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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1076
Essex Savings Bank
Connecticut
$930K -$18.1K -159 -2%
LCM
1077
Landscape Capital Management
New Jersey
$927K +$867K +7,602 New
AFP
1078
Ausdal Financial Partners
Iowa
$927K +$190K +1,664 +28%
FG
1079
Fiduciary Group
Georgia
$926K +$5.7K +50 +0.7%
CIA
1080
Cape Investment Advisory
Georgia
$923K +$17.8K +156 +2%
SWM
1081
Sculati Wealth Management
Michigan
$923K +$341K +2,990 +65%
MFGM
1082
Marshall Financial Group (Maryland)
Maryland
$920K -$51.2K -449 -6%
BIM
1083
Baldwin Investment Management
Pennsylvania
$919K +$78.4K +688 +10%
BPC
1084
Bearing Point Capital
Minnesota
$915K +$28.5K +250 +3%
KMWM
1085
Keudell/Morrison Wealth Management
Oregon
$906K +$23.3K +204 +3%
NP
1086
NorthRock Partners
Minnesota
$899K +$61.6K +540 +8%
CA
1087
Continuum Advisory
Idaho
$898K +$45.7K +401 +6%
BC
1088
Bayforest Capital
United Kingdom
$896K +$828K +7,265 +9,314%
ACGA
1089
Atlanta Consulting Group Advisors
Georgia
$895K +$81.4K +714 +11%
CB
1090
Cadence Bank
Mississippi
$895K -$8.66K -76 -1%
NFC
1091
Northstar Financial Companies
Pennsylvania
$894K +$76.3K +669 +10%
PAI
1092
Pittenger & Anderson Inc
Nebraska
$884K +$217K +1,900 +36%
SW
1093
Simplicity Wealth
New Jersey
$883K +$509K +4,464 +161%
RAG
1094
RIA Advisory Group
Iowa
$882K +$295K +2,592 +56%
DFG
1095
Delta Financial Group
New Jersey
$881K -$16K -140 -2%
CFG
1096
Cooper Financial Group
California
$874K -$346K -3,032 -30%
SWM
1097
Spire Wealth Management
Virginia
$874K +$79.9K +701 +11%
SGI
1098
Summit Global Investments
Utah
$869K -$412K -3,613 -34%
BIA
1099
Bigelow Investment Advisors
Maine
$869K +$65.3K +573 +9%
MFA
1100
Mayflower Financial Advisors
Massachusetts
$866K +$2.74K +24 +0.3%
42 43
44
45 46