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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1001
Kings Point Capital Management
New York
$536K -$7.3K -80 -1%
KCM
1002
Kanawha Capital Management
Virginia
$535K +$123K +1,352 +32%
SSB
1003
Sandy Spring Bank
Maryland
$534K -$105K -1,146 -17%
WI
1004
WrapManager Inc
California
$534K -$90.9K -996 -15%
BFS
1005
Bard Financial Services
Connecticut
$534K – – –
BC
1006
Bridgefront Capital
Texas
$529K +$500K +5,484 New
FFBTD
1007
First Financial Bank - Trust Division
Ohio
$527K -$2.46K -27 -0.5%
CAM
1008
Costello Asset Management
Pennsylvania
$526K +$1.09K +12 +0.2%
GWS
1009
Glassman Wealth Services
Virginia
$526K +$19.2K +210 +4%
SFA
1010
Sequoia Financial Advisors
Ohio
$525K +$17.3K +190 +4%
AWM
1011
Absher Wealth Management
North Carolina
$524K +$89.3K +978 +22%
PA
1012
Probity Advisors
Texas
$521K +$493K +5,399 New
PA
1013
Procyon Advisors
Connecticut
$515K -$39.5K -433 -8%
AIC
1014
Archer Investment Corporation
Indiana
$513K -$35.1K -385 -7%
DWM
1015
Darwin Wealth Management
Florida
$512K -$17.6K -193 -4%
DSC
1016
Duncker Streett & Co
Missouri
$510K -$6.3K -69 -1%
PIMG
1017
Patriot Investment Management Group
Tennessee
$510K +$144K +1,576 +42%
VWA
1018
Visionary Wealth Advisors
Illinois
$505K -$14.6K -160 -3%
CBT
1019
CoreFirst Bank & Trust
Kansas
$505K – – –
TIA
1020
Tiemann Investment Advisors
California
$505K +$14.6K +160 +3%
ACA
1021
Aptus Capital Advisors
Alabama
$504K +$3.47K +38 +0.7%
MG
1022
Mather Group
Illinois
$502K +$9.58K +105 +2%
HFAS
1023
Hummer Financial Advisory Services
Illinois
$502K +$12.1K +133 +3%
BP
1024
Ballentine Partners
Massachusetts
$502K +$259K +2,838 +120%
CGH
1025
CMG Global Holdings
Texas
$501K +$474K +5,191 New
39 40
41
42 43