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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
876
NovaPoint Capital
Georgia
$885K +$212K +2,142 +30%
WT
877
Whittier Trust
California
$885K – – –
MGIA
878
Moneta Group Investment Advisors
Missouri
$885K +$229K +2,322 +34%
CFAM
879
Center For Asset Management
Florida
$883K +$15.5K +157 +2%
WAP
880
Wealthcare Advisory Partners
Pennsylvania
$881K +$40.6K +411 +5%
GCM
881
Graham Capital Management
Connecticut
$880K +$902K +9,127 New
VCM
882
Violich Capital Management
California
$880K – – –
WSFS
883
Wilmington Savings Fund Society
Delaware
$880K – – –
QC
884
Quent Capital
New York
$879K +$167K +1,692 +23%
EI
885
Ethic Inc
New York
$879K +$12.9K +131 +1%
IIM
886
InTrack Investment Management
Vermont
$877K +$120K +1,217 +15%
LWM
887
Laidlaw Wealth Management
New York
$875K +$45.1K +457 +5%
SOS
888
Silver Oak Securities
Tennessee
$873K +$64.1K +649 +8%
AAG
889
Armstrong Advisory Group
Massachusetts
$873K -$350K -3,541 -28%
WGAM
890
Wilkinson Global Asset Management
New York
$868K – – –
KWA
891
Kellett Wealth Advisors
Ohio
$863K -$14K -142 -2%
TTWM
892
TCV Trust & Wealth Management
Virginia
$863K +$113K +1,144 +15%
FG
893
Fiduciary Group
Georgia
$858K -$22.4K -227 -2%
MFG
894
MidWestOne Financial Group
Iowa
$857K +$27.7K +280 +3%
CF
895
Centaurus Financial
California
$856K +$266K +2,697 +44%
AWM
896
Axxcess Wealth Management
California
$852K -$3.85K -39 -0.4%
SXL
897
Summit X LLC
Missouri
$851K -$265K -2,681 -23%
HIS
898
Horizon Investment Services
Indiana
$851K -$75.5K -764 -8%
YIH
899
Y-Intercept (HK)
Hong Kong
$847K +$867K +8,780 New
MS
900
Madden Securities
Texas
$846K – – –
34 35
36
37 38