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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1026
Frank Rimerman Advisors
California
$891K -$388K -3,486 -31%
FMB
1027
Field & Main Bank
Kentucky
$890K +$149K +1,335 +21%
CD
1028
Chapin Davis
Maryland
$885K – – –
WHC
1029
Wulff, Hansen & Co
California
$885K – – –
CA
1030
Cullinan Associates
Kentucky
$884K -$677K -6,082 -45%
VF
1031
Vest Financial
Virginia
$883K +$567K +5,096 +199%
APG
1032
Abacus Planning Group
South Carolina
$877K -$5.12K -46 -0.6%
DFG
1033
Delta Financial Group
New Jersey
$874K -$6.01K -54 -0.7%
FFWM
1034
Future Financial Wealth Management
Ohio
$874K -$4.56K -41 -0.5%
FG
1035
Fiduciary Group
Georgia
$870K -$16.7K -150 -2%
NB
1036
Northwest Bancshares
Pennsylvania
$864K -$29.6K -266 -3%
DI
1037
Diligent Investors
California
$861K +$111 +1 +0%
DWT
1038
Dorsey & Whitney Trust
South Dakota
$859K +$355K +3,191 +75%
USCWA
1039
U.S. Capital Wealth Advisors
Texas
$855K -$10K -90 -1%
KIA
1040
KCM Investment Advisors
California
$853K +$668 +6 +0.1%
HPC
1041
HM Payson & Co
Maine
$847K -$28.4K -255 -3%
ESB
1042
Essex Savings Bank
Connecticut
$847K -$111 -1 -0%
RCAG
1043
Rehmann Capital Advisory Group
Michigan
$845K +$2.56K +23 +0.3%
KA
1044
KLCM Advisors
Wisconsin
$845K +$141K +1,267 +21%
CFS
1045
Cannon Financial Strategists
Georgia
$844K +$197K +1,769 +32%
LJAC
1046
L.J. Altfest & Co
New York
$843K +$814K +7,314 New
AWM
1047
Avior Wealth Management
Nebraska
$842K -$10.1K -91 -1%
MM
1048
MQS Management
New York
$841K +$812K +7,297 New
WFI
1049
West Family Investments
California
$840K +$50.8K +456 +7%
CCP
1050
Cassia Capital Partners
North Carolina
$840K -$59.5K -535 -7%
40 41
42
43 44