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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMW
826
Farr Miller & Washington
District of Columbia
$523K – – –
ST
827
Smithfield Trust
Pennsylvania
$523K +$155K +1,999 +42%
BB
828
Busey Bank
Illinois
$521K -$45.2K -585 -8%
FRA
829
Front Row Advisors
California
$520K – – –
SFA
830
Sequoia Financial Advisors
Ohio
$518K +$28.6K +370 +6%
AFG
831
Albion Financial Group
Utah
$516K – – –
APP
832
Avantax Planning Partners
Iowa
$513K +$18.9K +244 +4%
VF
833
Virtu Financial
New York
$512K -$1M -12,940 -66%
WAM
834
Wealthspire Advisors (Maryland)
Maryland
$511K -$157K -2,035 -24%
WT
835
Washington Trust
Rhode Island
$510K -$8.04K -104 -2%
SCA
836
Stokes Capital Advisors
South Carolina
$504K -$3.87K -50 -0.8%
CANY
837
Caxton Associates (New York)
New York
$504K +$503K +6,505 New
CB
838
CNB Bank
Pennsylvania
$502K -$109K -1,404 -18%
HJMC
839
Hellman Jordan Management Company
Massachusetts
$500K +$499K +6,452 New
GT
840
Greenleaf Trust
Michigan
$496K -$73.5K -951 -13%
KC
841
Kingfisher Capital
North Carolina
$496K +$6.65K +86 +1%
FWP
842
FAS Wealth Partners
Kansas
$495K -$12K -155 -2%
UBV
843
United Bank (Virginia)
Virginia
$491K – – –
LFA
844
Legacy Financial Advisors
Kentucky
$488K +$17.2K +222 +4%
CIM
845
CIM Investment Management
Pennsylvania
$486K -$12.8K -166 -3%
BCM
846
Boltwood Capital Management
California
$483K -$101K -1,305 -17%
BSW
847
Buckingham Strategic Wealth
Missouri
$483K -$36.9K -478 -7%
MCM
848
MAI Capital Management
Ohio
$483K -$10.6K -137 -2%
CS
849
Comerica Securities
Michigan
$480K -$42.7K -552 -8%
WSC
850
Wellington Shields & Co
New York
$480K -$11.8K -152 -2%
32 33
34
35 36