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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
UBWV
801
United Bank (West Virginia)
West Virginia
$530K – – –
WSC
802
Wellington Shields & Co
New York
$529K -$83.6K -994 -14%
FBC
803
Fairfield, Bush & Co
Connecticut
$529K +$6.3K +75 +1%
CI
804
Capital International
California
$527K – – –
KC
805
Kingfisher Capital
North Carolina
$525K -$12.2K -145 -2%
FIB
806
First Interstate Bank
Montana
$524K -$39.5K -470 -7%
CS
807
Comerica Securities
Michigan
$518K +$49.5K +589 +11%
MHS
808
M Holdings Securities
Oregon
$514K +$104K +1,241 +25%
DWM
809
Darwin Wealth Management
Florida
$508K -$3.11K -37 -0.6%
LNC
810
Lincoln National Corp
Pennsylvania
$508K +$17.7K +211 +4%
KS
811
Karpas Strategies
Connecticut
$507K – – –
FHA
812
Flagship Harbor Advisors
Massachusetts
$506K +$22.9K +273 +5%
NB
813
NBT Bank
New York
$503K – – –
CIAN
814
Capstone Investment Advisors (Netherlands)
New York
$501K -$425K -5,051 -46%
PI
815
PineBridge Investments
New York
$500K +$502K +5,974 New
BSW
816
Buckingham Strategic Wealth
Missouri
$498K +$82.1K +977 +20%
BFC
817
Blue Fin Capital
Rhode Island
$494K -$8.41K -100 -2%
IB
818
Intrust Bank
Kansas
$493K -$13K -155 -3%
ADBIC
819
A.D. Beadell Investment Counsel
Wisconsin
$492K -$147K -1,747 -23%
AR
820
Advisory Research
Illinois
$492K -$4.2K -50 -0.8%
LIA
821
LBMC Investment Advisors
Tennessee
$483K +$3.7K +44 +0.8%
KWM
822
Kingsview Wealth Management
Oregon
$482K +$13K +155 +3%
BC
823
Burney Company
Virginia
$481K -$19.2K -228 -4%
ACI
824
Alpha Cubed Investments
California
$481K +$111K +1,316 +30%
DWM
825
Doyle Wealth Management
Florida
$476K -$11.9K -141 -2%
31 32
33
34 35