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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1101
Vident Investment Advisory
Georgia
$403K -$14.6K -158 -3%
MSFP
1102
Mark Sheptoff Financial Planning
Connecticut
$403K -$6.47K -70 -2%
RBC
1103
Roble Belko & Company
Pennsylvania
$400K – – –
WLIM
1104
White Lighthouse Investment Management
Massachusetts
$400K – – –
CAM
1105
Cypress Asset Management
Texas
$400K +$404K +4,370 New
FAT
1106
First American Trust
California
$399K -$1.57K -17 -0.4%
ACI
1107
Alpha Cubed Investments
California
$399K +$47.7K +516 +13%
QCG
1108
Quadrant Capital Group
Ohio
$397K -$8.23K -89 -2%
LFA
1109
Lighthouse Financial Advisors
Maryland
$397K +$5.74K +62 +1%
PPW
1110
Pasadena Private Wealth
California
$397K +$118K +1,277 +42%
BCA
1111
Bray Capital Advisors
Florida
$396K – – –
LC
1112
Lavaca Capital
Texas
$396K +$14.4K +156 +4%
AG
1113
AIA Group
Hong Kong
$396K +$392K +4,242 New
AF
1114
Arrow Financial
New York
$394K +$31.1K +336 +8%
CA
1115
Crewe Advisors
Utah
$393K -$6.84K -74 -2%
EWM
1116
Edge Wealth Management
New York
$392K -$41.9K -453 -10%
ESCM
1117
Echo Street Capital Management
New York
$392K +$396K +4,286 New
AWM
1118
Apollon Wealth Management
South Carolina
$391K -$254K -2,743 -39%
WPP
1119
Whalerock Point Partners
Rhode Island
$390K +$368K +3,977 +1,400%
CT
1120
Cambridge Trust
Massachusetts
$388K +$20.5K +222 +6%
CPSC
1121
Carl P. Sherr & Co
Massachusetts
$386K -$5.18K -56 -1%
FHC
1122
First Heartland Consultants
Missouri
$386K +$463 +5 +0.1%
CFG
1123
Cooper Financial Group
California
$386K +$56K +605 +17%
VVP
1124
Venture Visionary Partners
Ohio
$385K +$390K +4,214 New
KCM
1125
Kanawha Capital Management
Virginia
$383K +$1.94K +21 +0.5%
43 44
45
46 47