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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
926
Wedmont Private Capital
Pennsylvania
$770K +$67.5K +715 +9%
EWM
927
EPG Wealth Management
Georgia
$766K +$14.3K +152 +2%
MGIA
928
Moneta Group Investment Advisors
Missouri
$766K -$59.8K -634 -7%
GLR
929
Great Lakes Retirement
Ohio
$765K +$48.7K +516 +6%
PA
930
Parallel Advisors
California
$763K -$25.5K -270 -3%
NFSG
931
Newbridge Financial Services Group
Florida
$760K -$76.7K -813 -9%
WI
932
WrapManager Inc
California
$755K +$46.3K +491 +6%
GI
933
Gradient Investments
Minnesota
$752K +$17.1K +181 +2%
CWM
934
Cornerstone Wealth Management
Missouri
$752K +$163K +1,732 +26%
TI
935
Truepoint Inc
Ohio
$750K +$789K +8,355 New
WBCM
936
Wilson & Boucher Capital Management
California
$747K -$9.44K -100 -1%
BB
937
Busey Bank
Illinois
$739K -$18.5K -196 -2%
AP
938
Americana Partners
Texas
$738K +$206K +2,183 +36%
SC
939
Steph & Co
Wisconsin
$737K +$40.4K +428 +5%
TTWM
940
TCV Trust & Wealth Management
Virginia
$737K -$69.1K -732 -8%
ICA
941
Infrastructure Capital Advisors
New York
$736K +$314K +3,328 +68%
AA
942
Advisory Alpha
Michigan
$735K +$151K +1,598 +24%
CA
943
Cornerstone Advisory
Maryland
$727K +$9.91K +105 +1%
GVAG
944
Great Valley Advisor Group
Delaware
$726K -$7.27K -77 -0.9%
HPC
945
HM Payson & Co
Maine
$726K -$2.64K -28 -0.3%
FNBOSM
946
First National Bank of South Miami
Florida
$724K -$27.4K -290 -3%
KFGK
947
Keystone Financial Group (Kentucky)
Kentucky
$723K +$760K +8,051 New
APG
948
Abacus Planning Group
South Carolina
$719K +$61.7K +654 +9%
MS
949
Madden Securities
Texas
$715K -$75.5K -800 -9%
FPFS
950
First Personal Financial Services
North Carolina
$715K – – –
36 37
38
39 40