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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AA
901
Apriem Advisors
California
$14K +$14.1K +200 New
MFBTD
902
MB Financial Bank - Trust Department
Illinois
$14K +$14.1K +200 New
NHFG
903
New Harbor Financial Group
Massachusetts
$14K +$14.1K +200 New
MAS
904
Madden Advisory Services
Florida
$13K +$13.9K +196 New
PIA
905
Piedmont Investment Advisors
North Carolina
$12.7K +$13.3K +188 New
CCM
906
Chilton Capital Management
Texas
$12K +$12.4K +176 New
LWCFA
907
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$12K +170 New
SFS
908
Signator Financial Services
Massachusetts
$9K +$9.54K +135 New
KLWA
909
Kelly Lawrence W & Associates
California
$8K +$8.76K +124 New
Loomis, Sayles & Company
910
Loomis, Sayles & Company
Massachusetts
$6.36K +$6.66M +94,166 New
NIM
911
NuWave Investment Management
New Jersey
$6K +$6.01K +85 New
OWP
912
Obermeyer Wealth Partners
Colorado
$5K +$4.81K +68 New
PFO
913
Pathstone Family Office
New Jersey
$5K +$4.95K +70 New
SFPIA
914
Stevens First Principles Investment Advisors
California
$4K +$4.45K +63 New
CW
915
Cobiz Wealth
Colorado
$4K +$4.67K +66 New
IFWM
916
Institute for Wealth Management
Colorado
$4K +$4.67K +66 New
ECAM
917
East Coast Asset Management
Massachusetts
$2K +$1.84K +26 New
LFG
918
LifePlan Financial Group
Ohio
$2K +$2.12K +30 New
ATC
919
Adirondack Trust Company
New York
$2K +$2.33K +33 New
ZTNA
920
Zions Trust National Association
Utah
$2K +$2.33K +33 New
Thrivent Financial for Lutherans
921
Thrivent Financial for Lutherans
Minnesota
$1.63K +$1.71M +24,196 New
FNBOO
922
First National Bank of Omaha
Nebraska
$556 +$583K +8,242 New
WSC
923
Wellington Shields & Co
New York
$439 +$459K +6,497 New