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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1101
Lake Street Advisors Group
New Hampshire
$622K -$16.8K -168 -3%
VVP
1102
Venture Visionary Partners
Ohio
$622K +$15.6K +156 +3%
CCA
1103
Cobblestone Capital Advisors
New York
$622K -$56.3K -563 -8%
LMKC
1104
L.M. Kohn & Company
Ohio
$620K +$12.5K +125 +2%
MGIA
1105
Moneta Group Investment Advisors
Missouri
$618K +$14.1K +141 +2%
CIC
1106
Carnegie Investment Counsel
Ohio
$614K -$133K -1,331 -18%
WI
1107
Wintrust Investments
Illinois
$613K +$25.6K +256 +4%
MW
1108
MBL Wealth
North Carolina
$612K +$3K +30 +0.5%
SWM
1109
SeaCrest Wealth Management
New York
$611K +$9.8K +98 +2%
W
1110
Wealthquest
Ohio
$611K – – –
KA
1111
KLCM Advisors
Wisconsin
$608K +$88.2K +882 +17%
HBT
1112
Hills Bank & Trust
Iowa
$605K – – –
ACGA
1113
Atlanta Consulting Group Advisors
Georgia
$602K -$52.3K -523 -8%
SACTSONJ
1114
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$601K – – –
BFS
1115
Bard Financial Services
Connecticut
$598K -$5.5K -55 -0.9%
SWM
1116
Stockman Wealth Management
Montana
$597K +$4K +40 +0.7%
LIM
1117
Longfellow Investment Management
Massachusetts
$597K +$4.1K +41 +0.7%
CBB
1118
Citizens Business Bank
California
$593K -$2M -19,951 -77%
GEA
1119
Glen Eagle Advisors
New Jersey
$593K +$21.7K +217 +4%
GIA
1120
Gladstone Institutional Advisory
Florida
$591K +$27.8K +278 +5%
GIA
1121
Guyasuta Investment Advisors
Pennsylvania
$591K – – –
APIM
1122
Agate Pass Investment Management
Washington
$591K -$45K -450 -7%
CSIC
1123
Clifford Swan Investment Counsel
California
$590K – – –
IBOK
1124
Independence Bank of Kentucky
Kentucky
$589K -$10K -100 -2%
TC
1125
Trilogy Capital
California
$585K +$8.1K +81 +1%
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