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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
976
Valmark Advisers
Ohio
$1.15M -$61.4K -539 -5%
CCA
977
Checchi Capital Advisers
California
$1.15M +$47.6K +418 +5%
OF
978
Outfitter Financial
Maine
$1.15M -$21.1K -185 -2%
BWP
979
Balboa Wealth Partners
Arizona
$1.15M +$62.5K +548 +6%
SCM
980
Sollinda Capital Management
Florida
$1.15M -$52.3K -459 -5%
JAG
981
Journey Advisory Group
Kentucky
$1.15M -$127K -1,116 -11%
APG
982
Abacus Planning Group
South Carolina
$1.14M +$161K +1,414 +18%
GC
983
Grimes & Company
Massachusetts
$1.14M +$44.1K +387 +4%
DA
984
Doliver Advisors
Texas
$1.14M -$45.6K -400 -4%
BSTWA
985
Blake Schutter Theil Wealth Advisors
Ohio
$1.14M -$17K -149 -2%
PWM
986
Pines Wealth Management
North Carolina
$1.14M +$6.95K +61 +0.6%
PFSC
987
Peoples Financial Services Corp
Pennsylvania
$1.14M -$1.82K -16 -0.2%
IIM
988
InTrack Investment Management
Vermont
$1.13M +$43.3K +380 +4%
GVAG
989
Great Valley Advisor Group
Delaware
$1.13M +$40.6K +356 +4%
BAM
990
Blueshift Asset Management
New Jersey
$1.13M +$1.06M +9,267 New
KFS
991
Keynote Financial Services
Connecticut
$1.13M – – –
FMB
992
Field & Main Bank
Kentucky
$1.12M +$32.8K +288 +3%
SLI
993
Sumitomo Life Insurance
Japan
$1.12M -$114 -1 -0%
BFA
994
Beacon Financial Advisory
Ohio
$1.12M +$2.85K +25 +0.3%
SWM
995
Segment Wealth Management
Texas
$1.11M +$106K +929 +11%
MW
996
MBL Wealth
North Carolina
$1.11M +$280K +2,456 +37%
FNA
997
First National Advisers
Nebraska
$1.11M -$35.3K -310 -3%
RGF
998
Retirement Guys Formula
Ohio
$1.1M +$144K +1,264 +16%
SCI
999
Stableford Capital II
Arizona
$1.09M -$57.5K -504 -5%
PA
1000
Procyon Advisors
Connecticut
$1.09M -$73.5K -645 -7%
38 39
40
41 42