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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
951
Marcum Wealth
Ohio
$847K -$89.3K -893 -10%
SFI
952
SPC Financial Inc
Maryland
$846K +$16.1K +161 +2%
CG
953
Caprock Group
Idaho
$844K +$410K +4,098 +95%
FNA
954
First National Advisers
Nebraska
$844K -$57.1K -571 -6%
PWM
955
Perigon Wealth Management
California
$839K -$38.2K -382 -4%
SAM
956
Smartleaf Asset Management
Massachusetts
$838K +$215K +2,152 +35%
OC
957
Oakworth Capital
Alabama
$836K +$39.4K +394 +5%
CB
958
Cadence Bank
Mississippi
$834K -$49.5K -495 -6%
HTIM
959
Harbour Trust & Investment Management
Indiana
$833K -$17.2K -172 -2%
PFGIA
960
Patriot Financial Group Insurance Agency
Massachusetts
$833K +$17.5K +175 +2%
CFG
961
Citizens Financial Group
Rhode Island
$831K +$125K +1,247 +18%
BP
962
Ballentine Partners
Massachusetts
$829K +$99.6K +996 +14%
HCP
963
Hexagon Capital Partners
Arkansas
$827K -$8.2K -82 -1%
PP
964
Paloma Partners
Connecticut
$826K +$266K +2,656 +48%
FNBTCON
965
First National Bank & Trust Co of Newtown
Pennsylvania
$824K -$33.3K -333 -4%
RWP
966
RWA Wealth Partners
Massachusetts
$822K +$68.8K +688 +9%
GC
967
Grimes & Company
Massachusetts
$822K -$69K -690 -8%
VAM
968
Verity Asset Management
North Carolina
$820K +$900 +9 +0.1%
SWM
969
Segment Wealth Management
Texas
$818K – – –
DA
970
Doliver Advisors
Texas
$815K +$213K +2,131 +36%
AMBIA
971
Allen Mooney & Barnes Investment Advisors
Georgia
$814K -$108K -1,076 -12%
ACS
972
Archford Capital Strategies
Illinois
$812K -$5.2K -52 -0.6%
BP
973
BNP Paribas
France
$812K – – –
MS
974
Maven Securities
Jersey
$811K +$809K +8,091 New
IAIM
975
International Assets Investment Management
Florida
$810K -$300 -3 -0%
37 38
39
40 41