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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OF
951
Outfitter Financial
Maine
$1.07M -$27.8K -250 -3%
SKK
952
Shepherd Kaplan Krochuk
Massachusetts
$1.06M -$140K -1,256 -12%
JAG
953
Journey Advisory Group
Kentucky
$1.05M +$27.9K +251 +2%
GC
954
Grimes & Company
Massachusetts
$1.05M +$104K +938 +11%
MIM
955
Morningstar Investment Management
Illinois
$1.05M -$7.12K -64 -0.7%
NP
956
Ninepoint Partners
Ontario, Canada
$1.05M +$1.01M +9,107 New
SAG
957
SageView Advisory Group
California
$1.05M -$491K -4,414 -33%
LNWWM
958
Laird Norton Wetherby Wealth Management
California
$1.05M -$81.9K -736 -8%
CCA
959
Checchi Capital Advisers
California
$1.04M +$6.79K +61 +0.7%
SC
960
Steph & Co
Wisconsin
$1.04M +$17.1K +154 +2%
MWM
961
Modern Wealth Management
Kansas
$1.03M +$100K +901 +11%
DFCM
962
Dark Forest Capital Management
Puerto Rico
$1.03M +$765K +6,874 +333%
WWM
963
Western Wealth Management
Colorado
$1.03M +$19.1K +172 +2%
WIA
964
World Investment Advisors
California
$1.03M -$330K -2,967 -25%
BOH
965
Bank of Hawaii
Hawaii
$1.02M -$133K -1,194 -12%
GWM
966
Gibbs Wealth Management
Georgia
$1.02M +$132K +1,189 +15%
JFGIW
967
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.02M +$31.4K +282 +3%
TTWM
968
TCV Trust & Wealth Management
Virginia
$1.02M -$668 -6 -0.1%
VAM
969
Verity Asset Management
North Carolina
$1.01M +$69.8K +627 +8%
BP
970
Ballentine Partners
Massachusetts
$1.01M +$57.4K +516 +6%
CTA
971
Chesley Taft & Associates
Illinois
$1.01M – – –
HFS
972
Horizon Financial Services
North Carolina
$1.01M +$78.9K +709 +9%
CBOR
973
Community Bank of Raymore
Missouri
$1.01M -$83.5K -750 -8%
ACM
974
Allred Capital Management
Texas
$1M -$22.8K -205 -2%
TBA
975
Tower Bridge Advisors
Pennsylvania
$1M +$83.5K +750 +9%
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