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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
901
Endurance Wealth Management
Rhode Island
$684K -$31.9K -350 -5%
TW
902
Transform Wealth
Colorado
$684K +$2.37K +26 +0.4%
CL
903
CSS LLC
Illinois
$683K +$646K +7,074 New
PA
904
PFG Advisors
Arizona
$682K +$645K +7,067 New
HCM
905
Hengehold Capital Management
Ohio
$681K +$3.1K +34 +0.5%
WPC
906
Waters Parkerson & Co
Louisiana
$681K +$25.5K +279 +4%
CFMC
907
Curbstone Financial Management Corp
New Hampshire
$679K -$9.13K -100 -1%
GAMC
908
Garner Asset Management Corp
Texas
$676K -$17.3K -190 -3%
EF
909
Empirical Finance
Pennsylvania
$676K – – –
WIC
910
Whitegate Investment Counselors
New Hampshire
$675K – – –
IWC
911
Integrated Wealth Concepts
Massachusetts
$675K +$177K +1,941 +38%
OPA
912
Old Port Advisors
Maine
$674K -$5.48K -60 -0.9%
PG
913
Patten Group
Tennessee
$671K +$41.3K +453 +7%
SS
914
Simplicity Solutions
Minnesota
$670K -$3.9M -42,709 -86%
PTC
915
Philadelphia Trust Company
Pennsylvania
$669K -$50.7K -555 -7%
SIM
916
Sentry Investment Management
Wisconsin
$667K -$3.65M -39,985 -85%
FNBOSM
917
First National Bank of South Miami
Florida
$667K +$20.4K +223 +3%
GI
918
Gradient Investments
Minnesota
$666K -$10.4M -113,965 -94%
MSS
919
Mitchell Sinkler & Starr
Pennsylvania
$661K -$5.48K -60 -0.9%
CT
920
Chicago Trust
Illinois
$661K +$26.2K +287 +4%
CAG
921
Csenge Advisory Group
Florida
$660K -$262K -2,866 -30%
MGWM
922
Marks Group Wealth Management
Minnesota
$659K +$44.4K +486 +8%
HKIM
923
Hayek Kallen Investment Management
Alabama
$654K +$1.55K +17 +0.3%
JFGIW
924
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$653K -$72.7K -797 -11%
FIM
925
Freedom Investment Management
Connecticut
$652K +$87.7K +961 +17%
35 36
37
38 39