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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
901
Clifford Swan Investment Counsel
California
$920K -$10.4K -100 -1%
WT
902
Washington Trust
Rhode Island
$919K +$17.1K +165 +2%
PIM
903
Perpetual Investment Management
Australia
$916K – – –
HNWAG
904
High Net Worth Advisory Group
Florida
$916K +$20.8K +200 +2%
CWP
905
Concord Wealth Partners
Virginia
$916K +$21.3K +205 +3%
WFS
906
Widmann Financial Services
Maryland
$911K +$25.8K +248 +3%
HC
907
Henshaw Capital
Massachusetts
$911K +$7.79K +75 +0.9%
APIM
908
Agate Pass Investment Management
Washington
$907K +$13K +125 +2%
HH
909
HWG Holdings
Texas
$905K +$771K +7,428 +1,092%
GC
910
Grimes & Company
Massachusetts
$904K -$6.44K -62 -0.8%
HCM
911
Hodges Capital Management
Texas
$903K -$24.2K -233 -3%
FBB
912
Fulton Breakefield Broenniman
Maryland
$897K -$140K -1,348 -14%
BHC
913
Bowen Hanes & Co
Florida
$897K -$26K -250 -3%
DP
914
Dearborn Partners
Illinois
$891K +$25.8K +248 +3%
CFN
915
Cordasco Financial Network
Florida
$890K +$12.2K +117 +1%
ACM
916
Ategra Capital Management
Virginia
$889K -$66.1K -636 -7%
SWM
917
Segment Wealth Management
Texas
$886K -$4.15K -40 -0.5%
WA
918
Wambolt & Associates
Colorado
$885K -$9.76K -94 -1%
JGUA
919
John G. Ullman & Associates
New York
$884K – – –
BHIA
920
Birch Hill Investment Advisors
Massachusetts
$881K – – –
IMOV
921
Investment Management of Virginia
Virginia
$881K +$29.1K +280 +4%
NFSG
922
Newbridge Financial Services Group
Florida
$880K +$143K +1,381 +21%
HFS
923
Horizon Financial Services
North Carolina
$879K +$40.9K +394 +5%
WANY
924
Wealthspire Advisors (New York)
New York
$874K -$463K -4,462 -36%
WPP
925
Whalerock Point Partners
Rhode Island
$872K +$44.1K +425 +6%
35 36
37
38 39