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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
876
Engineers Gate Manager
New York
$872K -$805K -8,533 -47%
FPAS
877
Focus Partners Advisor Solutions
Missouri
$865K +$495K +5,242 +119%
GWANC
878
Guardian Wealth Advisors (North Carolina)
North Carolina
$862K -$83K -879 -8%
CWS
879
Confluence Wealth Services
Pennsylvania
$862K +$2.17K +23 +0.2%
NC
880
NovaPoint Capital
Georgia
$857K +$35.2K +373 +4%
SXL
881
Summit X LLC
Missouri
$848K +$58.8K +623 +7%
WAP
882
Wealthcare Advisory Partners
Pennsylvania
$846K +$27.3K +289 +3%
LWM
883
Laidlaw Wealth Management
New York
$844K +$31.9K +338 +4%
VT
884
Vise Technologies
New York
$843K +$366K +3,879 +70%
NICM
885
Neo Ivy Capital Management
New York
$841K +$884K +9,366 New
AA
886
Ancora Advisors
Ohio
$841K -$7.08K -75 -0.8%
WFI
887
West Family Investments
California
$841K +$659K +6,981 +293%
KIA
888
KCM Investment Advisors
California
$840K -$77.6K -822 -8%
CI
889
Cigna Investments
Connecticut
$838K -$3.59K -38 -0.4%
MIM
890
Morningstar Investment Management
Illinois
$829K +$872K +9,235 New
MWM
891
Maltin Wealth Management
New Jersey
$826K +$94.4K +1,000 +12%
PFO
892
Pathstone Family Office
New Jersey
$825K +$125K +1,325 +17%
MC
893
Machina Capital
France
$823K -$342K -3,624 -28%
WT
894
Whittier Trust
California
$823K -$283 -3 -0%
NP
895
Nilsine Partners
Colorado
$822K -$12.6K -133 -1%
CPC
896
Consolidated Planning Corp
Georgia
$820K +$863K +9,140 New
VCM
897
Violich Capital Management
California
$819K – – –
QC
898
Quent Capital
New York
$819K +$944 +10 +0.1%
IBOK
899
Independence Bank of Kentucky
Kentucky
$815K -$20.3K -215 -2%
WSFS
900
Wilmington Savings Fund Society
Delaware
$815K -$3.21K -34 -0.4%
34 35
36
37 38