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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1026
Burney Company
Virginia
$643K – – –
MMG
1027
Monetary Management Group
Missouri
$642K – – –
OFG
1028
OmniStar Financial Group
North Carolina
$638K -$9.7K -101 -2%
PFGIA
1029
Patriot Financial Group Insurance Agency
Massachusetts
$638K +$44.1K +459 +8%
DWT
1030
Dorsey & Whitney Trust
South Dakota
$637K -$20.8K -217 -3%
CF
1031
Centaurus Financial
California
$636K +$13.7K +143 +2%
CFCI
1032
Comprehensive Financial Consultants Institutional
Indiana
$636K +$8.35K +87 +1%
AWA
1033
Arkadios Wealth Advisors
Georgia
$635K +$32.8K +342 +6%
WFI
1034
West Family Investments
California
$634K +$36.5K +380 +7%
BHC
1035
Bowen Hanes & Co
Florida
$634K -$14.9K -155 -2%
MA
1036
MJP Associates
Connecticut
$632K +$56.1K +584 +11%
BP
1037
Ballentine Partners
Massachusetts
$631K +$204K +2,122 +53%
CCWM
1038
Cassaday & Co Wealth Management
Virginia
$626K +$583K +6,076 New
AFP
1039
Ausdal Financial Partners
Iowa
$625K +$61.7K +643 +12%
CRI
1040
Colonial River Investments
Virginia
$625K -$14.2K -148 -2%
ST
1041
Spinnaker Trust
Maine
$625K – – –
CAM
1042
Cresset Asset Management
Illinois
$624K -$123K -1,284 -11%
TW
1043
Transform Wealth
Colorado
$624K +$108K +1,120 +23%
FAM
1044
Formidable Asset Management
Ohio
$622K +$672 +7 +0.1%
FHB
1045
First Hawaiian Bank
Hawaii
$620K +$90K +938 +18%
GAM
1046
Gotham Asset Management
New York
$618K +$294K +3,065 +104%
SACTSONJ
1047
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$618K – – –
DAM
1048
Doheny Asset Management
California
$616K -$192K -2,000 -25%
LIA
1049
LBMC Investment Advisors
Tennessee
$613K +$2.02K +21 +0.4%
BFS
1050
Bard Financial Services
Connecticut
$612K +$38.9K +405 +7%
40 41
42
43 44