Holdings Channel
DUK Holdings Changes image
This page summarizes the DUK holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether DUK is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing DUK Share Count
Renaissance Technologies LLC 6,650 409,150 +402,500 +6052.63%
Assenagon Asset Management S.A. 20,698 882,552 +861,854 +4163.95%
Exchange Traded Concepts LLC 6,753 95,880 +89,127 +1319.81%
Capstone Investment Advisors LLC 1,512 15,223 +13,711 +906.81%
GoalVest Advisory LLC 90 891 +801 +890.00%
Peregrine Asset Advisers Inc. 11,590 90,443 +78,853 +680.35%
CIBC Private Wealth Group LLC 40,696 274,988 +234,292 +575.71%
Intech Investment Management LLC 5,953 27,543 +21,590 +362.67%
Matrix Asset Advisors Inc. NY 14,850 65,230 +50,380 +339.26%
Connor Clark & Lunn Investment Management Ltd. 63,270 267,278 +204,008 +322.44%
PFG Investments LLC 7,497 27,941 +20,444 +272.70%
Modern Wealth Management LLC 2,457 8,100 +5,643 +229.67%
UniSuper Management Pty Ltd 6,404 20,187 +13,783 +215.22%
SG Americas Securities LLC 36,209 107,579 +71,370 +197.11%
Fox Hill Wealth Management 6,662 18,402 +11,740 +176.22%
TCG Advisory Services LLC 3,882 10,437 +6,555 +168.86%
Robeco Institutional Asset Management B.V. 50,989 133,794 +82,805 +162.40%
Norden Group LLC 2,673 6,443 +3,770 +141.04%
Occidental Asset Management LLC 12,807 30,858 +18,051 +140.95%
Chilton Capital Management LLC 101 241 +140 +138.61%
Rational Advisors LLC 198 472 +274 +138.38%
Mackenzie Financial Corp 523,387 1,239,225 +715,838 +136.77%
Sigma Planning Corp 22,514 53,094 +30,580 +135.83%
Premier Fund Managers Ltd 15,000 35,000 +20,000 +133.33%
Horizon Financial Services LLC 3,604 8,092 +4,488 +124.53%
Dover Advisors LLC 5,365 12,035 +6,670 +124.32%
Thompson Siegel & Walmsley LLC 39,969 89,069 +49,100 +122.85%
Westpac Banking Corp 7,222 15,922 +8,700 +120.47%
Trilogy Capital Inc. 2,633 5,753 +3,120 +118.50%
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors 3,250 6,759 +3,509 +107.97%
Missouri Trust & Investment Co 471 971 +500 +106.16%
Cedar Wealth Management LLC 167 336 +169 +101.20%
General Partner Inc. 51 101 +50 +98.04%
First Personal Financial Services 7,880 15,344 +7,464 +94.72%
V Square Quantitative Management LLC 3,464 6,614 +3,150 +90.94%
Avion Wealth 131 247 +116 +88.55%
Wiley BROS. Aintree Capital LLC 7,392 13,879 +6,487 +87.76%
Atomi Financial Group Inc. 6,121 11,374 +5,253 +85.82%
Advisor OS LLC 5,164 9,417 +4,253 +82.36%
Americana Partners LLC 2,179 3,882 +1,703 +78.16%
NEOS Investment Management LLC 10,938 19,212 +8,274 +75.64%
InterOcean Capital Group LLC 55,021 96,382 +41,361 +75.17%
AdvisorNet Financial Inc 2,143 3,699 +1,556 +72.61%
LVW Advisors LLC 9,036 15,506 +6,470 +71.60%
Private Ocean LLC 123 211 +88 +71.54%
Allen Capital Group LLC 5,471 9,379 +3,908 +71.43%
Catalytic Wealth RIA LLC 7,184 12,263 +5,079 +70.70%
David Loasby 2,201 3,743 +1,542 +70.06%
AlphaStar Capital Management LLC 13,834 23,301 +9,467 +68.43%
Lake Street Advisors Group LLC 3,865 6,379 +2,514 +65.05%
BI Asset Management Fondsmaeglerselskab A S 27,290 44,710 +17,420 +63.83%
