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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1026
Verity Asset Management
North Carolina
$1.25M +$36.1K +289 +3%
CCAM
1027
Cascades Capital Asset Management
North Carolina
$1.24M -$230K -1,841 -16%
SWM
1028
Sculati Wealth Management
Michigan
$1.24M +$50.8K +406 +4%
LFG
1029
Larson Financial Group
Missouri
$1.24M +$217K +1,738 +22%
ECM
1030
Evergreen Capital Management
Washington
$1.24M +$626K +5,008 +112%
VAS
1031
Vestmark Advisory Solutions
Massachusetts
$1.24M -$316K -2,527 -21%
KCPG
1032
Kavar Capital Partners Group
Kansas
$1.24M -$46.9K -375 -4%
KWA
1033
Kellett Wealth Advisors
Ohio
$1.23M -$11.9K -95 -1%
PWM
1034
Pines Wealth Management
North Carolina
$1.23M -$53.4K -427 -4%
DB
1035
Danske Bank
Denmark
$1.23M – – –
RFA
1036
Rollins Financial Advisors
New York
$1.23M +$1.5K +12 +0.1%
APG
1037
Abacus Planning Group
South Carolina
$1.23M -$3.5K -28 -0.3%
GVAG
1038
Great Valley Advisor Group
Delaware
$1.22M +$85.5K +684 +8%
LSA
1039
Leonteq Securities AG
Switzerland
$1.22M +$529K +4,231 +83%
CFP
1040
Catalyst Financial Partners
Massachusetts
$1.22M +$494K +3,949 +74%
MGIA
1041
Moneta Group Investment Advisors
Missouri
$1.22M +$84.9K +679 +8%
CAG
1042
Crestwood Advisors Group
Massachusetts
$1.21M +$208K +1,660 +22%
SC
1043
Sapient Capital
Indiana
$1.21M +$295K +2,358 +34%
AB
1044
Atlas Brown
Kentucky
$1.21M +$4.88K +39 +0.4%
PL
1045
PeakShares LLC
Florida
$1.21M +$79.5K +636 +7%
PFSC
1046
Peoples Financial Services Corp
Pennsylvania
$1.2M -$8.25K -66 -0.7%
CCIA
1047
Campbell & Co Investment Adviser
Maryland
$1.2M +$1.15M +9,163 New
KFS
1048
Keynote Financial Services
Connecticut
$1.2M -$12.5K -100 -1%
WFG
1049
Wills Financial Group
Virginia
$1.2M +$139K +1,113 +13%
FMB
1050
Field & Main Bank
Kentucky
$1.19M -$5K -40 -0.4%
40 41
42
43 44