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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
926
GTS Securities
Florida
$815K +$29.1K +320 +4%
GM
927
GeoWealth Management
Illinois
$814K +$708K +7,788 +1,292%
SWM
928
Segment Wealth Management
Texas
$808K +$25.6K +282 +4%
SFI
929
SPC Financial Inc
Maryland
$808K +$85.3K +938 +13%
OC
930
Oakworth Capital
Alabama
$807K -$65.9K -724 -8%
BIM
931
Baldwin Investment Management
Pennsylvania
$804K -$13.6K -150 -2%
CCM
932
Chiron Capital Management
Florida
$802K -$9.37K -103 -1%
FVWA
933
Foster Victor Wealth Advisors
South Carolina
$799K +$36.8K +405 +5%
VAM
934
Verity Asset Management
North Carolina
$793K -$7.18K -79 -1%
CFCI
935
Comprehensive Financial Consultants Institutional
Indiana
$791K +$132K +1,450 +22%
SC
936
Syon Capital
California
$791K +$742K +8,154 New
CI
937
Cigna Investments
Connecticut
$790K -$13K -143 -2%
FG
938
Fiduciary Group
Georgia
$789K -$69.5K -764 -9%
CIA
939
Cape Investment Advisory
Georgia
$787K +$22K +242 +3%
GI
940
Gradient Investments
Minnesota
$785K -$11.1K -122 -1%
BP
941
Ballentine Partners
Massachusetts
$783K +$336K +3,694 +84%
HPC
942
HM Payson & Co
Maine
$782K -$80.7K -887 -10%
CAI
943
Capital Advisors Inc
Oklahoma
$781K -$12.6K -139 -2%
MFG
944
MidWestOne Financial Group
Iowa
$776K -$1.64K -18 -0.2%
PA
945
PSI Advisors
Florida
$774K +$46.9K +516 +7%
WWM
946
Western Wealth Management
Colorado
$774K -$15.8K -174 -2%
WBCM
947
Wilson & Boucher Capital Management
California
$772K -$30.5K -335 -4%
RIA
948
Realta Investment Advisors
Delaware
$771K -$103K -1,130 -12%
MS
949
Madden Securities
Texas
$771K – – –
MAS
950
Meeder Advisory Services
Ohio
$771K +$109K +1,194 +18%
36 37
38
39 40