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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1651
Heartwood Wealth Advisors
Virginia
$396K -$12.8K -102 -3%
LBC
1652
Leigh Baldwin & Co
New York
$394K +$12.6K +101 +3%
AA
1653
Alta Advisers
United Kingdom
$393K – – –
WPI
1654
Walter Public Investments
Canada
$393K – – –
NAMNJ
1655
NorthStar Asset Management (New Jersey)
New Jersey
$393K +$2K +16 +0.5%
TBT
1656
Texas Bank & Trust
Texas
$393K – – –
PG
1657
Prostatis Group
Maryland
$392K +$14.4K +115 +4%
WCA
1658
Westover Capital Advisors
Delaware
$392K +$124K +991 +50%
AFAS
1659
Acorn Financial Advisory Services
Virginia
$391K -$4.13K -33 -1%
MIC
1660
Means Investment Company
Maine
$391K -$12.8K -102 -3%
BTW
1661
Boston Trust Walden
Massachusetts
$391K -$20.8K -166 -5%
ZCP
1662
Z3 Capital Partners
Virginia
$390K +$250 +2 +0.1%
CCM
1663
Chiron Capital Management
Florida
$390K +$372K +2,976 New
SPWG
1664
Syntegra Private Wealth Group
Missouri
$389K -$15K -120 -4%
PF
1665
PlanVest Financial
Maryland
$388K +$371K +2,964 New
1WM
1666
1900 Wealth Management
Texas
$388K +$1.13K +9 +0.3%
CWM
1667
Centurion Wealth Management
Virginia
$386K -$6.63K -53 -2%
VST
1668
Van Strum & Towne
California
$385K +$250 +2 +0.1%
BFAG
1669
Blackston Financial Advisory Group
Florida
$385K +$7.13K +57 +2%
SA
1670
Sovran Advisors
California
$384K +$33.6K +269 +10%
FA
1671
Fagan Associates
New York
$382K -$35K -280 -9%
TCA
1672
Transcend Capital Advisors
New Jersey
$382K +$10.5K +84 +3%
FS
1673
Financial Symmetry
North Carolina
$381K – – –
ST
1674
Smithfield Trust
Pennsylvania
$380K +$21.1K +169 +6%
RFS
1675
Richardson Financial Services
Massachusetts
$380K -$1.75K -14 -0.5%
65 66
67
68 69