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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
901
Parallel Advisors
California
$846K -$8.3K -84 -0.9%
FNBTCON
902
First National Bank & Trust Co of Newtown
Pennsylvania
$846K -$14.4K -146 -2%
LHC
903
Little House Capital
Massachusetts
$832K +$852K +8,626 New
GC
904
Grimes & Company
Massachusetts
$830K +$49.8K +504 +6%
MYIA
905
Mount Yale Investment Advisors
Colorado
$826K +$83.3K +843 +11%
FBB
906
Fulton Breakefield Broenniman
Maryland
$824K -$14.8K -150 -2%
IAIM
907
International Assets Investment Management
Florida
$820K -$1.3M -13,146 -61%
BL
908
BFSG LLC
California
$818K -$606K -6,132 -42%
BB
909
Busey Bank
Illinois
$814K -$56.1K -568 -6%
WBCM
910
Wilson & Boucher Capital Management
California
$813K – – –
EWM
911
EPG Wealth Management
Georgia
$809K +$149K +1,512 +22%
WFS
912
Widmann Financial Services
Maryland
$809K +$5.43K +55 +0.7%
FNBOSM
913
First National Bank of South Miami
Florida
$806K -$76.4K -773 -8%
LWA
914
Lineweaver Wealth Advisors
Ohio
$803K +$34.9K +353 +4%
CCA
915
Checchi Capital Advisers
California
$802K -$47K -476 -5%
FRM
916
Fox Run Management
Connecticut
$800K +$819K +8,292 New
FVWA
917
Foster Victor Wealth Advisors
South Carolina
$795K -$10.2K -103 -1%
MWM
918
Maltin Wealth Management
New Jersey
$791K +$810K +8,200 New
GI
919
Gradient Investments
Minnesota
$791K +$6.22K +63 +0.8%
GVAG
920
Great Valley Advisor Group
Delaware
$787K +$59.1K +598 +8%
HNWAG
921
High Net Worth Advisory Group
Florida
$786K -$99 -1 -0%
VVP
922
Venture Visionary Partners
Ohio
$785K -$31.8K -322 -4%
OTL
923
Oak Thistle LLC
New York
$784K +$803K +8,127 New
HPC
924
HM Payson & Co
Maine
$783K -$81.1K -821 -9%
SM
925
Sciencast Management
New Jersey
$780K +$790K +8,000 New
35 36
37
38 39