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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1351
Simon Quick Advisors
New Jersey
$55K -$14.8K -168 -21%
PO
1352
Private Ocean
California
$54K – – –
MCM
1353
MV Capital Management
Maryland
$53K -$262K -2,973 -84%
FC
1354
Ferris Capital
Massachusetts
$53K – – –
VNA
1355
Valley National Advisers
Pennsylvania
$52K -$257K -2,914 -83%
SBL
1356
Sargent Bickham Lagudis
Colorado
$52K -$10.1K -114 -17%
IC
1357
Inscription Capital
Texas
$52K – – –
APSP
1358
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K +$529 +6 +1%
BC
1359
Barnett & Company
Tennessee
$51K +$5.64K +64 +13%
CIM
1360
Centersquare Investment Management
Pennsylvania
$50K -$71.4K -810 -59%
CIA
1361
Cascade Investment Advisors
Oregon
$48.1K – – –
BWM
1362
BerganKDV Wealth Management
Minnesota
$48K – – –
VLKIM
1363
Van Lanschot Kempen Investment Management
Netherlands
$48K +$12.1K +137 +34%
SA
1364
SRH Advisors
Kansas
$46K – – –
CLOS
1365
Compagnie Lombard Odier SCmA
Switzerland
$45K -$17.5K -199 -29%
VCM
1366
Vigilant Capital Management
Maine
$45K – – –
AS
1367
Altshuler Shaham
Israel
$43K +$14.9K +169 +55%
TWA
1368
TCI Wealth Advisors
Arizona
$42K +$9.61K +109 +30%
BCI
1369
Brinker Capital Investments
Pennsylvania
$42K +$26.5K +301 +185%
AC
1370
Avestar Capital
New York
$41K – – –
JGIA
1371
Jackson Grant Investment Advisers
Connecticut
$40K – – –
GWS
1372
Glassman Wealth Services
Virginia
$40K +$10.3K +117 +35%
HCM
1373
Hilton Capital Management
New York
$39K – – –
JIP
1374
JBJ Investment Partners
South Carolina
$39K +$38.1K +432 New
RTC
1375
Riverview Trust Company
Washington
$39K +$38.3K +434 New
53 54
55
56 57