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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
801
Wedmont Private Capital
Pennsylvania
$2.16M +$128K +1,015 +6%
LOAMS
802
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.15M +$315K +2,500 +17%
MWM
803
Modern Wealth Management
Kansas
$2.15M +$280K +2,220 +15%
CC
804
Courier Capital
New York
$2.14M -$21.2K -168 -1%
CFM
805
Compass Financial Management
Florida
$2.14M +$2.13M +16,907 New
MWM
806
Mission Wealth Management
California
$2.14M +$241K +1,914 +13%
AW
807
Alaethes Wealth
Nevada
$2.13M +$5.42K +43 +0.3%
CNBT
808
Canandaigua National Bank & Trust
New York
$2.13M +$2.12M +16,828 New
GIC
809
Generali Investments CEE
Czech Republic
$2.13M – – –
CPIA
810
Cornell Pochily Investment Advisors
New York
$2.12M -$23.1K -183 -1%
GAFA
811
Garton & Associates Financial Advisors
Kentucky
$2.12M +$93K +737 +5%
SAI
812
Savvy Advisors Inc
New York
$2.12M +$248K +1,966 +13%
BS
813
Banco Santander
Spain
$2.12M +$462K +3,660 +28%
CCWA
814
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M +$174K +1,377 +9%
SRA
815
Secured Retirement Advisors
Minnesota
$2.07M +$2.07M +16,380 New
SMC
816
Smith, Moore & Co
Missouri
$2.07M -$19.8K -157 -0.9%
BSA
817
Bull Street Advisors
Georgia
$2.07M +$221K +1,750 +12%
VFA
818
Valeo Financial Advisors
Indiana
$2.07M -$403K -3,194 -16%
PCM
819
Parsons Capital Management
Rhode Island
$2.06M -$5.24M -41,535 -72%
HWMO
820
Heritage Wealth Management (Ohio)
Ohio
$2.05M +$378 +3 +0%
CK
821
Cohen Klingenstein
New York
$2.05M – – –
OCM
822
Orleans Capital Management
Louisiana
$2.05M -$12.6K -100 -0.6%
PMIA
823
Patrick Mauro Investment Advisor
Illinois
$2.05M +$26.7K +212 +1%
MB
824
MidFirst Bank
Oklahoma
$2.05M +$41.6K +330 +2%
IIM
825
Ipswich Investment Management
Massachusetts
$2.03M -$86.7K -687 -4%
31 32
33
34 35