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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
876
Ransom Advisory
Rhode Island
$1.01M +$993K +10,462 New
HIP
877
HUB Investment Partners
Texas
$1.01M +$622K +6,555 +169%
CWS
878
Confluence Wealth Services
Pennsylvania
$1.01M -$18.2K -192 -2%
SLI
879
Sumitomo Life Insurance
Japan
$1.01M -$43.5K -458 -4%
TG
880
TCW Group
California
$1M -$170K -1,789 -15%
IAS
881
Insigneo Advisory Services
Florida
$1M -$106K -1,118 -10%
PPC
882
Park Place Capital
Alabama
$1M -$160K -1,683 -14%
FT
883
Fiduciary Trust
Massachusetts
$996K -$38.4K -405 -4%
PJSIMP
884
P.J. Schmidt Investment Management (PJS)
Wisconsin
$994K -$62.5K -659 -6%
SC
885
Schulhoff & Co
Ohio
$989K -$16.6K -175 -2%
JCFM
886
JBR Co Financial Management
Oklahoma
$987K -$57.5K -606 -6%
MCA
887
MSH Capital Advisors
Arizona
$983K -$29.2K -308 -3%
9WM
888
9258 Wealth Management
Ohio
$983K +$1.04K +11 +0.1%
HTC
889
Haverford Trust Company
Pennsylvania
$981K +$37.9K +400 +4%
GGA
890
Granite Group Advisors
Connecticut
$978K -$6.17K -65 -0.6%
GVAG
891
Great Valley Advisor Group
Delaware
$978K -$12K -127 -1%
ECG
892
Edge Capital Group
Georgia
$977K -$1.61K -17 -0.2%
MG
893
Mather Group
Illinois
$976K +$8.16K +86 +0.9%
CTA
894
Chesley Taft & Associates
Illinois
$976K +$9.49K +100 +1%
CC
895
Chicago Capital
Illinois
$974K -$60.2K -635 -6%
IB
896
Intrust Bank
Kansas
$972K +$18.4K +194 +2%
VCM
897
Violich Capital Management
California
$969K +$85.4K +900 +10%
WPP
898
Whalerock Point Partners
Rhode Island
$967K -$7.12K -75 -0.7%
DFA
899
Delta Financial Advisors
Louisiana
$963K +$15K +158 +2%
EWM
900
EPG Wealth Management
Georgia
$962K +$67K +706 +8%
34 35
36
37 38