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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
1001
Qtron Investments
Massachusetts
$681K -$520K -5,416 -45%
IFG
1002
Independent Financial Group
California
$679K -$44.4K -463 -7%
FAIM
1003
Financial Advocates Investment Management
Washington
$676K +$403K +4,202 +178%
ESB
1004
Essex Savings Bank
Connecticut
$675K -$27.6K -288 -4%
VWA
1005
V Wealth Advisors
Kansas
$674K +$96 +1 +0%
EA
1006
Eudaimonia Advisors
Tennessee
$670K -$8.35K -87 -1%
CI
1007
Conning Inc
Connecticut
$668K -$153K -1,595 -20%
FIM
1008
Fruth Investment Management
Texas
$667K – – –
RFA
1009
Resurgent Financial Advisors
Georgia
$665K +$281K +2,932 +83%
CPSAC
1010
Chas P. Smith & Associates (CPS)
Florida
$661K -$117K -1,220 -16%
KCM
1011
Kanawha Capital Management
Virginia
$661K +$5.76K +60 +0.9%
PAG
1012
Powers Advisory Group
Illinois
$659K +$7.39K +77 +1%
PCM
1013
Princeton Capital Management
New Jersey
$656K +$26.9K +280 +5%
NP
1014
NorthRock Partners
Minnesota
$652K -$136K -1,414 -18%
FM
1015
Family Management
New York
$651K -$12.4K -129 -2%
WMA
1016
Wealth Management Associates
New Jersey
$650K -$9.89K -103 -2%
CPWA
1017
Cerro Pacific Wealth Advisors
California
$650K -$83.6K -871 -12%
CA
1018
Cornerstone Advisory
Maryland
$649K -$76.3K -795 -11%
EWM
1019
Endurance Wealth Management
Rhode Island
$647K -$39.9K -416 -6%
GAMC
1020
Garner Asset Management Corp
Texas
$647K +$480 +5 +0.1%
CSIC
1021
Clifford Swan Investment Counsel
California
$647K -$191K -1,989 -24%
RWA
1022
Ropes Wealth Advisors
Massachusetts
$647K -$30.3K -316 -5%
SFI
1023
SPC Financial Inc
Maryland
$646K -$159K -1,655 -21%
IGWM
1024
ICA Group Wealth Management
Colorado
$645K -$1.29M -13,455 -68%
KFA
1025
Kapstone Financial Advisors
Ohio
$644K +$606K +6,312 New
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