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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1151
Sunbelt Securities
Texas
$445K -$107 -1 -0%
SP
1152
Symmetry Partners
Connecticut
$445K – – –
BFC
1153
Bedel Financial Consulting
Indiana
$442K -$1.07K -10 -0.2%
SCF
1154
Sante Capital Fund
Texas
$442K +$510K +4,751 New
SWM
1155
Selective Wealth Management
Virginia
$440K -$64.1K -597 -11%
CAM
1156
Costello Asset Management
Pennsylvania
$440K -$51K -475 -9%
PA
1157
Probity Advisors
Texas
$440K -$44.4K -413 -8%
ECG
1158
Edge Capital Group
Georgia
$440K +$5.26K +49 +1%
TCMP
1159
Thrive Capital Management (Pennsylvania)
Pennsylvania
$440K +$196K +1,825 +63%
NB
1160
NBT Bank
New York
$439K -$10.3K -96 -2%
FMP
1161
Financial Management Professionals
Texas
$439K -$6.66K -62 -1%
KA
1162
KLCM Advisors
Wisconsin
$437K -$135K -1,260 -21%
WDA
1163
Wendell David Associates
New Hampshire
$437K – – –
AF
1164
Apexium Financial
Texas
$436K +$504K +4,691 New
CT
1165
Cambridge Trust
Massachusetts
$435K -$128K -1,193 -20%
TIA
1166
Tiemann Investment Advisors
California
$434K – – –
VT
1167
Vise Technologies
New York
$433K +$194K +1,811 +64%
MIC
1168
Means Investment Company
Maine
$432K +$1.72K +16 +0.3%
SWIG
1169
Strategic Wealth Investment Group
Kentucky
$432K +$71K +661 +17%
PWLP
1170
Prio Wealth Limited Partnership
Massachusetts
$430K -$1.93K -18 -0.4%
HFAS
1171
Hummer Financial Advisory Services
Illinois
$428K -$13.3K -124 -3%
WIA
1172
Westbourne Investment Advisors
Maryland
$427K – – –
WI
1173
Wintrust Investments
Illinois
$427K +$31.7K +295 +7%
NA
1174
Navellier & Associates
Nevada
$426K -$8.27K -77 -2%
BFAG
1175
Blackston Financial Advisory Group
Florida
$424K -$118K -1,100 -19%
45 46
47
48 49