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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
951
Radnor Capital Management
Pennsylvania
$391K +$15.4K +181 +4%
TIA
952
Tiemann Investment Advisors
California
$388K – – –
KCM
953
Kanawha Capital Management
Virginia
$387K -$47.5K -558 -11%
CAG
954
Crestwood Advisors Group
Massachusetts
$387K +$34K +399 +10%
FIB
955
First Interstate Bank
Montana
$384K -$61.6K -724 -14%
MSA
956
Marino Stram & Associates
Massachusetts
$384K -$31.9K -375 -8%
WTC
957
WhitTier Trust Company
Nevada
$384K – – –
WA
958
Wambolt & Associates
Colorado
$383K +$378K +4,438 New
BFC
959
Bedel Financial Consulting
Indiana
$382K -$399K -4,683 -51%
IWC
960
Integrated Wealth Concepts
Massachusetts
$382K +$90.8K +1,067 +32%
CFN
961
Cordasco Financial Network
Florida
$381K – – –
BHWM
962
Bay Harbor Wealth Management
Maryland
$379K +$373K +4,388 New
SFI
963
SPC Financial Inc
Maryland
$377K +$20.5K +241 +6%
DJSG
964
D.J. St. Germain
Massachusetts
$376K -$17.5K -206 -5%
CBU
965
CIBC Bank USA
Illinois
$375K +$5.02K +59 +1%
BOPW
966
Brandywine Oak Private Wealth
Pennsylvania
$375K +$370K +4,351 New
IB
967
Intrust Bank
Kansas
$374K -$170 -2 -0%
PPP
968
Private Portfolio Partners
New Jersey
$374K +$369K +4,337 New
SWM
969
SVA Wealth Management
Wisconsin
$371K -$25.2K -296 -6%
MSFP
970
Mark Sheptoff Financial Planning
Connecticut
$366K +$11.3K +133 +3%
NIM
971
NuWave Investment Management
New Jersey
$366K +$356K +4,184 +8,046%
SB
972
Strategic Blueprint
Georgia
$363K +$358K +4,204 New
ACG
973
Allen Capital Group
Nebraska
$362K – – –
VWA
974
V Wealth Advisors
Kansas
$360K +$30K +352 +9%
MWM
975
Meridian Wealth Management
Kentucky
$359K -$1.36K -16 -0.4%
37 38
39
40 41