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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
801
Smith Group Asset Management
Texas
$1.23M -$465K -4,900 -28%
GM
802
GeoWealth Management
Illinois
$1.23M +$412K +4,348 +52%
HIMC
803
Heritage Investors Management Corp
Maryland
$1.23M -$44.2K -466 -4%
GCM
804
Gables Capital Management
Florida
$1.22M -$30.8K -325 -3%
CA
805
Claro Advisors
Massachusetts
$1.22M +$16K +169 +1%
BMA
806
Brooks Moore & Associates
Tennessee
$1.22M – – –
EWA
807
Exencial Wealth Advisors
Oklahoma
$1.21M -$39K -411 -3%
CICI
808
Capital Investment Counsel Inc
North Carolina
$1.21M -$9.49K -100 -0.8%
HT
809
Heritage Trust
Oklahoma
$1.21M -$2.09K -22 -0.2%
PG
810
Patten Group
Tennessee
$1.21M -$15.2K -160 -1%
IMCOOI
811
Investment Management Corp of Ontario (IMCO)
Canada
$1.21M -$522K -5,500 -31%
RWB
812
RMR Wealth Builders
New Jersey
$1.2M +$220K +2,317 +23%
SFA
813
Souders Financial Advisors
Ohio
$1.2M -$94.6K -997 -7%
NCM
814
Novare Capital Management
North Carolina
$1.2M +$258K +2,723 +28%
NFC
815
Northeast Financial Consultants
Connecticut
$1.2M – – –
EM
816
Excalibur Management
Massachusetts
$1.19M – – –
GSB
817
Greenfield Savings Bank
Massachusetts
$1.19M -$23.1K -244 -2%
FFN
818
Focus Financial Network
Minnesota
$1.19M -$2.58M -27,202 -69%
FCCM
819
First City Capital Management
Georgia
$1.19M -$22.7K -239 -2%
GWMR
820
GC Wealth Management RIA
Massachusetts
$1.19M +$482K +5,079 +71%
SOAMC
821
Spirit of America Management Corp
New York
$1.18M +$14.2K +150 +1%
FAM
822
Formidable Asset Management
Ohio
$1.18M +$543K +5,720 +88%
SPI
823
Sutton Place Investors
New York
$1.18M +$65.4K +689 +6%
PA
824
Procyon Advisors
Connecticut
$1.17M -$93.8K -989 -8%
NL
825
NVWM LLC
Pennsylvania
$1.16M -$12.7K -134 -1%
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