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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
901
Dearborn Partners
Illinois
$872K -$31.6K -347 -4%
WPC
902
Wedmont Private Capital
Pennsylvania
$872K +$85.2K +937 +12%
RAM
903
Readystate Asset Management
Illinois
$870K +$816K +8,967 New
MYIA
904
Mount Yale Investment Advisors
Colorado
$863K +$18.9K +208 +2%
VIM
905
Vinva Investment Management
Australia
$863K +$575K +6,321 +245%
GC
906
Grimes & Company
Massachusetts
$856K +$14.9K +164 +2%
BS
907
Banco Santander
Spain
$856K – – –
ICA
908
Infrastructure Capital Advisors
New York
$854K +$801K +8,804 New
LWM
909
LongView Wealth Management
Georgia
$854K +$784K +8,619 New
CCA
910
Checchi Capital Advisers
California
$848K -$21.5K -236 -3%
EWM
911
EPG Wealth Management
Georgia
$846K +$17K +187 +2%
ACM
912
Adalta Capital Management
New York
$843K +$25.8K +284 +3%
NC
913
NovaPoint Capital
Georgia
$843K -$223K -2,453 -22%
CAG
914
Crestwood Advisors Group
Massachusetts
$842K -$28.3K -311 -3%
SC
915
Steph & Co
Wisconsin
$841K +$16.6K +183 +2%
SFG
916
SevenBridge Financial Group
Pennsylvania
$838K -$48.7K -535 -6%
VH
917
Visionary Horizons
Tennessee
$834K +$781K +8,591 New
FNBTCON
918
First National Bank & Trust Co of Newtown
Pennsylvania
$832K -$6.82K -75 -0.9%
HCP
919
Hexagon Capital Partners
Arkansas
$831K +$95.8K +1,053 +14%
WCM
920
Winthrop Capital Management
Indiana
$830K +$778K +8,551 New
CIAS
921
CFS Investment Advisory Services
New Jersey
$829K -$330K -3,625 -30%
MW
922
MBL Wealth
North Carolina
$826K -$64.8K -712 -8%
WAM
923
Wolverine Asset Management
Illinois
$825K +$774K +8,506 New
TFA
924
Transamerica Financial Advisors
Florida
$822K -$231K -2,545 -23%
CIC
925
Carnegie Investment Counsel
Ohio
$819K +$14.6K +161 +2%
35 36
37
38 39