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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
801
Hodges Capital Management
Texas
$663K +$8.56K +98 +1%
DWM
802
Darwin Wealth Management
Florida
$663K +$135K +1,546 +24%
CB
803
CNB Bank
Pennsylvania
$663K +$689K +7,889 New
FHC
804
First Heartland Consultants
Missouri
$660K +$257K +2,943 +60%
PFC
805
Phocas Financial Corp
California
$648K – – –
PAS
806
Park Avenue Securities
New York
$645K +$132K +1,516 +24%
GC
807
Grimes & Company
Massachusetts
$640K -$9.09K -104 -1%
CICI
808
Capital Investment Counsel Inc
North Carolina
$640K – – –
SWM
809
SeaCrest Wealth Management
New York
$640K +$665K +7,609 New
CT
810
Clearstead Trust
Maine
$639K +$11.1K +127 +2%
APA
811
American Portfolios Advisors
New York
$637K +$662K +7,579 New
BI
812
Ballast Inc
Kentucky
$637K +$662K +7,579 New
BCM
813
Boltwood Capital Management
California
$634K -$4.37K -50 -0.7%
KIA
814
KCM Investment Advisors
California
$634K -$1.49K -17 -0.2%
WA
815
Waverly Advisors
Alabama
$633K +$12.3K +141 +2%
TFS
816
TrustCore Financial Services
Tennessee
$630K +$654K +7,492 New
CAM
817
CenterStar Asset Management
Illinois
$619K – – –
GT
818
Greenleaf Trust
Michigan
$618K +$35.5K +406 +6%
BB
819
Busey Bank
Illinois
$615K +$55.7K +638 +10%
NIPH
820
NN Investment Partners Holdings
Netherlands
$614K – – –
SBWM
821
Sunflower Bank Wealth Management
Arizona
$614K +$637K +7,291 New
PAM
822
Premier Asset Management
Illinois
$613K -$30.6K -350 -5%
CCA
823
Checchi Capital Advisers
California
$607K +$11.4K +131 +2%
CK
824
Cohen Klingenstein
New York
$606K – – –
GAMC
825
Garner Asset Management Corp
Texas
$605K – – –
31 32
33
34 35