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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1051
Independent Financial Group
California
$840K +$16.5K +148 +2%
IIM
1052
InTrack Investment Management
Vermont
$836K -$55.6K -500 -6%
QCG
1053
Quadrant Capital Group
Ohio
$833K -$47.7K -429 -6%
PA
1054
Prossimo Advisors
California
$830K +$2.78K +25 +0.3%
PJSIMP
1055
P.J. Schmidt Investment Management (PJS)
Wisconsin
$825K -$33.4K -300 -4%
VSQM
1056
V-Square Quantitative Management
Illinois
$823K +$38.3K +344 +5%
CCM
1057
Chiron Capital Management
Florida
$822K -$77.6K -697 -9%
BS
1058
Banco Santander
Spain
$822K -$396K -3,560 -33%
DT
1059
Diversified Trust
Tennessee
$822K +$16.9K +152 +2%
LA
1060
Legacy Advisors
Pennsylvania
$821K +$13.6K +122 +2%
TPI
1061
Trust Point Inc
Wisconsin
$820K -$41K -368 -5%
HCM
1062
Howard Capital Management
Georgia
$819K +$791K +7,106 New
DA
1063
Denali Advisors
California
$819K +$790K +7,100 New
CA
1064
CoreCap Advisors
Michigan
$817K +$223 +2 +0%
RGF
1065
Retirement Guys Formula
Ohio
$813K +$41.3K +371 +6%
AFG
1066
Albion Financial Group
Utah
$812K – – –
9WM
1067
9258 Wealth Management
Ohio
$812K -$347K -3,121 -31%
DAM
1068
Doheny Asset Management
California
$812K – – –
KMWM
1069
Keudell/Morrison Wealth Management
Oregon
$812K -$185K -1,661 -19%
RWM
1070
Ritholtz Wealth Management
New York
$811K +$178K +1,597 +29%
MFA
1071
Mayflower Financial Advisors
Massachusetts
$811K +$557 +5 +0.1%
LWAM
1072
Legacy Wealth Asset Management
Minnesota
$810K -$557 -5 -0.1%
DB
1073
Danske Bank
Denmark
$806K +$33.4K +300 +4%
OIA
1074
Optimum Investment Advisors
Illinois
$803K – – –
JGUA
1075
John G. Ullman & Associates
New York
$802K – – –
41 42
43
44 45