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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1001
Doliver Advisors
Texas
$958K +$20.6K +185 +2%
BWP
1002
Balboa Wealth Partners
Arizona
$954K +$451K +4,053 +96%
BIG
1003
Brooklyn Investment Group
New York
$953K +$6.12K +55 +0.7%
HNWAG
1004
High Net Worth Advisory Group
Florida
$942K +$11.1K +100 +1%
CCAM
1005
Cascades Capital Asset Management
North Carolina
$940K +$907K +8,151 New
BP
1006
BNP Paribas
France
$938K – – –
CCWM
1007
Cassaday & Co Wealth Management
Virginia
$938K +$14.9K +134 +2%
HTIM
1008
Harbour Trust & Investment Management
Indiana
$937K -$20.7K -186 -2%
HIMC
1009
Heritage Investors Management Corp
Maryland
$936K -$274K -2,458 -23%
FNBTCON
1010
First National Bank & Trust Co of Newtown
Pennsylvania
$936K -$11.1K -100 -1%
SF
1011
Summit Financial
New Jersey
$936K +$54.2K +487 +6%
GWANC
1012
Guardian Wealth Advisors (North Carolina)
North Carolina
$933K -$255K -2,292 -22%
SWM
1013
Segment Wealth Management
Texas
$932K -$8.9K -80 -1%
AMBIA
1014
Allen Mooney & Barnes Investment Advisors
Georgia
$928K -$8.01K -72 -0.9%
PGF
1015
Plan Group Financial
Oklahoma
$925K +$84.3K +757 +10%
CIA
1016
Cape Investment Advisory
Georgia
$921K +$16.9K +152 +2%
MW
1017
Marcum Wealth
Ohio
$915K -$57.2K -514 -6%
MS
1018
Madden Securities
Texas
$914K -$11.1K -100 -1%
CI
1019
Cigna Investments
Connecticut
$912K -$15.4K -138 -2%
BHIA
1020
Birch Hill Investment Advisors
Massachusetts
$909K – – –
WT
1021
Whittier Trust
California
$907K +$3.34K +30 +0.4%
HCP
1022
Hexagon Capital Partners
Arkansas
$906K -$43.7K -393 -5%
EFG
1023
Everhart Financial Group
Ohio
$898K +$61.3K +551 +8%
MFG
1024
MidWestOne Financial Group
Iowa
$898K -$15.6K -140 -2%
SSB
1025
Sandy Spring Bank
Maryland
$894K +$226K +2,031 +35%
39 40
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