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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
876
Stableford Capital II
Arizona
$925K -$45.9K -417 -5%
WBCM
877
Wilson & Boucher Capital Management
California
$921K -$39.4K -358 -4%
AF
878
Aldebaran Financial
$921K -$19.4K -176 -2%
NFSG
879
Newbridge Financial Services Group
Florida
$921K +$77.6K +706 +9%
WA
880
Wambolt & Associates
Colorado
$920K +$81.8K +744 +9%
LCM
881
Logan Capital Management
Pennsylvania
$912K +$109K +992 +13%
GVAG
882
Great Valley Advisor Group
Delaware
$912K +$123K +1,121 +15%
APG
883
Abacus Planning Group
South Carolina
$908K +$6.27K +57 +0.7%
CSIC
884
Clifford Swan Investment Counsel
California
$908K +$25.4K +231 +3%
CAM
885
Centre Asset Management
New York
$907K -$9.9K -90 -1%
GC
886
Grimes & Company
Massachusetts
$907K +$40.5K +368 +5%
MW
887
Marcum Wealth
Ohio
$905K +$6.05K +55 +0.7%
TTWM
888
TCV Trust & Wealth Management
Virginia
$901K -$4.62K -42 -0.5%
AWA
889
Arete Wealth Advisors
Illinois
$899K -$399K -3,629 -30%
CBN
890
Cadence Bank NA
Texas
$899K -$260K -2,366 -22%
MGIA
891
Moneta Group Investment Advisors
Missouri
$897K -$10.6K -96 -1%
ARMC
892
American Research & Management Company
Massachusetts
$893K – – –
TCA
893
Transcend Capital Advisors
New Jersey
$892K -$12K -109 -1%
CFN
894
Cordasco Financial Network
Florida
$891K +$37.5K +341 +4%
CA
895
Continuum Advisory
Idaho
$890K +$158K +1,436 +21%
JSL
896
JT Stratford LLC
Georgia
$889K -$39.6K -360 -4%
MGAM
897
McGowan Group Asset Management
Texas
$889K +$220 +2 +0%
DWM
898
Dakota Wealth Management
Florida
$888K +$269K +2,446 +42%
KMWM
899
Keudell/Morrison Wealth Management
Oregon
$884K -$18.5K -168 -2%
IB
900
Intrust Bank
Kansas
$884K -$10.3K -94 -1%
34 35
36
37 38