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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1251
Quent Capital
New York
$780K +$342K +2,712 +79%
BPC
1252
Bearing Point Capital
Minnesota
$779K – – –
HPWM
1253
High Point Wealth Management
New Jersey
$776K +$78K +618 +11%
FI
1254
Finivi Inc
Massachusetts
$775K -$36.1K -286 -4%
EB
1255
Eastern Bank
Massachusetts
$774K +$57.1K +453 +8%
MNBTD
1256
Moody National Bank Trust Division
Texas
$774K -$378 -3 -0%
TA
1257
TrueWealth Advisors
Alabama
$773K +$83.9K +665 +12%
CSC
1258
Caldwell Sutter Capital
California
$768K -$7.95K -63 -1%
ST
1259
Spinnaker Trust
Maine
$766K +$4.04K +32 +0.5%
WSC
1260
Wellington Shields & Co
New York
$766K +$37.8K +300 +5%
MSS
1261
Mitchell Sinkler & Starr
Pennsylvania
$765K -$631 -5 -0.1%
PFBT
1262
Parkside Financial Bank & Trust
Missouri
$764K -$3.53K -28 -0.5%
NB
1263
Northwest Bancshares
Pennsylvania
$764K -$12.6K -100 -2%
NAS
1264
NWF Advisory Services
California
$762K +$378 +3 +0%
WPC
1265
Waters Parkerson & Co
Louisiana
$762K – – –
WMA
1266
West Michigan Advisors
Michigan
$762K -$116K -916 -13%
VWM
1267
Venturi Wealth Management
Texas
$762K +$72.8K +577 +11%
CFS
1268
Cannon Financial Strategists
Georgia
$758K -$112K -884 -13%
SWM
1269
Silverlake Wealth Management
Vermont
$754K +$35.2K +279 +5%
UBG
1270
United Bank (Georgia)
Georgia
$753K -$12K -95 -2%
TPI
1271
Trust Point Inc
Wisconsin
$752K -$52.1K -413 -7%
PCA
1272
Prosperity Capital Advisors
Ohio
$751K -$34.1K -270 -4%
7WCP
1273
71 West Capital Partners
Massachusetts
$751K +$311K +2,465 +71%
WMA
1274
Wealth Management Associates
New Jersey
$751K – – –
PCS
1275
Personal CFO Solutions
New Jersey
$750K +$89.1K +706 +14%
49 50
51
52 53