Hamel Associates Inc. 11,637 18,647 +7,010 +60.24%
Frazier Financial Advisors LLC 137 219 +82 +59.85%
Woodard & Co. Asset Management Group Inc. ADV 21,261 33,684 +12,423 +58.43%
Duality Advisers LP 17,154 27,071 +9,917 +57.81%
St. Louis Trust Co 3,333 5,207 +1,874 +56.23%
Cooper Financial Group 6,800 10,603 +3,803 +55.93%
Costello Asset Management INC 4,298 6,678 +2,380 +55.37%
Cincinnati Insurance Co. 523,600 794,816 +271,216 +51.80%
Greenland Capital Management LP 73,396 110,000 +36,604 +49.87%
Forsta AP Fonden 150,100 224,400 +74,300 +49.50%
Resurgent Financial Advisors LLC 7,136 10,653 +3,517 +49.29%
Versant Capital Management Inc 251 368 +117 +46.61%
BNP Paribas Arbitrage SA 635,919 915,875 +279,956 +44.02%
Advisory Alpha LLC 10,816 15,542 +4,726 +43.69%
Foster Dykema Cabot & Partners LLC 519 743 +224 +43.16%
MAI Capital Management 21,534 30,826 +9,292 +43.15%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 168 240 +72 +42.86%
Diversified Trust Co 5,725 8,092 +2,367 +41.34%
Daymark Wealth Partners LLC 25,622 35,708 +10,086 +39.36%
Teacher Retirement System of Texas 197,419 274,371 +76,952 +38.98%
Honkamp Krueger Financial Services Inc. 21,769 30,201 +8,432 +38.73%
Cornerstone Wealth Group LLC 14,720 20,421 +5,701 +38.73%
Pinnacle Bank 2,123 2,919 +796 +37.49%
Castleview Partners LLC 1,304 1,763 +459 +35.20%
Virginia Wealth Management Group Inc. 22,957 30,972 +8,015 +34.91%
Smartleaf Asset Management LLC 4,607 6,159 +1,552 +33.69%
Imprint Wealth LLC 12,060 16,081 +4,021 +33.34%
Victory Capital Management Inc. 823,334 1,096,960 +273,626 +33.23%
Balboa Wealth Partners 2,852 3,787 +935 +32.78%
Twin Capital Management Inc. 26,032 34,518 +8,486 +32.60%
Alliance Wealth Advisors LLC UT 2,755 3,639 +884 +32.09%
Centerpoint Advisors LLC 832 1,098 +266 +31.97%
Banco Santander S.A. 8,822 11,626 +2,804 +31.78%
Summit Trail Advisors LLC 4,140 5,450 +1,310 +31.64%
Nelson Van Denburg & Campbell Wealth Management Group LLC 5,545 7,259 +1,714 +30.91%
Compagnie Lombard Odier SCmA 15,250 19,750 +4,500 +29.51%
Vinva Investment Management Ltd 8,900 11,481 +2,581 +29.00%
Bill Few Associates Inc. 3,941 5,081 +1,140 +28.93%
Putnam FL Investment Management Co. 3,171 4,069 +898 +28.32%
Novare Capital Management LLC 9,653 12,376 +2,723 +28.21%
Girard Partners LTD. 3,346 4,275 +929 +27.76%
Coston McIsaac & Partners 971 1,236 +265 +27.29%
Fidelis Capital Partners LLC 4,526 5,759 +1,233 +27.24%
Concord Wealth Partners 5,349 6,728 +1,379 +25.78%
Sei Investments Co. 547,406 687,819 +140,413 +25.65%
Oak Harvest Investment Services 70,817 88,812 +17,995 +25.41%
Wilkins Investment Counsel Inc. 4,121 5,145 +1,024 +24.85%
Nuveen Asset Management LLC 2,766,686 3,443,972 +677,286 +24.48%
Cassia Capital Partners LLC 6,880 8,516 +1,636 +23.78%
Goepper Burkhardt LLC 4,661 5,767 +1,106 +23.73%
Horizon Investment Services LLC 3,907 4,815 +908 +23.24%
RSM US Wealth Management LLC 20,737 25,514 +4,777 +23.04%
RMR Wealth Builders 10,118 12,435 +2,317 +22.90%
Panagora Asset Management Inc. 48,898 60,027 +11,129 +22.76%
River Road Asset Management LLC 84,567 103,232 +18,665 +22.07%
