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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1051
Whittier Trust
California
$862K +$15.1K +133 +2%
MFGM
1052
Marshall Financial Group (Maryland)
Maryland
$861K -$55.6K -491 -6%
LF
1053
LifePlan Financial
Minnesota
$859K +$198K +1,748 +28%
APG
1054
Abacus Planning Group
South Carolina
$858K +$41K +362 +5%
KA
1055
KLCM Advisors
Wisconsin
$858K +$71.8K +634 +9%
BOH
1056
Bank of Hawaii
Hawaii
$858K -$105K -929 -10%
MS
1057
Madden Securities
Texas
$854K – – –
BHIA
1058
Birch Hill Investment Advisors
Massachusetts
$850K – – –
CI
1059
Cigna Investments
Connecticut
$846K -$6.46K -57 -0.7%
JFGIW
1060
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$843K -$152K -1,343 -15%
DT
1061
Diversified Trust
Tennessee
$843K +$77.9K +688 +10%
HA
1062
Huntleigh Advisors
Missouri
$840K +$883K +7,797 New
RGF
1063
Retirement Guys Formula
Ohio
$840K +$83.9K +741 +11%
ESB
1064
Essex Savings Bank
Connecticut
$838K +$49.6K +438 +6%
OFS
1065
OneAscent Financial Services
Alabama
$832K +$177K +1,566 +25%
CFS
1066
Cannon Financial Strategists
Georgia
$831K +$44.4K +392 +5%
CBOR
1067
Community Bank of Raymore
Missouri
$829K -$120K -1,055 -12%
WHC
1068
Wulff, Hansen & Co
California
$827K – – –
BS
1069
Banco Santander
Spain
$823K +$57.8K +510 +7%
DFG
1070
Delta Financial Group
New Jersey
$818K +$1.59K +14 +0.2%
FG
1071
Fiduciary Group
Georgia
$813K – – –
AAP
1072
Arax Advisory Partners
Colorado
$812K +$612K +5,405 +253%
MFG
1073
MidWestOne Financial Group
Iowa
$810K -$31.2K -275 -4%
RCM
1074
Radnor Capital Management
Pennsylvania
$808K -$249K -2,200 -23%
EFG
1075
Everhart Financial Group
Ohio
$806K -$35.6K -314 -4%
41 42
43
44 45