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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LS
1501
Leelyn Smith
Illinois
$115K – – –
AA
1502
Addison Advisors
Vermont
$112K +$114K +1,134 New
Capula Management
1503
Capula Management
Cayman Islands
$111K -$724K -7,207 -87%
KFI
1504
Key Financial Inc
Pennsylvania
$111K – – –
CWA
1505
Clearview Wealth Advisors
Oregon
$111K +$36.5K +363 +48%
TF
1506
TimeScale Financial
Massachusetts
$106K +$904 +9 +0.8%
PSB
1507
Piscataqua Savings Bank
New Hampshire
$105K – – –
MCM
1508
Manchester Capital Management
Vermont
$103K +$12.5K +124 +14%
QVR
1509
QVR
California
$103K +$105K +1,046 New
WB
1510
Webster Bank
Connecticut
$101K -$6.03K -60 -6%
CAGAS
1511
Capital Advisory Group Advisory Services
Minnesota
$101K – – –
SAM
1512
S.A. Mason
Michigan
$99K – – –
CI Investments Inc
1513
CI Investments Inc
Ontario, Canada
$96K -$9.14K -91 -9%
Migdal Insurance & Financial Holdings
1514
Migdal Insurance & Financial Holdings
Israel
$95K +$14.2K +141 +17%
PGAM
1515
Princeton Global Asset Management
New Jersey
$91K -$37.7K -375 -29%
RE
1516
RBC Europe
United Kingdom
$90.1K -$23.2K -231 -20%
FFA
1517
Freedman Financial Associates
Massachusetts
$90K +$4.12K +41 +5%
AL
1518
ADE LLC
Maryland
$89K +$8.34K +83 +10%
BAM
1519
Bellevue Asset Management
Washington
$88K -$3.82K -38 -4%
ASBI
1520
American State Bank (Iowa)
Iowa
$86.3K – – –
FPS
1521
Fieldpoint Private Securities
Connecticut
$85K – – –
GAM
1522
Gemmer Asset Management
California
$84K +$1.91K +19 +2%
LC
1523
Lindbrook Capital
California
$84K +$2.71K +27 +3%
FWM
1524
FFT Wealth Management
Pennsylvania
$83K +$84K +836 New
CWM
1525
Cranbrook Wealth Management
Michigan
$82K – – –