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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1001
Verity Asset Management
North Carolina
$662K -$21.6K -219 -3%
AMBIA
1002
Allen Mooney & Barnes Investment Advisors
Georgia
$659K -$111K -1,124 -14%
CAM
1003
Cresset Asset Management
Illinois
$658K -$398K -4,032 -37%
FRA
1004
Front Row Advisors
California
$658K -$19.3K -195 -3%
EWM
1005
Endurance Wealth Management
Rhode Island
$657K +$52.3K +529 +8%
SFG
1006
Summit Financial Group
West Virginia
$655K – – –
GIA
1007
Guyasuta Investment Advisors
Pennsylvania
$653K -$20.3K -205 -3%
IAS
1008
Investment Advisory Services
Texas
$652K – – –
WPC
1009
Waters Parkerson & Co
Louisiana
$652K – – –
IFG
1010
Independent Financial Group
California
$652K +$16.4K +166 +3%
CFS
1011
Cannon Financial Strategists
Georgia
$652K +$166K +1,682 +33%
APIM
1012
Agate Pass Investment Management
Washington
$649K -$19.8K -200 -3%
SGI
1013
Summit Global Investments
Utah
$648K -$167K -1,687 -20%
PFGIA
1014
Patriot Financial Group Insurance Agency
Massachusetts
$647K +$51.5K +521 +8%
BS
1015
Bessemer Securities
New York
$646K – – –
WT
1016
Washington Trust
Rhode Island
$645K -$296 -3 -0%
SWM
1017
Stockman Wealth Management
Montana
$642K -$23.9K -242 -4%
FAIM
1018
Financial Advocates Investment Management
Washington
$642K +$8.5K +86 +1%
CGL
1019
Clarius Group LLC
Washington
$641K -$55.5K -562 -8%
CWM
1020
Cornerstone Wealth Management
Missouri
$641K +$657K +6,646 New
KCM
1021
Kanawha Capital Management
Virginia
$640K +$21.3K +216 +3%
ESB
1022
Essex Savings Bank
Connecticut
$638K +$6.52K +66 +1%
AA
1023
Advisory Alpha
Michigan
$636K -$196K -1,983 -23%
DFG
1024
Delta Financial Group
New Jersey
$636K -$51K -516 -7%
MIP
1025
Marietta Investment Partners
Wisconsin
$635K -$16.4K -166 -2%
39 40
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