Valmark Advisers Inc. 7,885 9,613 +1,728 +21.92%
Kovack Advisors Inc. 7,140 8,683 +1,543 +21.61%
Principle Wealth Partners LLC 26,909 32,724 +5,815 +21.61%
Cantor Fitzgerald Investment Adviser L.P. 113,963 138,326 +24,363 +21.38%
SevenBridge Financial Group LLC 8,640 10,467 +1,827 +21.15%
Dakota Wealth Management 17,951 21,719 +3,768 +20.99%
Sailer Financial LLC 27,773 33,569 +5,796 +20.87%
Avestar Capital LLC 2,805 3,387 +582 +20.75%
Charter Trust Co. 3,741 4,507 +766 +20.48%
Dunhill Financial LLC 49 59 +10 +20.41%
Field & Main Bank 4,840 5,817 +977 +20.19%
Brighton Jones LLC 5,542 6,655 +1,113 +20.08%
PCA Investment Advisory Services Inc. 2,907 3,487 +580 +19.95%
Register Financial Advisors LLC 4,482 5,361 +879 +19.61%
Annis Gardner Whiting Capital Advisors LLC 1,871 2,236 +365 +19.51%
Plante Moran Financial Advisors LLC 834 992 +158 +18.94%
Wesbanco Bank Inc. 53,572 63,582 +10,010 +18.69%
Quent Capital LLC 3,460 4,101 +641 +18.53%
Ieq Capital LLC 37,868 44,875 +7,007 +18.50%
Albion Financial Group UT 7,046 8,349 +1,303 +18.49%
Mitsubishi UFJ Kokusai Asset Management Co. Ltd. 770,507 908,285 +137,778 +17.88%
Wealthcare Advisory Partners LLC 11,100 13,085 +1,985 +17.88%
Keystone Financial Group 7,891 9,299 +1,408 +17.84%
Ritholtz Wealth Management 4,380 5,146 +766 +17.49%
Allworth Financial LP 14,754 17,326 +2,572 +17.43%
Baker Tilly Financial LLC 12,780 14,975 +2,195 +17.18%
JPMorgan Chase & Co. 3,203,053 3,749,630 +546,577 +17.06%
Mezzasalma Advisors LLC 2,074 2,425 +351 +16.92%
Great Lakes Advisors LLC 1,000,884 1,169,263 +168,379 +16.82%
Bellecapital International Ltd. 13,825 16,149 +2,324 +16.81%
Aviance Capital Partners LLC 15,198 17,750 +2,552 +16.79%
Elmwood Wealth Management Inc. 2,435 2,843 +408 +16.76%
Equitable Trust Co. 17,728 20,697 +2,969 +16.75%
Mirae Asset Global Investments Co. Ltd. 253,006 295,187 +42,181 +16.67%
Pinnacle Wealth Management Advisory Group LLC 3,472 4,049 +577 +16.62%
Hartford Funds Management Co LLC 13,713 15,991 +2,278 +16.61%
Strategic Planning Group LLC 22,950 26,746 +3,796 +16.54%
Advocate Group LLC 70,845 82,386 +11,541 +16.29%
Cornerstone Wealth Management LLC 10,283 11,918 +1,635 +15.90%
Ronald Blue Trust Inc. 11,738 13,592 +1,854 +15.79%
Portside Wealth Group LLC 9,438 10,927 +1,489 +15.78%
Hazlett Burt & Watson Inc. 1,638 1,893 +255 +15.57%
Everhart Financial Group Inc. 5,306 6,131 +825 +15.55%
Pinnacle Wealth Management Group Inc. 3,221 3,721 +500 +15.52%
DekaBank Deutsche Girozentrale 180,169 207,862 +27,693 +15.37%
UBS Group AG 2,054,765 2,369,543 +314,778 +15.32%
Hills Bank & Trust Co 5,239 6,039 +800 +15.27%
TFG Advisers LLC 3,286 3,787 +501 +15.25%
First Pacific Financial 234 269 +35 +14.96%
Probity Advisors Inc. 4,174 4,785 +611 +14.64%
Perigon Wealth Management LLC 7,645 8,749 +1,104 +14.44%
Valeo Financial Advisors LLC 18,621 21,300 +2,679 +14.39%
JustInvest LLC 50,026 57,209 +7,183 +14.36%
Pallas Capital Advisors LLC 2,451 2,802 +351 +14.32%
CAPROCK Group Inc. 3,783 4,324 +541 +14.30%
D.A. Davidson & CO. 177,895 203,028 +25,133 +14.13%
Citigroup Inc. 529,561 602,724 +73,163 +13.82%
