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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1226
PBMares Wealth Management
Virginia
$240K +$18.4K +200 +7%
CNBTD
1227
Citizens National Bank Trust Department
Mississippi
$239K +$271K +2,953 New
AA
1228
Advisory Alpha
Michigan
$238K +$99.4K +1,082 +63%
PMFA
1229
Plante Moran Financial Advisors
Michigan
$236K +$16.4K +178 +7%
TC
1230
Telemus Capital
Michigan
$236K +$253K +2,754 New
OC
1231
Oarsman Capital
Wisconsin
$234K -$33.3K -362 -11%
EWA
1232
Exencial Wealth Advisors
Oklahoma
$234K +$3.86K +42 +1%
RMCM
1233
Reynders McVeigh Capital Management
Massachusetts
$233K +$11.1K +121 +4%
FDCDDQ
1234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$233K -$57K -621 -18%
SS
1235
Sunbelt Securities
Texas
$232K -$3.69M -40,204 -93%
TW
1236
Towerpoint Wealth
California
$232K – – –
OI
1237
Oakbrook Investments
Illinois
$231K -$540K -5,881 -67%
HC
1238
Hourglass Capital
Texas
$231K – – –
LRPA
1239
L. Roy Papp & Associates
Arizona
$231K – – –
HIC
1240
Harvey Investment Company
Kentucky
$230K – – –
CM
1241
Cornerstone Management
Georgia
$229K +$276 +3 +0.1%
BSB
1242
Bangor Savings Bank
Maine
$229K -$36.3K -395 -12%
JA
1243
JOYN Advisors
Georgia
$229K +$5.33K +58 +2%
SB
1244
Strategic Blueprint
Georgia
$229K +$28.6K +311 +12%
CA
1245
Cornerstone Advisory
Maryland
$229K +$57.7K +628 +28%
OFG
1246
OmniStar Financial Group
North Carolina
$229K +$260K +2,832 New
SWM
1247
Sugarloaf Wealth Management
Georgia
$228K -$12.3K -134 -5%
WA
1248
Waverly Advisors
Alabama
$228K +$259K +2,817 New
B
1249
Bridgeworth
Alabama
$227K -$36.6K -398 -12%
GEA
1250
Glen Eagle Advisors
New Jersey
$226K -$118K -1,284 -31%
48 49
50
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