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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1126
Trilogy Capital
California
$556K +$296K +3,120 +118%
BWM
1127
BCGM Wealth Management
Indiana
$556K +$46.1K +486 +9%
MMG
1128
Monetary Management Group
Missouri
$554K -$19K -200 -3%
GIM
1129
Groesbeck Investment Management
New Jersey
$554K +$544K +5,733 New
CAG
1130
Crestwood Advisors Group
Massachusetts
$552K -$282K -2,973 -34%
PFBT
1131
Parkside Financial Bank & Trust
Missouri
$551K +$34.1K +359 +7%
GEA
1132
Glen Eagle Advisors
New Jersey
$551K -$31.8K -335 -6%
RPCONE
1133
Retirement Planning Company of New England
Rhode Island
$549K -$135K -1,422 -20%
EI
1134
Ethic Inc
New York
$549K +$5.88K +62 +1%
PCS
1135
Personal CFO Solutions
New Jersey
$548K +$35.3K +372 +7%
HCM
1136
Hengehold Capital Management
Ohio
$546K -$7.12K -75 -1%
SF
1137
Summit Financial
New Jersey
$545K -$52.6K -554 -9%
GIA
1138
Gladstone Institutional Advisory
Florida
$544K +$8.44K +89 +2%
WSC
1139
Wellington Shields & Co
New York
$543K +$664 +7 +0.1%
EGA
1140
E&G Advisors
Texas
$542K – – –
BB
1141
Busey Bank
Illinois
$541K -$6.17K -65 -1%
RCM
1142
RB Capital Management
Nevada
$541K -$95 -1 -0%
PCM
1143
Parsons Capital Management
Rhode Island
$540K -$9.49K -100 -2%
PP
1144
Paloma Partners
Connecticut
$540K +$530K +5,582 New
LFA
1145
Legacy Financial Advisors
Kentucky
$538K +$20K +211 +4%
BHC
1146
Bowen Hanes & Co
Florida
$536K -$4.74K -50 -0.9%
PVM
1147
Palogic Value Management
Texas
$535K – – –
LF
1148
LifePlan Financial
Minnesota
$532K -$12K -127 -2%
AWA
1149
Adapt Wealth Advisors
Georgia
$527K +$517K +5,450 New
STA
1150
Summit Trail Advisors
New York
$527K +$124K +1,310 +32%
44 45
46
47 48