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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
951
ALPS Advisors
Colorado
$367K -$45.2M -517,445 -99%
RMAM
952
Raab & Moskowitz Asset Management
New Jersey
$367K -$28.9K -331 -7%
EDRH
953
Edmond de Rothschild Holding
Switzerland
$367K – – –
IP
954
Isthmus Partners
Wisconsin
$366K -$13.1K -150 -3%
RCM
955
Radnor Capital Management
Pennsylvania
$366K – – –
CG
956
CFO4Life Group
Texas
$366K +$21.8K +249 +6%
W
957
WealthShield
North Carolina
$366K +$382K +4,378 New
WP
958
WealthShield Partners
North Carolina
$366K +$382K +4,378 New
YIA
959
YHB Investment Advisors
Connecticut
$365K -$11.3K -129 -3%
GSBTD
960
Glenview State Bank Trust Department
Illinois
$359K – – –
DWM
961
Destination Wealth Management
California
$359K +$8.39K +96 +2%
WCM
962
Windsor Capital Management
Arizona
$357K -$14.4K -165 -4%
KCM
963
Kanawha Capital Management
Virginia
$355K -$18.5K -212 -5%
CCA
964
Cobblestone Capital Advisors
New York
$354K -$37.1K -425 -9%
MCM
965
Marathon Capital Management
Maryland
$354K – – –
MIP
966
Marietta Investment Partners
Wisconsin
$353K – – –
LRPA
967
L. Roy Papp & Associates
Arizona
$350K +$109K +1,250 +43%
CHA
968
Carmichael Hill & Associates
Maryland
$348K +$362K +4,142 New
BONST
969
Bank of Nova Scotia Trust
Ontario, Canada
$347K -$41.8K -479 -10%
CFN
970
Cordasco Financial Network
Florida
$346K -$4.37K -50 -1%
DP
971
Dearborn Partners
Illinois
$346K – – –
MSFP
972
Mark Sheptoff Financial Planning
Connecticut
$346K – – –
MCM
973
McMillion Capital Management
North Carolina
$346K +$31.8K +364 +10%
CFA
974
Capstone Financial Advisors
Illinois
$345K – – –
WP
975
WMS Partners
Maryland
$342K -$2.79K -32 -0.8%
37 38
39
40 41