OneAscent Wealth Management LLC 4,762 5,412 +650 +13.65%
JNB Advisors LLC 3,787 4,303 +516 +13.63%
Zurcher Kantonalbank Zurich Cantonalbank 205,066 232,932 +27,866 +13.59%
ARS Wealth Advisors Group LLC 115,646 131,331 +15,685 +13.56%
Xcel Wealth Management LLC 2,217 2,517 +300 +13.53%
Northwest Bancshares Inc. 6,999 7,942 +943 +13.47%
Commerzbank Aktiengesellschaft FI 49,695 56,351 +6,656 +13.39%
Precedent Wealth Partners LLC 6,658 7,544 +886 +13.31%
CI Investments Inc. 5,745 6,496 +751 +13.07%
FinTrust Capital Advisors LLC 23,246 26,277 +3,031 +13.04%
SYSTM Wealth Solutions LLC 9,736 10,997 +1,261 +12.95%
Bay Rivers Group 2,129 2,404 +275 +12.92%
Capital Advisors Ltd. LLC 770 869 +99 +12.86%
Principal Securities Inc. 26,430 29,825 +3,395 +12.85%
Valued Wealth Advisors LLC 8 9 +1 +12.50%
Mission Wealth Management LP 14,745 16,579 +1,834 +12.44%
Lineweaver Wealth Advisors LLC 10,102 11,340 +1,238 +12.25%
L.M. Kohn & Company 5,412 6,065 +653 +12.07%
Skopos Labs Inc. 7,323 8,207 +884 +12.07%
BKM Wealth Management LLC 1,634 1,831 +197 +12.06%
State Board of Administration of Florida Retirement System 835,043 935,539 +100,496 +12.03%
Wedge Capital Management L L P NC 120,841 135,061 +14,220 +11.77%
Fulcrum Equity Management 3,204 3,580 +376 +11.74%
Empowered Funds LLC 12,104 13,524 +1,420 +11.73%
Beech Hill Advisors Inc. 12,454 13,894 +1,440 +11.56%
Phillips Wealth Planners LLC 5,827 6,483 +656 +11.26%
Cassady Schiller Wealth Management LLC 714 794 +80 +11.20%
Foundry Partners LLC 271,989 302,158 +30,169 +11.09%
Canal Capital Management LLC 60,494 67,149 +6,655 +11.00%
Chiron Capital Management LLC 8,267 9,162 +895 +10.83%
West Family Investments Inc. 6,166 6,829 +663 +10.75%
StoneX Group Inc. 13,328 14,732 +1,404 +10.53%
Pflug Koory LLC 2,469 2,726 +257 +10.41%
Financial Management Professionals Inc. 6,400 7,064 +664 +10.38%
Key Financial Inc 1,058 1,165 +107 +10.11%
FirstPurpose Wealth LLC 3,618 3,983 +365 +10.09%
First Bank & Trust 41,520 45,706 +4,186 +10.08%
Kohmann Bosshard Financial Services LLC 2,296 2,526 +230 +10.02%
Baron Wealth Management LLC 2,398 2,638 +240 +10.01%
Constitution Capital LLC 26,623 29,253 +2,630 +9.88%
Tectonic Advisors LLC 40,326 44,242 +3,916 +9.71%
Red Door Wealth Management LLC 31,331 34,360 +3,029 +9.67%
Daiwa Securities Group Inc. 69,586 76,309 +6,723 +9.66%
Oregon Public Employees Retirement Fund 60,166 65,943 +5,777 +9.60%
BCGM Wealth Management LLC 5,262 5,748 +486 +9.24%
Lincoln National Corp 21,393 23,365 +1,972 +9.22%
Strs Ohio 227,914 248,905 +20,991 +9.21%
Stephenson National Bank & Trust 8,665 9,458 +793 +9.15%
Strategic Investment Advisors MI 3,110 3,394 +284 +9.13%
Western Wealth Management LLC 7,972 8,696 +724 +9.08%
Monticello Wealth Management LLC 2,086 2,275 +189 +9.06%
Advisors Capital Management LLC 312,715 340,904 +28,189 +9.01%
Venturi Wealth Management LLC 1,266 1,380 +114 +9.00%
Aspiriant LLC 4,134 4,499 +365 +8.83%
Barlow Wealth Partners Inc. 2,269 2,469 +200 +8.81%
SWS Partners 22,854 24,859 +2,005 +8.77%
Atria Wealth Solutions Inc. 84,116 91,470 +7,354 +8.74%
