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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FAMI
976
Fideuram Asset Management (Ireland)
$1.26M +$1.32M +10,829 New
BWP
977
Balboa Wealth Partners
Arizona
$1.26M -$37.4K -306 -3%
LF
978
LifePlan Financial
Minnesota
$1.26M +$66.3K +543 +5%
WPP
979
Whalerock Point Partners
Rhode Island
$1.26M +$34.8K +285 +3%
CI
980
Cherokee Insurance
Michigan
$1.25M – – –
TTWM
981
TCV Trust & Wealth Management
Virginia
$1.25M +$31.7K +260 +2%
OFG
982
OmniStar Financial Group
North Carolina
$1.25M +$17.8K +146 +1%
FAM
983
Formidable Asset Management
Ohio
$1.25M -$124K -1,016 -9%
EGA
984
Eagle Global Advisors
Texas
$1.25M +$1.3M +10,650 New
FPL
985
Fortress Private Ledger
North Carolina
$1.24M +$52.8K +432 +4%
FCM
986
Fourpath Capital Management
Oklahoma
$1.24M -$8.55K -70 -0.7%
RF
987
Roxbury Financial
New Jersey
$1.23M +$10.7K +88 +0.8%
FCCM
988
First City Capital Management
Georgia
$1.23M -$36K -295 -3%
CIAS
989
CFS Investment Advisory Services
New Jersey
$1.22M +$74.7K +612 +6%
SC
990
Schulhoff & Co
Ohio
$1.22M – – –
THCM
991
Taylor Hoffman Capital Management
Virginia
$1.22M +$8.79K +72 +0.7%
OKSA
992
O'Keefe Stevens Advisory
New York
$1.21M +$56.2K +460 +5%
MFIM
993
Mesirow Financial Investment Management
Illinois
$1.21M -$242K -1,984 -16%
GCM
994
Gables Capital Management
Florida
$1.2M +$42.7K +350 +4%
NFC
995
Northstar Financial Companies
Pennsylvania
$1.2M -$359K -2,938 -22%
NFSG
996
Newbridge Financial Services Group
Florida
$1.19M -$20.1K -165 -2%
RGF
997
Retirement Guys Formula
Ohio
$1.19M -$3.66K -30 -0.3%
CC
998
Chicago Capital
Illinois
$1.19M -$17.6K -144 -1%
BP
999
Ballentine Partners
Massachusetts
$1.18M -$237K -1,942 -16%
FT
1000
Fiduciary Trust
Massachusetts
$1.18M -$211K -1,726 -15%
38 39
40
41 42