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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
826
ERTS Wealth Advisors
Michigan
$666K +$89.6K +976 +13%
OIA
827
Optimum Investment Advisors
Illinois
$663K +$459 +5 +0.1%
SWM
828
Segment Wealth Management
Texas
$656K -$110K -1,199 -13%
JG
829
Jefferies Group
New York
$654K -$1.73M -18,886 -70%
FFC
830
First Financial Corp
Indiana
$654K +$6.61K +72 +0.9%
MPWT
831
MassMutual Private Wealth & Trust
Connecticut
$653K -$463K -5,046 -38%
BSW
832
Buckingham Strategic Wealth
Missouri
$652K +$31.5K +343 +4%
AW
833
ACG Wealth
Georgia
$652K +$35.6K +388 +5%
VIA
834
Vident Investment Advisory
Georgia
$649K +$5.05K +55 +0.7%
CAM
835
Carret Asset Management
New York
$648K -$245K -2,667 -25%
GT
836
Greenleaf Trust
Michigan
$645K -$16.2K -176 -2%
CCP
837
Corient Capital Partners
California
$645K -$10.7K -116 -1%
LS
838
Livforsakringsbolaget Skandia
Sweden
$645K +$230K +2,500 +46%
ZCA
839
Zeke Capital Advisors
Pennsylvania
$642K -$827K -9,000 -53%
BHIA
840
Birch Hill Investment Advisors
Massachusetts
$638K – – –
BFEC
841
Benjamin F. Edwards & Company
Missouri
$637K +$116K +1,268 +19%
PCS
842
Personal CFO Solutions
New Jersey
$637K +$261K +2,843 +57%
BRM
843
Boston Research & Management
Massachusetts
$635K – – –
DSC
844
Duncker Streett & Co
Missouri
$634K +$5.79K +63 +0.8%
CQS
845
Credential Qtrade Securities
$632K -$15.1K -164 -2%
MFG
846
MidWestOne Financial Group
Iowa
$632K -$67.3K -733 -9%
AWCI
847
Alpine Woods Capital Investors
New York
$632K – – –
EGA
848
E&G Advisors
Texas
$631K -$175K -1,900 -20%
CCM
849
Compton Capital Management
Rhode Island
$629K +$36.7K +400 +5%
SIP
850
Stoneridge Investment Partners
Pennsylvania
$625K -$485K -5,279 -41%
32 33
34
35 36