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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OCG
1001
Opus Capital Group
Ohio
$309K – – –
JA
1002
JOYN Advisors
Georgia
$309K +$285K +3,708 +1,818%
IFAM
1003
Institutional & Family Asset Management
Colorado
$307K +$123K +1,600 +70%
WA1
1004
Wimmer Associates 1
California
$305K -$4.62K -60 -2%
MA
1005
MCF Advisors
Kentucky
$304K -$55.2K -718 -16%
AI
1006
Atria Investments
North Carolina
$304K -$3.69K -48 -1%
OC
1007
Oarsman Capital
Wisconsin
$303K – – –
HCA
1008
Horan Capital Advisors
Ohio
$302K – – –
SFM
1009
Signature Financial Management
Virginia
$301K +$292K +3,800 New
VC
1010
Vicus Capital
Pennsylvania
$298K -$141K -1,832 -33%
DJSG
1011
D.J. St. Germain
Massachusetts
$298K +$4.31K +56 +2%
GRP
1012
Global Retirement Partners
California
$297K +$13.9K +181 +5%
DP
1013
Dearborn Partners
Illinois
$296K -$28.1K -366 -9%
EGA
1014
Eagle Global Advisors
Texas
$295K – – –
HL
1015
HeadInvest LLC
Maine
$295K – – –
VWA
1016
V Wealth Advisors
Kansas
$295K +$27.1K +353 +11%
BTW
1017
Boston Trust Walden
Massachusetts
$294K -$142K -1,847 -33%
KFC
1018
Klingenstein Fields & Co
New York
$294K – – –
FQ
1019
First Quadrant
California
$293K – – –
FFA
1020
First Foundation Advisors
California
$293K +$21.8K +284 +8%
MC
1021
Middleton & Co
Massachusetts
$292K -$6.84K -89 -2%
Bessemer Group
1022
Bessemer Group
New Jersey
$291K -$11.2K -145 -4%
HFA
1023
HC Financial Advisors
California
$291K +$12.2K +159 +5%
M
1024
MOTCO
Texas
$291K +$131K +1,707 +86%
ET
1025
Equitable Trust
Tennessee
$291K +$283K +3,685 New