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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
826
Grimes & Company
Massachusetts
$721K -$77.4K -878 -10%
GT
827
Greenleaf Trust
Michigan
$716K -$70.9K -804 -9%
OIA
828
Optimum Investment Advisors
Illinois
$715K +$353 +4 +0.1%
CSIC
829
Clifford Swan Investment Counsel
California
$714K -$15.3K -173 -2%
SWM
830
Segment Wealth Management
Texas
$713K +$59K +669 +9%
WPC
831
Waters Parkerson & Co
Louisiana
$709K +$35.9K +407 +5%
BRM
832
Boston Research & Management
Massachusetts
$707K – – –
EFSCE
833
Enterprise Financial Services Corp (EFSC)
Missouri
$707K +$342K +3,875 +97%
CBTWT
834
Community Bank & Trust (Waco, Texas)
Texas
$706K +$25.6K +290 +4%
APA
835
American Portfolios Advisors
New York
$706K +$66.5K +754 +11%
FQ
836
First Quadrant
California
$702K +$362K +4,100 +111%
LC
837
LCNB Corp
Ohio
$699K -$24.9K -282 -4%
OPA
838
Old Port Advisors
Maine
$696K – – –
RIA
839
Realta Investment Advisors
Delaware
$696K +$680K +7,716 New
CT
840
Clearstead Trust
Maine
$695K +$155K +1,759 +30%
NC
841
Noked Capital
Israel
$693K +$679K +7,700 New
NI
842
Noked Israel
Israel
$693K +$679K +7,700 New
SWM
843
SeaCrest Wealth Management
New York
$686K -$30K -340 -4%
SCI
844
Stableford Capital II
Arizona
$685K -$23.7K -269 -3%
HI
845
Hudock Inc
Pennsylvania
$682K +$2.2K +25 +0.3%
CCM
846
Compton Capital Management
Rhode Island
$680K -$2.2K -25 -0.3%
FG
847
Fiduciary Group
Georgia
$679K -$22K -250 -3%
IBOK
848
Independence Bank of Kentucky
Kentucky
$678K -$112K -1,275 -14%
BBL
849
Beck Bode LLC
Massachusetts
$677K -$173K -1,966 -21%
LNWWM
850
Laird Norton Wetherby Wealth Management
California
$676K -$10.4K -118 -2%
32 33
34
35 36