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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1326
Bill Few Associates
Pennsylvania
$674K +$3K +24 +0.5%
AGWCA
1327
Annis Gardner Whiting Capital Advisors
Florida
$673K +$62K +496 +11%
EFM
1328
E Fund Management
China
$671K +$640K +5,123 New
PFA
1329
Pettinga Financial Advisors
Indiana
$661K – – –
GIP
1330
Greatmark Investment Partners
Georgia
$661K +$18.6K +149 +3%
WPC
1331
White Pine Capital
Minnesota
$659K +$171K +1,365 +37%
HL
1332
HeadInvest LLC
Maine
$658K -$6.88K -55 -1%
BAM
1333
Broyhill Asset Management
North Carolina
$655K – – –
TA
1334
TruWealth Advisors
Louisiana
$655K +$8.63K +69 +1%
AWMM
1335
Aegis Wealth Management (Maryland)
Maryland
$655K -$131K -1,044 -17%
CCA
1336
Childress Capital Advisors
Texas
$654K +$20.3K +162 +3%
HI
1337
Hudock Inc
Pennsylvania
$652K +$27.5K +220 +5%
WAM
1338
Walker Asset Management
Missouri
$651K +$10.6K +85 +2%
SWM
1339
SeaCrest Wealth Management
New York
$649K -$4.38K -35 -0.7%
HP
1340
Holistic Planning
Texas
$649K +$48.3K +386 +8%
CWM
1341
Calamos Wealth Management
Illinois
$646K +$103K +825 +20%
C
1342
Certuity
Florida
$645K +$201K +1,606 +48%
RL
1343
Rogco LP
Oklahoma
$644K – – –
UPS
1344
UHLMANN PRICE SECURITIES
Illinois
$644K +$632K +5,056 New
SAA
1345
Southeast Asset Advisors
Georgia
$642K +$875 +7 +0.1%
JRPIM
1346
Journey Retirement Planning & Investment Management
Idaho
$639K -$1.34M -10,711 -69%
MFGM
1347
Marshall Financial Group (Maryland)
Maryland
$638K -$145K -1,156 -19%
BB
1348
Busey Bank
Illinois
$636K -$122K -976 -17%
DBRC
1349
D.B. Root & Company
Pennsylvania
$634K +$10.5K +84 +2%
CPA
1350
Capital Performance Advisors
California
$634K -$6.25K -50 -1%
52 53
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55 56