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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1076
HeadInvest LLC
Maine
$798K +$53.2K +478 +7%
WFG
1077
Wills Financial Group
Virginia
$796K +$33.7K +303 +5%
FCAS
1078
First Command Advisory Services
Texas
$796K -$21K -189 -3%
UCB
1079
United Community Bank
South Carolina
$793K -$24.9K -224 -3%
HCM
1080
Hengehold Capital Management
Ohio
$792K -$38.1K -342 -5%
NEI
1081
Northwest & Ethical Investments
Ontario, Canada
$792K -$28.5K -256 -4%
LMKC
1082
L.M. Kohn & Company
Ohio
$792K +$75.5K +678 +11%
WT
1083
Washington Trust
Rhode Island
$786K -$34.3K -308 -4%
CSI
1084
Cross Staff Investments
New York
$782K +$37K +332 +5%
ADL
1085
Asset Dedication LLC
California
$780K -$318K -2,860 -30%
AWA
1086
Adapt Wealth Advisors
Georgia
$777K – – –
WMA
1087
Wealth Management Associates
New Jersey
$774K +$33.4K +300 +5%
CA
1088
Cornerstone Advisory
Maryland
$772K +$7.57K +68 +1%
EGM
1089
Engineers Gate Manager
New York
$772K +$745K +6,692 New
FA
1090
Fiduciary Alliance
South Carolina
$771K +$343K +3,080 +85%
BIA
1091
Bigelow Investment Advisors
Maine
$770K -$668 -6 -0.1%
AIC
1092
Archer Investment Corporation
Indiana
$770K +$1K +9 +0.1%
KCPG
1093
Kavar Capital Partners Group
Kansas
$768K – – –
CAM
1094
Costello Asset Management
Pennsylvania
$768K -$22.4K -201 -3%
PAG
1095
Powers Advisory Group
Illinois
$767K +$4.34K +39 +0.6%
CA
1096
Continuum Advisory
Idaho
$767K -$40.5K -364 -5%
WBCM
1097
Wilson & Boucher Capital Management
California
$766K – – –
FAIM
1098
Financial Advocates Investment Management
Washington
$765K -$80.1K -720 -10%
AAG
1099
Armstrong Advisory Group
Massachusetts
$763K -$75.9K -682 -9%
HT
1100
Headlands Technologies
Illinois
$761K +$735K +6,602 New
42 43
44
45 46