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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1126
Douglass Winthrop Advisors
New York
$359K -$148K -1,613 -29%
WKWM
1127
Walter & Keenan Wealth Management
Indiana
$359K -$11.5K -125 -3%
ACG
1128
Allen Capital Group
Nebraska
$358K -$1.74K -19 -0.5%
CT
1129
Coastline Trust
Rhode Island
$357K -$10.3K -112 -3%
MCM
1130
McMillion Capital Management
North Carolina
$356K -$18.3K -200 -5%
SWM
1131
SVA Wealth Management
Wisconsin
$356K +$32.5K +355 +10%
VF
1132
Virtu Financial
New York
$355K -$1.16M -12,667 -77%
MOS
1133
MGO One Seven
Ohio
$355K +$37.3K +407 +12%
GIP
1134
Greatmark Investment Partners
Georgia
$354K – – –
AIC
1135
Ameritas Investment Company
Nebraska
$354K +$23.8K +260 +7%
KA
1136
Kovack Advisors
Florida
$354K +$73.1K +797 +26%
ET
1137
Equitable Trust
Tennessee
$353K -$2.48K -27 -0.7%
BDF
1138
Balasa Dinverno & Foltz
$353K +$38.2K +417 +12%
BIM
1139
Baldwin Investment Management
Pennsylvania
$351K – – –
ECA
1140
Elevated Capital Advisors
Utah
$350K +$352K +3,835 New
RCA
1141
Ranch Capital Advisors
Florida
$349K +$112K +1,222 +47%
P
1142
&Partners
Tennessee
$348K +$1.56K +17 +0.4%
KA
1143
KLCM Advisors
Wisconsin
$347K +$348K +3,799 New
CWS
1144
Cypress Wealth Services
California
$343K +$27K +294 +8%
SEEDPG
1145
S.E.E.D. Planning Group
New York
$343K +$345K +3,766 New
IAMOG
1146
Investors Asset Management of Georgia
Georgia
$342K -$24.4K -266 -7%
WA1
1147
Wimmer Associates 1
California
$341K -$7.33K -80 -2%
AFAS
1148
Acorn Financial Advisory Services
Virginia
$341K +$344K +3,747 New
DLA
1149
Douglas Lane & Associates
New York
$340K -$48.5K -529 -12%
RA
1150
RFG Advisory
Alabama
$339K -$40.2K -438 -11%
44 45
46
47 48