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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
801
Forte Capital
New York
$538K +$8.41K +100 +2%
UBWV
802
United Bank (West Virginia)
West Virginia
$530K – – –
WSC
803
Wellington Shields & Co
New York
$529K -$83.6K -994 -14%
FBC
804
Fairfield, Bush & Co
Connecticut
$529K +$6.3K +75 +1%
CI
805
Capital International
California
$527K – – –
KC
806
Kingfisher Capital
North Carolina
$525K -$12.2K -145 -2%
FIB
807
First Interstate Bank
Montana
$524K -$39.5K -470 -7%
CS
808
Comerica Securities
Michigan
$518K +$49.5K +589 +11%
MHS
809
M Holdings Securities
Oregon
$514K +$104K +1,241 +25%
DWM
810
Darwin Wealth Management
Florida
$508K -$3.11K -37 -0.6%
LNC
811
Lincoln National Corp
Pennsylvania
$508K +$17.7K +211 +4%
KS
812
Karpas Strategies
Connecticut
$507K – – –
FHA
813
Flagship Harbor Advisors
Massachusetts
$506K +$22.9K +273 +5%
NB
814
NBT Bank
New York
$503K – – –
CIAN
815
Capstone Investment Advisors (Netherlands)
New York
$501K -$425K -5,051 -46%
PI
816
PineBridge Investments
New York
$500K +$502K +5,974 New
BSW
817
Buckingham Strategic Wealth
Missouri
$498K +$82.1K +977 +20%
BFC
818
Blue Fin Capital
Rhode Island
$494K -$8.41K -100 -2%
IB
819
Intrust Bank
Kansas
$493K -$13K -155 -3%
ADBIC
820
A.D. Beadell Investment Counsel
Wisconsin
$492K -$147K -1,747 -23%
AR
821
Advisory Research
Illinois
$492K -$4.2K -50 -0.8%
LIA
822
LBMC Investment Advisors
Tennessee
$483K +$3.7K +44 +0.8%
KWM
823
Kingsview Wealth Management
Oregon
$482K +$13K +155 +3%
BC
824
Burney Company
Virginia
$481K -$19.2K -228 -4%
ACI
825
Alpha Cubed Investments
California
$481K +$111K +1,316 +30%
31 32
33
34 35