Richardson Financial Services Inc. 2,794 3,037 +243 +8.70%
Massmutual Trust Co. FSB ADV 19,388 21,047 +1,659 +8.56%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 13,249 14,372 +1,123 +8.48%
Trust Co. of Vermont 13,782 14,946 +1,164 +8.45%
Brown Brothers Harriman & Co. 17,209 18,657 +1,448 +8.41%
Harbour Trust & Investment Management Co 7,826 8,482 +656 +8.38%
Sandy Spring Bank 5,682 6,151 +469 +8.25%
Pinnacle Associates Ltd. 28,238 30,537 +2,299 +8.14%
CWM LLC 37,368 40,411 +3,043 +8.14%
Capital Square LLC 7,852 8,483 +631 +8.04%
Dynamic Advisor Solutions LLC 25,824 27,892 +2,068 +8.01%
Stablepoint Partners LLC 38,175 41,233 +3,058 +8.01%
Journey Advisory Group LLC 10,054 10,850 +796 +7.92%
Te Ahumairangi Investment Management Ltd 21,639 23,349 +1,710 +7.90%
Sterling Investment Counsel LLC 3,636 3,923 +287 +7.89%
Garrett Investment Advisors LLC 20,773 22,402 +1,629 +7.84%
Mystic Asset Management Inc. 10,254 11,054 +800 +7.80%
WestEnd Advisors LLC 347,623 373,808 +26,185 +7.53%
Verdence Capital Advisors LLC 19,944 21,433 +1,489 +7.47%
Baron Silver Stevens Financial Advisors LLC 2,994 3,213 +219 +7.31%
Geode Capital Management LLC 15,434,198 16,552,410 +1,118,212 +7.25%
MBA Advisors LLC 4,176 4,474 +298 +7.14%
Empower Advisory Group LLC 1,017,307 1,089,812 +72,505 +7.13%
Personal CFO Solutions LLC 5,290 5,662 +372 +7.03%
CX Institutional 2,767 2,961 +194 +7.01%
Assetmark Inc. 38,213 40,874 +2,661 +6.96%
TBH Global Asset Management LLC 5,790 6,182 +392 +6.77%
Parkside Financial Bank & Trust 5,339 5,698 +359 +6.72%
Checchi Capital Advisers LLC 8,743 9,329 +586 +6.70%
Gratus Wealth Advisors LLC 9,114 9,721 +607 +6.66%
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1,450,083 1,546,232 +96,149 +6.63%
Gray Wealth Management Inc. 4,479 4,776 +297 +6.63%
PDS Planning Inc 2,688 2,866 +178 +6.62%
High Net Worth Advisory Group LLC 7,569 8,069 +500 +6.61%
Stableford Capital II LLC 10,079 10,741 +662 +6.57%
First Citizens Bank & Trust Co. 74,428 79,180 +4,752 +6.38%
Deseret Mutual Benefit Administrators 1,415 1,505 +90 +6.36%
TrueWealth Advisors LLC 2,286 2,429 +143 +6.26%
Wedmont Private Capital 8,772 9,311 +539 +6.14%
Xponance Inc. 98,671 104,679 +6,008 +6.09%
Russell Investments Group Ltd. 891,634 945,845 +54,211 +6.08%
Cyndeo Wealth Partners LLC 3,343 3,546 +203 +6.07%
Wealth Alliance 20,866 22,121 +1,255 +6.01%
Sutton Place Investors LLC 11,513 12,202 +689 +5.98%
Roundview Capital LLC 4,516 4,784 +268 +5.93%
Householder Group Estate & Retirement Specialist LLC 2,046 2,167 +121 +5.91%
Sumitomo Mitsui DS Asset Management Company Ltd 87,518 92,600 +5,082 +5.81%
Sunbelt Securities Inc. 3,677 3,890 +213 +5.79%
Clarity Financial LLC 224,861 237,832 +12,971 +5.77%
Pitcairn Co. 6,550 6,927 +377 +5.76%
Patriot Financial Group Insurance Agency LLC 7,694 8,133 +439 +5.71%
Private Trust Co. NA 14,199 14,998 +799 +5.63%
Oppenheimer & Co. Inc. 82,344 86,936 +4,592 +5.58%
Morton Community Bank 30,410 32,091 +1,681 +5.53%
Strategic Blueprint LLC 20,488 21,616 +1,128 +5.51%
NorthStar Asset Management LLC NJ 2,549 2,687 +138 +5.41%
Franklin Resources Inc. 8,113,443 8,549,615 +436,172 +5.38%
