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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
901
Realta Investment Advisors
Delaware
$815K -$13.3K -141 -2%
OC
902
Oakworth Capital
Alabama
$814K -$219K -2,322 -20%
IF
903
Intrua Financial
Texas
$813K +$297K +3,146 +53%
VF
904
Virtu Financial
New York
$811K -$338K -3,586 -28%
WGAM
905
Wilkinson Global Asset Management
New York
$808K – – –
SIA
906
Schechter Investment Advisors
Michigan
$799K -$109K -1,151 -11%
FG
907
Fiduciary Group
Georgia
$798K – – –
ACM
908
Alethea Capital Management
Washington
$795K +$553K +5,856 +195%
LHC
909
Little House Capital
Massachusetts
$794K +$21.3K +226 +3%
PCMF
910
Private Capital Management (Florida)
Florida
$794K +$306K +3,238 +58%
CCA
911
Checchi Capital Advisers
California
$794K +$49.8K +528 +6%
AO
912
Advisor OS
Illinois
$793K -$345K -3,659 -29%
IB
913
Intrust Bank
Kansas
$791K +$88.5K +938 +12%
MYIA
914
Mount Yale Investment Advisors
Colorado
$791K +$24.2K +256 +3%
DFCM
915
Dark Forest Capital Management
Puerto Rico
$789K +$706K +7,476 +569%
FNBTCON
916
First National Bank & Trust Co of Newtown
Pennsylvania
$787K – – –
ECM
917
Evergreen Capital Management
Washington
$784K +$273K +2,895 +50%
LFA
918
LGT Financial Advisors
Texas
$784K +$432K +4,574 +110%
LWA
919
Lineweaver Wealth Advisors
Ohio
$784K +$38.5K +408 +5%
IAIM
920
International Assets Investment Management
Florida
$783K +$21.1K +224 +3%
EI
921
Ethic Inc
New York
$781K -$37.7K -399 -4%
TWM
922
Thrive Wealth Management
Pennsylvania
$781K +$99.6K +1,055 +14%
GC
923
Grimes & Company
Massachusetts
$781K +$9.06K +96 +1%
WFS
924
Widmann Financial Services
Maryland
$779K +$28.1K +298 +4%
MFG
925
MidWestOne Financial Group
Iowa
$772K -$26.6K -282 -3%
35 36
37
38 39