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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
801
Doheny Asset Management
California
$880K – – –
APG
802
Abacus Planning Group
South Carolina
$879K – – –
IWC
803
Integrated Wealth Concepts
Massachusetts
$879K +$191K +1,906 +27%
KMWM
804
Keudell/Morrison Wealth Management
Oregon
$877K – – –
AWCI
805
Alpine Woods Capital Investors
New York
$875K -$112K -1,116 -11%
EF
806
Empirical Finance
Pennsylvania
$874K +$147K +1,462 +20%
CTA
807
Chesley Taft & Associates
Illinois
$873K +$97.9K +975 +12%
AC
808
Allstate Corporation
Illinois
$872K -$185K -1,838 -17%
CAG
809
Crestwood Advisors Group
Massachusetts
$871K +$72.2K +719 +9%
SNT
810
Security National Trust
West Virginia
$870K +$43.9K +437 +5%
CC
811
Chicago Capital
Illinois
$869K +$45.2K +450 +5%
TFS
812
TrustCore Financial Services
Tennessee
$868K +$26.7K +266 +3%
FWP
813
FAS Wealth Partners
Kansas
$868K +$151K +1,505 +21%
FPFS
814
First Personal Financial Services
North Carolina
$864K +$16.7K +166 +2%
SC
815
Scotia Capital
Ontario, Canada
$858K -$235K -2,338 -21%
AA
816
Argent Advisors
Louisiana
$856K +$50.2K +500 +6%
GTCM
817
Gyon Technologies Capital Management
New Jersey
$853K -$185K -1,843 -18%
AWM
818
Apollon Wealth Management
South Carolina
$852K -$37.5K -373 -4%
HPC
819
HM Payson & Co
Maine
$850K -$83.9K -835 -9%
9WM
820
9258 Wealth Management
Ohio
$850K +$31.6K +315 +4%
MWM
821
Meridian Wealth Management
Kentucky
$849K +$286K +2,844 +49%
SCI
822
Stableford Capital II
Arizona
$848K +$22.9K +228 +3%
CFD
823
Creative Financial Designs
Indiana
$846K +$77.1K +767 +10%
BFO
824
Biltmore Family Office
North Carolina
$845K -$23.7K -236 -3%
ARMC
825
American Research & Management Company
Massachusetts
$844K -$10K -100 -1%
31 32
33
34 35