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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
851
Compton Capital Management
Rhode Island
$707K – – –
DOA
852
D'Orazio & Associates
Virginia
$702K +$28.9K +318 +5%
MYLI
853
Meiji Yasuda Life Insurance
Japan
$702K +$666K +7,322 New
SXL
854
Summit X LLC
Missouri
$699K -$38K -418 -5%
CCA
855
Checchi Capital Advisers
California
$698K -$2.82K -31 -0.4%
FG
856
Fiduciary Group
Georgia
$695K -$35.5K -390 -5%
FFS
857
Founders Financial Securities
Maryland
$692K +$28.9K +318 +5%
NL
858
NVWM LLC
Pennsylvania
$692K +$58.1K +638 +10%
FNBOSM
859
First National Bank of South Miami
Florida
$691K +$10.4K +114 +2%
CK
860
Cohen Klingenstein
New York
$690K – – –
EWA
861
ERTS Wealth Advisors
Michigan
$687K +$5.92K +65 +0.9%
MSS
862
Mitchell Sinkler & Starr
Pennsylvania
$685K +$18.2K +200 +3%
SFA
863
Sequoia Financial Advisors
Ohio
$668K -$26.8K -294 -4%
KIA
864
KCM Investment Advisors
California
$668K – – –
MSA
865
Marino Stram & Associates
Massachusetts
$667K +$23.4K +257 +4%
BFM
866
Boston Financial Management
Massachusetts
$667K +$152K +1,666 +32%
SFG
867
Summit Financial Group
West Virginia
$663K -$274K -3,012 -30%
FMW
868
Farr Miller & Washington
District of Columbia
$661K +$52.5K +577 +9%
BAS
869
Brown Advisory Securities
Maryland
$659K -$101K -1,113 -14%
DP
870
Dearborn Partners
Illinois
$654K +$455 +5 +0.1%
APG
871
Abacus Planning Group
South Carolina
$654K +$57.9K +636 +10%
CT
872
Chicago Trust
Illinois
$648K +$9.1K +100 +2%
BIM
873
Bridges Investment Management
Nebraska
$643K – – –
FWP
874
FAS Wealth Partners
Kansas
$643K +$7.92K +87 +1%
PMFA
875
Plante Moran Financial Advisors
Michigan
$640K +$66K +725 +12%
33 34
35
36 37