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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
801
NBC Securities
Alabama
$1.86M -$93.2K -763 -5%
BMSSC
802
B. Metzler seel. Sohn & Co
Germany
$1.86M – – –
BI
803
Ballast Inc
Kentucky
$1.85M +$1.34K +11 +0.1%
AF
804
AGP Franklin
Tennessee
$1.85M +$27.4K +224 +1%
AAS
805
Ameritas Advisory Services
Nebraska
$1.84M +$1.22M +9,989 +174%
AIA
806
AssuredPartners Investment Advisors
Florida
$1.84M +$62.3K +510 +3%
JWM
807
Jeppson Wealth Management
California
$1.83M -$4.76K -39 -0.2%
AW
808
Alchemi Wealth
Connecticut
$1.83M +$1.91M +15,607 New
MB
809
MidFirst Bank
Oklahoma
$1.83M +$2.13M +17,445 New
JRPIM
810
Journey Retirement Planning & Investment Management
Idaho
$1.83M +$1.9M +15,592 New
CC
811
Cornerstone Capital
California
$1.83M +$39.1K +320 +2%
RWM
812
Ritholtz Wealth Management
New York
$1.83M +$53.7K +440 +3%
MWM
813
Mission Wealth Management
California
$1.81M -$12.5K -102 -0.7%
SGCA
814
Steel Grove Capital Advisors
Tennessee
$1.81M -$214K -1,756 -10%
CHC
815
City Holding Co
West Virginia
$1.81M -$9.89K -81 -0.5%
TCOTS
816
Trust Company of the South
North Carolina
$1.8M +$931K +7,624 +98%
FNT
817
First National Trust
Pennsylvania
$1.8M -$109K -892 -5%
SP
818
Successful Portfolios
Florida
$1.8M -$519K -4,254 -22%
PWM
819
Perigon Wealth Management
California
$1.8M +$5.37K +44 +0.3%
WPC
820
Wedmont Private Capital
Pennsylvania
$1.79M -$93.7K -767 -5%
IIM
821
InTrack Investment Management
Vermont
$1.79M +$179K +1,465 +11%
CRC
822
Curi RMB Capital
Illinois
$1.78M -$83.2K -681 -4%
SOS
823
Silver Oak Securities
Tennessee
$1.78M +$83K +680 +5%
EI
824
Ethic Inc
New York
$1.78M -$1.71K -14 -0.1%
CFWMA
825
Center for Wealth Management Advisory
Ohio
$1.77M +$1.85M +15,136 New
31 32
33
34 35