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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
926
Washington Trust
Rhode Island
$748K +$28.5K +265 +3%
RCAG
927
Rehmann Capital Advisory Group
Michigan
$747K +$8.48K +79 +1%
ECM
928
Element Capital Management
New York
$746K – – –
DAM
929
Doheny Asset Management
California
$743K +$858K +7,986 New
TTWM
930
TCV Trust & Wealth Management
Virginia
$742K -$45.9K -427 -5%
IMOV
931
Investment Management of Virginia
Virginia
$740K – – –
APIM
932
Agate Pass Investment Management
Washington
$739K -$10.7K -100 -1%
CA
933
Continuum Advisory
Idaho
$738K -$40.1K -373 -4%
SWM
934
Segment Wealth Management
Texas
$738K – – –
SFI
935
SPC Financial Inc
Maryland
$738K +$20.5K +191 +2%
KFGK
936
Keystone Financial Group (Kentucky)
Kentucky
$738K +$103K +962 +14%
IB
937
Intrust Bank
Kansas
$736K -$36.5K -340 -4%
LWA
938
Lineweaver Wealth Advisors
Ohio
$736K +$595K +5,539 +235%
BHIA
939
Birch Hill Investment Advisors
Massachusetts
$734K – – –
MGIA
940
Moneta Group Investment Advisors
Missouri
$726K -$60.4K -562 -7%
CFAM
941
Center For Asset Management
Florida
$725K +$112K +1,046 +16%
5L
942
55I LLC
Massachusetts
$725K +$561K +5,226 +203%
OIA
943
Optimum Investment Advisors
Illinois
$724K +$4.73K +44 +0.6%
APG
944
Abacus Planning Group
South Carolina
$722K -$76.8K -715 -8%
WHC
945
Wulff, Hansen & Co
California
$722K – – –
NP
946
NorthRock Partners
Minnesota
$721K -$37.7K -351 -4%
JSL
947
JT Stratford LLC
Georgia
$719K -$60.3K -561 -7%
CS
948
Capital Square
Tennessee
$719K +$50.8K +473 +7%
PIMG
949
Patriot Investment Management Group
Tennessee
$717K -$25.1K -234 -3%
KCPG
950
Kavar Capital Partners Group
Kansas
$716K +$43.9K +409 +6%
36 37
38
39 40