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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1126
Darwin Wealth Management
Florida
$547K +$415 +4 +0.1%
WEG
1127
World Equity Group
Illinois
$545K +$507K +4,883 New
VWA
1128
Visionary Wealth Advisors
Illinois
$545K +$1.25K +12 +0.2%
DA
1129
Doliver Advisors
Texas
$545K +$20.1K +194 +4%
FHC
1130
First Heartland Consultants
Missouri
$543K +$27.7K +267 +6%
CBT
1131
CoreFirst Bank & Trust
Kansas
$540K -$41.5K -400 -8%
NB
1132
NBT Bank
New York
$538K – – –
CT
1133
Coastline Trust
Rhode Island
$537K – – –
WFM
1134
Wolff Financial Management
Michigan
$537K – – –
BFC
1135
Bedel Financial Consulting
Indiana
$536K -$39.5K -380 -7%
JG
1136
Jefferies Group
New York
$536K +$498K +4,799 New
WTC
1137
WhitTier Trust Company
Nevada
$535K -$17.2K -166 -3%
SGK
1138
Steigerwald Gordon & Koch
Virginia
$535K -$9.87K -95 -2%
SP
1139
Symmetry Partners
Connecticut
$534K – – –
CA
1140
Crewe Advisors
Utah
$531K +$36.1K +348 +8%
P
1141
&Partners
Tennessee
$529K +$1.66K +16 +0.3%
WDA
1142
Wendell David Associates
New Hampshire
$528K -$163K -1,567 -25%
TIA
1143
Tiemann Investment Advisors
California
$527K -$2.08K -20 -0.4%
MIP
1144
Marietta Investment Partners
Wisconsin
$527K – – –
HFAS
1145
Hummer Financial Advisory Services
Illinois
$527K +$25.9K +249 +6%
IAIM
1146
International Assets Investment Management
Florida
$525K -$130K -1,252 -21%
WI
1147
Wintrust Investments
Illinois
$525K -$62.3K -600 -11%
KA
1148
KLCM Advisors
Wisconsin
$524K +$13.8K +133 +3%
SS
1149
Sunbelt Securities
Texas
$523K -$187K -1,803 -28%
SB
1150
Sunflower Bank
Texas
$523K -$13.9K -134 -3%
44 45
46
47 48