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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
826
Credential Securities
$414K -$757 -10 -0.2%
FIM
827
Frontier Investment Management
Texas
$412K +$33.5K +443 +9%
KC
828
Kingfisher Capital
North Carolina
$411K +$151 +2 +0%
HCMT
829
Highland Capital Management (Tennessee)
Tennessee
$410K +$4.31K +57 +1%
OCG
830
Opus Capital Group
Ohio
$405K – – –
MA
831
MCF Advisors
Kentucky
$403K +$56K +740 +17%
RWA
832
Ropes Wealth Advisors
Massachusetts
$401K – – –
IAMOG
833
Investors Asset Management of Georgia
Georgia
$400K – – –
KFC
834
Klingenstein Fields & Co
New York
$399K -$13.8K -183 -4%
WCM
835
Windsor Capital Management
Arizona
$396K -$4.24K -56 -1%
B
836
Bailard
California
$392K +$367K +4,853 New
CB
837
Community Bank
New York
$391K – – –
RCAMU
838
Rothschild & Co Asset Management US
Connecticut
$390K +$77.4K +1,023 +27%
WKWM
839
Walter & Keenan Wealth Management
Indiana
$388K -$50.4K -666 -12%
WA1
840
Wimmer Associates 1
California
$388K +$47K +621 +15%
CCM
841
Compton Capital Management
Rhode Island
$386K -$56.8K -750 -14%
CBTWT
842
Community Bank & Trust (Waco, Texas)
Texas
$385K – – –
GSBTD
843
Glenview State Bank Trust Department
Illinois
$384K – – –
GD
844
Grandfield & Dodd
New York
$384K – – –
AW
845
ACG Wealth
Georgia
$383K +$36K +476 +11%
OA
846
Outfitter Advisors
Virginia
$381K – – –
RC
847
RegentAtlantic Capital
New Jersey
$379K -$6.81K -90 -2%
BWFM
848
Bridgewater Wealth & Financial Management
Maryland
$379K +$3.25K +43 +0.9%
FC
849
Forte Capital
New York
$376K +$37.8K +500 +12%
IWMPD
850
Integrated Wealth Management (Palm Desert)
California
$375K +$90.9K +1,201 +35%
32 33
34
35 36