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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1051
Clifford Swan Investment Counsel
California
$605K -$889 -9 -0.1%
XF
1052
XML Financial
Maryland
$604K +$36.6K +371 +6%
OFG
1053
OmniStar Financial Group
North Carolina
$600K +$1.58K +16 +0.3%
CRI
1054
Colonial River Investments
Virginia
$599K +$13.9K +141 +2%
SWS
1055
SYSTM Wealth Solutions
Illinois
$596K -$81.2K -822 -12%
EA
1056
Eudaimonia Advisors
Tennessee
$596K -$32.2K -326 -5%
FHB
1057
First Hawaiian Bank
Hawaii
$595K +$14K +142 +2%
BIA
1058
Bigelow Investment Advisors
Maine
$594K -$46.4K -470 -7%
ESCM
1059
Echo Street Capital Management
New York
$594K -$327K -3,308 -35%
ACM
1060
Ategra Capital Management
Virginia
$593K -$96.1K -973 -14%
IGWM
1061
ICA Group Wealth Management
Colorado
$586K -$19.6K -198 -3%
FFWM
1062
Future Financial Wealth Management
Ohio
$585K -$110K -1,116 -15%
AP
1063
Americana Partners
Texas
$583K +$14.8K +150 +3%
CFG
1064
Cooper Financial Group
California
$582K +$67.2K +680 +13%
AFP
1065
Ausdal Financial Partners
Iowa
$579K -$6.42K -65 -1%
SACTSONJ
1066
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$579K – – –
VWA
1067
Visionary Wealth Advisors
Illinois
$578K +$103K +1,044 +21%
JFG
1068
Jefferies Financial Group
New York
$578K +$592K +5,990 New
IF
1069
Intrua Financial
Texas
$576K -$995K -10,071 -63%
LFA
1070
Legacy Financial Advisors
Kentucky
$576K +$17.4K +176 +3%
LIA
1071
LBMC Investment Advisors
Tennessee
$576K +$2.17K +22 +0.4%
AWM
1072
Avior Wealth Management
Nebraska
$575K -$83K -840 -12%
TCMP
1073
Thrive Capital Management (Pennsylvania)
Pennsylvania
$574K +$20K +202 +4%
GWM
1074
GSB Wealth Management
Connecticut
$574K -$398K -4,028 -40%
BFS
1075
Bard Financial Services
Connecticut
$573K – – –
41 42
43
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