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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1326
Summit Securities Group
New York
$204K +$190K +2,300 New
LBC
1327
Lowe Brockenbrough & Co
Virginia
$203K -$35.3K -428 -16%
SRC
1328
Sage Rhino Capital
California
$203K +$189K +2,287 New
BP
1329
Ballentine Partners
Massachusetts
$202K -$67.6K -820 -27%
CA
1330
Capital Advantage
California
$202K +$182K +2,212 New
PCAP
1331
Pratt Collard Advisory Partners
New York
$202K +$187K +2,273 New
SWMG
1332
Strategic Wealth Management Group
Maryland
$202K +$188K +2,277 New
DBT
1333
Dubuque Bank & Trust
Iowa
$201K -$55.6K -674 -23%
MWA
1334
Meridian Wealth Advisors
Texas
$200K +$186K +2,256 New
AWM
1335
Atticus Wealth Management
Florida
$195K – – –
CBT
1336
Central Bank & Trust
Kentucky
$195K +$17K +206 +10%
PWM
1337
Provident Wealth Management
Tennessee
$195K +$182K +2,207 New
PMFA
1338
Plante Moran Financial Advisors
Michigan
$194K -$57.8K -701 -24%
CCA
1339
Column Capital Advisors
Indiana
$194K -$3.63K -44 -2%
HIIFS
1340
Harel Insurance Investments & Financial Services
Israel
$194K +$180K +2,189 New
IFAM
1341
Institutional & Family Asset Management
Colorado
$192K -$3.38K -41 -2%
ST
1342
Smithfield Trust
Pennsylvania
$192K +$12.8K +155 +8%
PFGIA
1343
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$37K +449 +27%
EAM
1344
Erste Asset Management
Austria
$189K +$189K +2,291 New
SBSB
1345
Sullivan, Bruyette, Speros & Blaney
Virginia
$186K -$46.5K -564 -21%
BHWM
1346
Bay Harbor Wealth Management
Maryland
$185K -$87.9K -1,066 -34%
MCA
1347
Mercer Capital Advisers
New Jersey
$182K – – –
AWA
1348
Arkadios Wealth Advisors
Georgia
$182K +$3.3K +40 +2%
AF
1349
Advisornet Financial
Minnesota
$178K +$2.39K +29 +1%
BAM
1350
Barrett Asset Management
New York
$177K – – –
52 53
54
55 56