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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
851
HM Payson & Co
Maine
$974K -$22.9K -208 -2%
IBOK
852
Independence Bank of Kentucky
Kentucky
$973K -$158K -1,434 -14%
DFA
853
Delta Financial Advisors
Louisiana
$972K +$220 +2 +0%
WANY
854
Wealthspire Advisors (New York)
New York
$972K +$136K +1,241 +16%
TFA
855
Transamerica Financial Advisors
Florida
$972K +$997K +9,066 New
GAMC
856
Garner Asset Management Corp
Texas
$970K +$229K +2,085 +30%
FNBTCON
857
First National Bank & Trust Co of Newtown
Pennsylvania
$967K -$24.7K -225 -2%
HBT
858
Hills Bank & Trust
Iowa
$966K +$225K +2,050 +29%
WGAM
859
Wilkinson Global Asset Management
New York
$965K – – –
TFS
860
TrustCore Financial Services
Tennessee
$965K +$38.3K +348 +4%
SC
861
Scotia Capital
Ontario, Canada
$963K +$35.2K +320 +4%
FPFS
862
First Personal Financial Services
North Carolina
$960K +$79.2K +720 +9%
HCM
863
Hodges Capital Management
Texas
$957K +$92.3K +839 +10%
MS
864
Madden Securities
Texas
$956K – – –
BONH
865
Bank of New Hampshire
New Hampshire
$955K +$35.7K +325 +4%
CI
866
Conning Inc
Connecticut
$952K -$5.06K -46 -0.5%
PA
867
Parallel Advisors
California
$951K +$6.82K +62 +0.7%
SCM
868
Shelton Capital Management
Colorado
$950K – – –
DWM
869
Doyle Wealth Management
Florida
$948K -$14.5K -132 -1%
SF
870
Summit Financial
New Jersey
$947K +$333K +3,026 +52%
BC
871
Barnett & Company
Tennessee
$944K – – –
CPWA
872
Cerro Pacific Wealth Advisors
California
$943K -$101K -919 -9%
AIL
873
AGF Investments LLC
Ontario, Canada
$939K -$8.91K -81 -0.9%
ONSWM
874
Old North State Wealth Management
North Carolina
$937K +$54.3K +494 +6%
VVP
875
Venture Visionary Partners
Ohio
$930K +$3.08K +28 +0.3%
33 34
35
36 37