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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
851
Farmers Trust Company
Ohio
$403K +$2.83K +37 +0.7%
WTC
852
WhitTier Trust Company
Nevada
$402K -$49.4K -645 -11%
SFG
853
SNS Financial Group
Minnesota
$401K +$107K +1,398 +37%
CFD
854
Creative Financial Designs
Indiana
$399K +$394K +5,141 New
WTB
855
Washington Trust Bank
Washington
$398K +$42.7K +557 +12%
RWA
856
Ropes Wealth Advisors
Massachusetts
$397K +$10.7K +140 +3%
FAT
857
First American Trust
California
$395K -$2.85M -37,209 -88%
DWM
858
Destination Wealth Management
California
$394K -$6.82K -89 -2%
DCM
859
Donaldson Capital Management
Indiana
$394K -$306 -4 -0.1%
HCMT
860
Highland Capital Management (Tennessee)
Tennessee
$394K – – –
WDA
861
Wendell David Associates
New Hampshire
$390K – – –
SWM
862
Stockman Wealth Management
Montana
$389K +$306 +4 +0.1%
PI
863
PineBridge Investments
New York
$389K +$146K +1,903 +61%
KFC
864
Klingenstein Fields & Co
New York
$386K +$1.61K +21 +0.4%
CS
865
Credential Securities
$383K -$12.6K -165 -3%
OA
866
Outfitter Advisors
Virginia
$381K – – –
RC
867
RegentAtlantic Capital
New Jersey
$380K +$1.92K +25 +0.5%
ADL
868
Asset Dedication LLC
California
$379K – – –
KC
869
Kingfisher Capital
North Carolina
$379K +$153 +2 +0%
MCM
870
Marathon Capital Management
Maryland
$378K – – –
WCM
871
Windsor Capital Management
Arizona
$372K +$2.3K +30 +0.6%
AMM
872
American Money Management
California
$368K – – –
IIC
873
Integrated Investment Consultants
Michigan
$367K +$61.1K +798 +20%
ACP
874
Aviance Capital Partners
Florida
$365K -$12.7K -166 -3%
EA
875
Efficient Advisors
Ohio
$365K +$360K +4,698 New
33 34
35
36 37