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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
801
Laird Norton Wetherby Wealth Management
California
$744K +$113K +1,226 +15%
IWM
802
IHT Wealth Management
Illinois
$739K -$43.6K -475 -5%
GC
803
Grimes & Company
Massachusetts
$739K +$69.3K +754 +9%
WIC
804
Whitegate Investment Counselors
New Hampshire
$736K
CFN
805
Cordasco Financial Network
Florida
$736K +$320K +3,482 +62%
PSUF
806
People's United Financial
Connecticut
$734K -$72.7K -792 -8%
WCM
807
Washington Capital Management
Washington
$734K +$834K +9,075 New
B
808
Barings
North Carolina
$733K
DP
809
Dearborn Partners
Illinois
$731K +$39.4K +429 +5%
NB
810
Northwest Bancshares
Pennsylvania
$717K -$86.9K -946 -10%
FA
811
FDx Advisors
Illinois
$712K -$43.3K -471 -5%
Verition Fund Management
812
Verition Fund Management
Connecticut
$711K -$10.5M -114,210 -93%
WWM
813
Willingdon Wealth Management
North Carolina
$711K -$2.57M -28,007 -76%
GT
814
Glenview Trust
Kentucky
$708K -$46.5K -506 -5%
TFS
815
TrustCore Financial Services
Tennessee
$706K -$29K -316 -3%
BCM
816
BTR Capital Management
California
$703K -$12.9K -140 -2%
TTWM
817
TCV Trust & Wealth Management
Virginia
$702K -$34.9K -380 -4%
CCA
818
Checchi Capital Advisers
California
$696K +$36.2K +394 +5%
CS
819
Comerica Securities
Michigan
$692K -$27.1K -295 -3%
BWM
820
Buckley Wealth Management
Nevada
$688K -$45.9K -500 -6%
TC
821
TownSquare Capital
Utah
$687K +$235K +2,563 +45%
FWM
822
Frontier Wealth Management
Missouri
$685K +$70.3K +765 +10%
CC
823
Chicago Capital
Illinois
$675K
FIM
824
Fruth Investment Management
Texas
$669K -$7.26K -79 -0.9%
CSIC
825
Clifford Swan Investment Counsel
California
$666K