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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1201
Sentry Investment Management
Wisconsin
$395K -$78.8K -859 -16%
HFAS
1202
Hummer Financial Advisory Services
Illinois
$395K – – –
HWA
1203
Heritage Wealth Advisors
Virginia
$394K -$35.2K -384 -8%
CWM
1204
Cordatus Wealth Management
Pennsylvania
$394K -$8.25K -90 -2%
FLPIM
1205
F.L. Putnam Investment Management
Massachusetts
$394K +$107K +1,165 +35%
GAMC
1206
Garner Asset Management Corp
Texas
$393K +$10.9K +119 +3%
TW
1207
Transform Wealth
Colorado
$393K -$233K -2,543 -36%
SAM
1208
SignalPoint Asset Management
Missouri
$392K +$92 +1 +0%
CAM
1209
Costello Asset Management
Pennsylvania
$392K – – –
ACP
1210
Aveo Capital Partners
Colorado
$391K +$5.41K +59 +1%
GIP
1211
Greatmark Investment Partners
Georgia
$390K +$32.7K +357 +9%
CB
1212
Centennial Bank
Arkansas
$389K +$550 +6 +0.1%
PIMG
1213
Patriot Investment Management Group
Tennessee
$388K -$237K -2,583 -37%
BP
1214
Ballentine Partners
Massachusetts
$386K +$37.9K +413 +10%
RBC
1215
Roble Belko & Company
Pennsylvania
$385K – – –
ORC
1216
O'Rourke & Company
Massachusetts
$385K +$43.5K +474 +12%
AC
1217
AlphaCore Capital
California
$384K +$58.6K +639 +17%
RWM
1218
Ritholtz Wealth Management
New York
$383K +$29.8K +325 +8%
MCM
1219
McDonough Capital Management
Florida
$383K +$130K +1,418 +49%
QCIG
1220
Quad-Cities Investment Group
Iowa
$383K +$183 +2 +0%
PFBT
1221
Parkside Financial Bank & Trust
Missouri
$382K +$14.6K +159 +4%
NPF
1222
Norris Perne & French
Michigan
$381K -$16.2K -177 -4%
BFC
1223
Blue Fin Capital
Rhode Island
$380K – – –
AFAS
1224
Acorn Financial Advisory Services
Virginia
$379K – – –
SMA
1225
Sage Mountain Advisors
Georgia
$379K +$13.3K +145 +3%
47 48
49
50 51