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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
951
First Command Advisory Services
Texas
$692K +$719K +7,839 New
WPC
952
Wedmont Private Capital
Pennsylvania
$691K -$40.4K -441 -5%
CAM
953
Centre Asset Management
New York
$691K -$11.1K -121 -2%
PA
954
Prossimo Advisors
California
$691K +$5.5K +60 +0.8%
LWAM
955
Legacy Wealth Asset Management
Minnesota
$687K +$4.68K +51 +0.7%
PI
956
PFG Investments
New York
$684K +$101K +1,106 +17%
MAM
957
Madison Asset Management
Wisconsin
$684K -$3.48K -38 -0.5%
IFG
958
Independent Financial Group
California
$678K +$16.9K +184 +2%
FBB
959
Fulton Breakefield Broenniman
Maryland
$678K -$22.5K -245 -3%
WHC
960
Wulff, Hansen & Co
California
$677K – – –
IBOK
961
Independence Bank of Kentucky
Kentucky
$674K -$132K -1,445 -16%
RCM
962
Radnor Capital Management
Pennsylvania
$672K -$19.7K -215 -3%
BONH
963
Bank of New Hampshire
New Hampshire
$672K -$10.5K -115 -1%
RWB
964
RMR Wealth Builders
New Jersey
$672K +$439K +4,783 +169%
MS
965
Maven Securities
Jersey
$672K +$698K +7,609 New
HNWAG
966
High Net Worth Advisory Group
Florida
$668K – – –
CD
967
Chapin Davis
Maryland
$666K – – –
CCWM
968
Cassaday & Co Wealth Management
Virginia
$666K +$56.9K +621 +9%
OIA
969
Optimum Investment Advisors
Illinois
$665K – – –
IAMOG
970
Investors Asset Management of Georgia
Georgia
$664K +$891K +9,715 +295%
FVWA
971
Foster Victor Wealth Advisors
South Carolina
$664K +$4.58K +50 +0.7%
WI
972
WrapManager Inc
California
$663K -$82.7K -902 -11%
HCP
973
Hexagon Capital Partners
Arkansas
$663K +$109K +1,187 +19%
CS
974
Capital Square
Tennessee
$659K -$16.9K -184 -2%
NIM
975
NEOS Investment Management
Connecticut
$659K +$684K +7,466 New
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40 41