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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
801
Blue Trust Inc
Georgia
$1.15M +$1.13M +10,253 New
AWA
802
AmeriServ Wealth Advisors
Pennsylvania
$1.14M -$129K -1,175 -10%
KIA
803
KCM Investment Advisors
California
$1.14M +$122K +1,107 +12%
ADL
804
Asset Dedication LLC
California
$1.14M +$121K +1,101 +12%
SJIA
805
St. James Investment Advisors
New York
$1.14M -$3.07M -27,932 -73%
SWM
806
SeaCrest Wealth Management
New York
$1.14M +$55.4K +504 +5%
DBRC
807
D.B. Root & Company
Pennsylvania
$1.13M +$28K +255 +2%
GWA
808
Gibson Wealth Advisors
Texas
$1.13M – – –
JC
809
JB Capital
Connecticut
$1.12M +$63.8K +580 +6%
IWC
810
Integrated Wealth Concepts
Massachusetts
$1.12M +$44.9K +408 +4%
ACM
811
Allred Capital Management
Texas
$1.11M -$55.3K -503 -5%
BCA
812
Bay Colony Advisors
Massachusetts
$1.11M -$137K -1,243 -11%
FFN
813
Focus Financial Network
Minnesota
$1.11M +$29.8K +271 +3%
SIA
814
Schechter Investment Advisors
Michigan
$1.1M -$133K -1,210 -11%
HI
815
Harbour Investments
Wisconsin
$1.1M +$1.13M +10,235 New
RA
816
RFG Advisory
Alabama
$1.09M +$281K +2,559 +35%
HKIM
817
Hayek Kallen Investment Management
Alabama
$1.08M +$1.87K +17 +0.2%
CTA
818
Chesley Taft & Associates
Illinois
$1.07M +$41.8K +380 +4%
HFG
819
Heron Financial Group
New York
$1.07M +$7.15K +65 +0.7%
AO
820
Advisor OS
Illinois
$1.07M +$387K +3,520 +54%
1SB
821
1ST Source Bank
Indiana
$1.07M -$80.3K -730 -7%
SOAMC
822
Spirit of America Management Corp
New York
$1.07M -$495K -4,500 -31%
FNBOSM
823
First National Bank of South Miami
Florida
$1.06M +$52.3K +476 +5%
GT
824
Glenview Trust
Kentucky
$1.06M +$62.2K +566 +6%
AA
825
Ancora Advisors
Ohio
$1.06M +$139K +1,266 +15%
31 32
33
34 35