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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1126
NBT Bank
New York
$515K – – –
WTC
1127
WhitTier Trust Company
Nevada
$515K +$990 +9 +0.2%
GWM
1128
Gray Wealth Management
Maine
$515K +$20K +182 +4%
SP
1129
Symmetry Partners
Connecticut
$513K – – –
SS
1130
Sunbelt Securities
Texas
$513K +$11K +100 +2%
FMP
1131
Financial Management Professionals
Texas
$513K +$34.7K +316 +7%
GIA
1132
Gladstone Institutional Advisory
Florida
$509K -$22.1K -201 -4%
CA
1133
CGN Advisors
Kansas
$508K -$111K -1,010 -18%
HFAS
1134
Hummer Financial Advisory Services
Illinois
$506K – – –
WDA
1135
Wendell David Associates
New Hampshire
$504K -$3.41K -31 -0.7%
ECG
1136
Edge Capital Group
Georgia
$502K +$46.5K +423 +10%
GIA
1137
Guyasuta Investment Advisors
Pennsylvania
$501K -$53.9K -490 -9%
TIA
1138
Tiemann Investment Advisors
California
$500K -$5.5K -50 -1%
NA
1139
Navellier & Associates
Nevada
$499K +$11.3K +103 +2%
IC
1140
Intersect Capital
California
$499K +$33K +300 +7%
PWLP
1141
Prio Wealth Limited Partnership
Massachusetts
$498K +$74.3K +676 +17%
SEC
1142
Seven Eight Capital
New York
$496K -$612K -5,569 -55%
MIC
1143
Means Investment Company
Maine
$496K +$1.87K +17 +0.4%
DWM
1144
Darwin Wealth Management
Florida
$495K -$41.6K -378 -8%
AWAP
1145
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$495K -$2.53K -23 -0.5%
TSS
1146
Two Sigma Securities
New York
$494K -$492K -4,478 -49%
WA
1147
Waverly Advisors
Alabama
$494K +$2.97K +27 +0.6%
ASFA
1148
All Season Financial Advisors
Colorado
$494K +$507K +4,609 New
WIA
1149
Westbourne Investment Advisors
Maryland
$493K – – –
ALAM
1150
Asahi Life Asset Management
Japan
$492K -$55K -500 -10%
44 45
46
47 48