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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
951
Retirement Planning Company of New England
Rhode Island
$741K +$11K +115 +2%
ACS
952
Archford Capital Strategies
Illinois
$740K +$96.9K +1,009 +16%
DFG
953
Delta Financial Group
New Jersey
$737K +$682K +7,108 New
KA
954
Kovack Advisors
Florida
$736K +$149K +1,555 +28%
CSI
955
Cross Staff Investments
New York
$734K – – –
ACM
956
Ategra Capital Management
Virginia
$733K -$15.6K -162 -2%
ACM
957
Adalta Capital Management
New York
$732K – – –
GEA
958
Glen Eagle Advisors
New Jersey
$732K -$8.06K -84 -1%
RCM
959
RB Capital Management
Nevada
$732K +$19.5K +203 +3%
CAM
960
Carret Asset Management
New York
$730K +$96 +1 +0%
VAM
961
Verity Asset Management
North Carolina
$730K +$140K +1,461 +26%
FFC
962
First Financial Corp
Indiana
$726K -$43.4K -452 -6%
FFBTD
963
First Financial Bank - Trust Division
Ohio
$726K +$131K +1,367 +24%
AFG
964
Albion Financial Group
Utah
$726K – – –
NC
965
NovaPoint Capital
Georgia
$725K +$19.8K +206 +3%
JGUA
966
John G. Ullman & Associates
New York
$724K +$5.86K +61 +0.9%
WFG
967
Wills Financial Group
Virginia
$723K -$24.2K -252 -3%
FRA
968
Front Row Advisors
California
$723K – – –
SWS
969
SYSTM Wealth Solutions
Illinois
$721K +$672K +7,004 New
GIA
970
Guyasuta Investment Advisors
Pennsylvania
$718K +$192K +2,000 +40%
PCM
971
Parsons Capital Management
Rhode Island
$717K – – –
WCM
972
Washington Capital Management
Washington
$714K -$27.4K -285 -4%
APIM
973
Agate Pass Investment Management
Washington
$713K -$98.2K -1,023 -13%
SC
974
Steph & Co
Wisconsin
$712K +$131K +1,367 +25%
SWM
975
Stockman Wealth Management
Montana
$711K – – –
37 38
39
40 41