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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
826
WBH Advisory
Maryland
$759K -$9.81K -119 -1%
DP
827
Dearborn Partners
Illinois
$756K +$659 +8 +0.1%
BWM
828
Buckley Wealth Management
Nevada
$754K – – –
JGUA
829
John G. Ullman & Associates
New York
$754K +$74.1K +899 +12%
SBWM
830
Sunflower Bank Wealth Management
Arizona
$751K -$237K -2,880 -25%
RIM
831
Redwood Investment Management
Arizona
$742K +$142K +1,717 +26%
CCA
832
Checchi Capital Advisers
California
$738K +$5.36K +65 +0.8%
FPFS
833
First Personal Financial Services
North Carolina
$737K -$50K -607 -7%
CC
834
Chicago Capital
Illinois
$737K -$2.06K -25 -0.3%
BSW
835
Buckingham Strategic Wealth
Missouri
$737K +$93.5K +1,134 +16%
CB
836
Community Bank
New York
$737K +$236K +2,858 +52%
NL
837
NVWM LLC
Pennsylvania
$736K -$1.18M -14,352 -63%
9WM
838
9258 Wealth Management
Ohio
$731K -$84.5K -1,025 -11%
MOS
839
MGO One Seven
Ohio
$731K -$75.3K -913 -10%
JFGIW
840
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$730K +$27.1K +329 +4%
WA
841
Wealth Alliance
New York
$728K +$29.4K +357 +5%
SA
842
Strategic Advisors
New York
$725K +$18.5K +224 +3%
CSIC
843
Clifford Swan Investment Counsel
California
$723K – – –
HFG
844
Heron Financial Group
New York
$720K +$106K +1,282 +20%
CAM
845
Cresset Asset Management
Illinois
$718K -$89K -1,080 -12%
WI
846
WrapManager Inc
California
$717K -$191K -2,312 -22%
HSA
847
HBK Sorce Advisory
Pennsylvania
$717K +$16.6K +202 +3%
SFSG
848
Stearns Financial Services Group
North Carolina
$715K +$16.6K +201 +3%
WCM
849
Washington Capital Management
Washington
$711K – – –
IAS
850
Investment Advisory Services
Texas
$711K +$17K +206 +3%
32 33
34
35 36