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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1026
Bay Colony Advisors
Massachusetts
$520K +$54.5K +526 +11%
LWM
1027
Loveless Wealth Management
Montana
$513K +$121K +1,170 +29%
CBT
1028
CoreFirst Bank & Trust
Kansas
$511K – – –
DSC
1029
Duncker Streett & Co
Missouri
$511K +$518 +5 +0.1%
DWM
1030
Darwin Wealth Management
Florida
$511K +$725 +7 +0.1%
DLA
1031
Douglas Lane & Associates
New York
$511K +$1.86K +18 +0.3%
NFG
1032
Next Financial Group
Texas
$511K +$82.7K +799 +18%
FHB
1033
First Hawaiian Bank
Hawaii
$508K -$3.31K -32 -0.6%
FBC
1034
Fairfield, Bush & Co
Connecticut
$507K -$53K -512 -9%
HFAS
1035
Hummer Financial Advisory Services
Illinois
$507K – – –
RCM
1036
Radnor Capital Management
Pennsylvania
$507K +$293K +2,833 +120%
CGH
1037
CMG Global Holdings
Texas
$506K – – –
MG
1038
Mather Group
Illinois
$505K -$26.9K -260 -5%
AWA
1039
Arkadios Wealth Advisors
Georgia
$504K -$327K -3,155 -38%
TAIM
1040
TD Ameritrade Investment Management
Nebraska
$504K +$108K +1,045 +23%
PFC
1041
Phocas Financial Corp
California
$503K – – –
HPWA
1042
Hall Private Wealth Advisors
North Carolina
$502K -$31K -299 -5%
CAN
1043
Claraphi Advisory Network
United States
$501K -$241K -2,329 -31%
BFC
1044
Bedel Financial Consulting
Indiana
$501K -$2.9K -28 -0.5%
GVAG
1045
Great Valley Advisor Group
Delaware
$500K +$18.1K +175 +4%
WFG
1046
Wills Financial Group
Virginia
$500K +$53K +512 +11%
AWM
1047
Accurate Wealth Management
Florida
$499K +$7.04K +68 +1%
SWA
1048
Stratos Wealth Advisors
Ohio
$496K -$56.2K -543 -10%
RCM
1049
RB Capital Management
Nevada
$493K +$1.03K +10 +0.2%
CA
1050
Calton & Associates
Florida
$492K -$99.4K -960 -16%
40 41
42
43 44