Research & Management Company
Massachusetts
$819K – – –
30 31
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