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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
1126
WhitTier Trust Company
Nevada
$521K – – –
PG
1127
Pendal Group
Australia
$520K -$193K -1,908 -28%
SGK
1128
Steigerwald Gordon & Koch
Virginia
$513K -$2.03K -20 -0.4%
FPGK
1129
Financial Partners Group (Kansas)
Kansas
$513K +$15.7K +155 +3%
IF
1130
IRON Financial
Illinois
$513K +$20.9K +206 +4%
CFA
1131
CWS Financial Advisors
Michigan
$512K +$495K +4,879 New
CAN
1132
Claraphi Advisory Network
United States
$511K -$26.9K -265 -5%
VWA
1133
Visionary Wealth Advisors
Illinois
$510K – – –
SB
1134
Sunflower Bank
Texas
$505K -$19.1K -188 -4%
WFM
1135
Wolff Financial Management
Michigan
$505K – – –
NB
1136
NBT Bank
New York
$504K -$10.1K -100 -2%
CT
1137
Coastline Trust
Rhode Island
$504K – – –
HWA
1138
Heritage Wealth Advisors
Virginia
$502K -$203 -2 -0%
SP
1139
Symmetry Partners
Connecticut
$502K – – –
AWA
1140
Arkadios Wealth Advisors
Georgia
$501K -$39.9K -394 -8%
DWM
1141
Darwin Wealth Management
Florida
$501K -$35.2K -347 -7%
NFG
1142
Next Financial Group
Texas
$498K -$50.2K -495 -9%
GIA
1143
Guyasuta Investment Advisors
Pennsylvania
$498K +$12.2K +120 +3%
TIA
1144
Tiemann Investment Advisors
California
$497K -$7.1K -70 -1%
DWM
1145
Destination Wealth Management
California
$497K +$95.4K +941 +25%
P
1146
&Partners
Tennessee
$496K +$35.5K +350 +8%
PFGIA
1147
Patriot Financial Group Insurance Agency
Massachusetts
$495K -$11.8K -116 -2%
MIP
1148
Marietta Investment Partners
Wisconsin
$495K – – –
MSFP
1149
Mark Sheptoff Financial Planning
Connecticut
$495K +$35.3K +348 +8%
NPF
1150
Norris Perne & French
Michigan
$495K +$243K +2,399 +103%
44 45
46
47 48