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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1176
Legacy Financial Advisors
Kentucky
$730K +$13.2K +112 +2%
CSC
1177
Caldwell Sutter Capital
California
$730K -$8.38K -71 -1%
CAS
1178
Coppell Advisory Solutions
Texas
$729K +$11.3K +96 +2%
NB
1179
Northwest Bancshares
Pennsylvania
$727K -$14.8K -125 -2%
UBG
1180
United Bank (Georgia)
Georgia
$724K -$3.07K -26 -0.4%
FMP
1181
Financial Management Professionals
Texas
$720K -$38.5K -326 -5%
CWMP
1182
Clarion Wealth Managment Partners
Virginia
$720K +$720K +6,100 New
MTC
1183
McDaniel Terry & Co
Texas
$719K -$2.83K -24 -0.4%
CCA
1184
Cobblestone Capital Advisors
New York
$718K +$102K +864 +17%
GSEP
1185
Golden State Equity Partners
California
$715K -$415K -3,513 -37%
GEA
1186
Glen Eagle Advisors
New Jersey
$715K +$37.5K +318 +6%
MSS
1187
Mitchell Sinkler & Starr
Pennsylvania
$714K -$28.4K -241 -4%
CAM
1188
Cidel Asset Management
Ontario, Canada
$714K -$17.5K -148 -2%
LF
1189
Lantz Financial
Illinois
$713K +$6.14K +52 +0.9%
BJL
1190
Brighton Jones LLC
Washington
$713K +$19K +161 +3%
HBT
1191
Hills Bank & Trust
Iowa
$713K -$21.5K -182 -3%
BONH
1192
Bank of New Hampshire
New Hampshire
$712K +$16.5K +140 +2%
WPC
1193
Waters Parkerson & Co
Louisiana
$711K – – –
AC
1194
Avestar Capital
New York
$710K +$239K +2,027 +51%
SACTSONJ
1195
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$708K – – –
IC
1196
Iconiq Capital
California
$708K +$15.2K +129 +2%
P
1197
Pitcairn
Pennsylvania
$707K -$868K -7,352 -55%
AWMM
1198
Aegis Wealth Management (Maryland)
Maryland
$704K – – –
PFBT
1199
Parkside Financial Bank & Trust
Missouri
$703K +$15K +127 +2%
AC
1200
AlphaCore Capital
California
$698K +$177K +1,499 +34%
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