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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
801
Avantax Planning Partners
Iowa
$512K +$22.7K +285 +5%
DWM
802
Darwin Wealth Management
Florida
$501K -$1.03K -13 -0.2%
GI
803
Gradient Investments
Minnesota
$500K +$10.6K +133 +2%
MWAC
804
Mariner Wealth Advisors (Cincinnati)
Ohio
$499K +$8.51K +107 +2%
KS
805
Karpas Strategies
Connecticut
$498K – – –
BDF
806
Balasa Dinverno & Foltz
$498K +$16.9K +213 +4%
IB
807
Intrust Bank
Kansas
$496K -$5.88K -74 -1%
NB
808
NBT Bank
New York
$493K -$8.82K -111 -2%
BFC
809
Blue Fin Capital
Rhode Island
$493K – – –
VFM
810
Viking Fund Management
North Dakota
$492K +$477K +6,000 New
ACPU
811
Arrowgrass Capital Partners (US)
Delaware
$490K +$362K +4,558 +321%
CB
812
Community Bank
New York
$488K +$14.2K +179 +3%
BC
813
Burney Company
Virginia
$488K +$14.8K +186 +3%
AR
814
Advisory Research
Illinois
$487K -$21.7K -273 -4%
LCM
815
LVM Capital Management
Michigan
$487K – – –
FHA
816
Flagship Harbor Advisors
Massachusetts
$482K +$158K +1,986 +52%
LNC
817
Lincoln National Corp
Pennsylvania
$481K -$197K -2,475 -30%
DWM
818
Doyle Wealth Management
Florida
$478K +$463K +5,831 New
RWA
819
River Wealth Advisors
Pennsylvania
$472K -$25.7K -323 -5%
BHB
820
Bank Hapoalim BM
Israel
$472K -$5.96K -75 -1%
PAS
821
Park Avenue Securities
New York
$472K +$99.4K +1,251 +28%
LIA
822
LBMC Investment Advisors
Tennessee
$470K +$3.58K +45 +0.8%
CPSAC
823
Chas P. Smith & Associates (CPS)
Florida
$470K +$6.92K +87 +2%
DWM
824
Destination Wealth Management
California
$467K +$49.2K +619 +12%
FP
825
FDO Partners
Massachusetts
$463K -$1.44M -18,055 -76%
31 32
33
34 35