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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1226
Winfield Associates
Ohio
$315K -$5.48K -60 -2%
LSAG
1227
Lake Street Advisors Group
New Hampshire
$315K +$30K +329 +11%
GIA
1228
Gladstone Institutional Advisory
Florida
$315K +$298K +3,261 New
LNB
1229
Ledyard National Bank
$314K -$6.84K -75 -2%
XF
1230
XML Financial
Maryland
$314K +$1.28K +14 +0.4%
PI
1231
Putnam Investments
Massachusetts
$313K +$2.74K +30 +0.9%
NL
1232
NWAM LLC
Washington
$313K +$296K +3,247 New
RT
1233
Rockland Trust
Massachusetts
$312K -$6.21K -68 -2%
IC
1234
Intersect Capital
California
$312K +$8.4K +92 +3%
RPC
1235
Rossmore Private Capital
Connecticut
$311K -$280K -3,071 -49%
MA
1236
MONECO Advisors
Connecticut
$310K +$20.9K +229 +8%
BONST
1237
Bank of Nova Scotia Trust
Ontario, Canada
$309K – – –
AIS
1238
AM Investment Strategies
Tennessee
$308K -$12.2K -134 -4%
LFF
1239
Level Four Financial
Texas
$308K +$24.1K +264 +9%
VFP
1240
Verus Financial Partners
Virginia
$306K -$14.4K -158 -5%
AA
1241
Apriem Advisors
California
$306K -$9.13K -100 -3%
MHR
1242
Matthew Hamilton Rosenberg
$306K +$10.5K +115 +4%
TI
1243
tru Independence
Oregon
$305K -$139K -1,518 -32%
SC
1244
Steph & Co
Wisconsin
$304K -$17.5K -192 -6%
OWA
1245
Octavia Wealth Advisors
Ohio
$304K -$16.1K -176 -5%
MIC
1246
Meridian Investment Counsel
California
$304K – – –
SMH
1247
Sanders Morris Harris
Texas
$303K +$44.9K +492 +19%
H
1248
HoyleCohen
California
$302K +$8.4K +92 +3%
FBT
1249
First Bankers Trust
Kentucky
$301K -$78.1K -856 -22%
RCG
1250
Rock Creek Group
District of Columbia
$300K -$139K -1,528 -33%
48 49
50
51 52