Foster Victor Wealth Advisors LLC 8,041 8,472 +431 +5.36%
Glass Jacobson Investment Advisors llc 1,831 1,928 +97 +5.30%
Elevated Capital Advisors LLC 16,433 17,292 +859 +5.23%
Sunpointe LLC 3,912 4,109 +197 +5.04%
Jackson Hole Capital Partners LLC 33,262 34,932 +1,670 +5.02%
Signaturefd LLC 15,656 16,438 +782 +4.99%
Csenge Advisory Group 27,518 28,890 +1,372 +4.99%
Wealth Quarterback LLC 2,375 2,493 +118 +4.97%
Spectrum Asset Management Inc. NB CA 31,464 33,006 +1,542 +4.90%
Financial Advocates Investment Management 7,852 8,232 +380 +4.84%
Thomasville National Bank 200,845 210,502 +9,657 +4.81%
Meridian Investment Counsel Inc. 3,145 3,295 +150 +4.77%
Bradley & Co. Private Wealth Management LLC 212 222 +10 +4.72%
Triangle Securities Wealth Management 27,013 28,275 +1,262 +4.67%
New Hampshire Trust 2,909 3,043 +134 +4.61%
Premier Path Wealth Partners LLC 2,970 3,107 +137 +4.61%
Mechanics Bank Trust Department 19,851 20,764 +913 +4.60%
Stanley Laman Group Ltd. 4,831 5,053 +222 +4.60%
Creative Planning 242,509 253,609 +11,100 +4.58%
Global Wealth Management Investment Advisory Inc. 43,717 45,697 +1,980 +4.53%
Reynders McVeigh Capital Management LLC 3,558 3,718 +160 +4.50%
Objectivity Squared LLC 3,555 3,710 +155 +4.36%
Marshall Financial Group LLC 23,898 24,936 +1,038 +4.34%
Natixis Advisors L.P. 633,192 660,550 +27,358 +4.32%
STA Wealth Management LLC 2,190 2,284 +94 +4.29%
Cidel Asset Management Inc. 6,216 6,482 +266 +4.28%
American Capital Advisory LLC 166 173 +7 +4.22%
Firethorn Wealth Partners LLC 5,619 5,850 +231 +4.11%
Haverford Trust Co. 9,745 10,145 +400 +4.10%
Verum Partners LLC 3,831 3,986 +155 +4.05%
Marco Investment Management LLC 52,732 54,860 +2,128 +4.04%
Millburn Ridgefield Corp 198 206 +8 +4.04%
Catalyst Capital Advisors LLC 198 206 +8 +4.04%
Certified Advisory Corp 17,591 18,298 +707 +4.02%
Transcend Wealth Collective LLC 3,256 3,386 +130 +3.99%
Eagle Strategies LLC 5,716 5,942 +226 +3.95%
Soltis Investment Advisors LLC 65,069 67,624 +2,555 +3.93%
Blossom Wealth Management 2,690 2,795 +105 +3.90%
Nilsine Partners LLC 6,555 6,810 +255 +3.89%
Breakwater Capital Group 2,803 2,912 +109 +3.89%
Global Retirement Partners LLC 24,343 25,281 +938 +3.85%
Meeder Advisory Services Inc. 7,944 8,249 +305 +3.84%
Cobblestone Capital Advisors LLC NY 6,524 6,770 +246 +3.77%
Kestra Private Wealth Services LLC 57,121 59,277 +2,156 +3.77%
Crescent Sterling Ltd. 7,216 7,488 +272 +3.77%
Wasatch Advisors Inc. 70,100 72,700 +2,600 +3.71%
Main Street Financial Solutions LLC 2,292 2,377 +85 +3.71%
Merit Financial Group LLC 35,985 37,304 +1,319 +3.67%
Hudock Inc. 4,613 4,781 +168 +3.64%
Iowa State Bank 25,008 25,918 +910 +3.64%
Petra Financial Advisors Inc. 4,189 4,341 +152 +3.63%
Ipswich Investment Management Co. Inc. 17,514 18,148 +634 +3.62%
Catalyst Financial Partners LLC 3,978 4,122 +144 +3.62%
Mutual Advisors LLC 28,050 29,052 +1,002 +3.57%
Stiles Financial Services Inc 20,053 20,769 +716 +3.57%
Bell Investment Advisors Inc 281 291 +10 +3.56%
Empirical Finance LLC 26,751 27,688 +937 +3.50%
Tiemann Investment Advisors LLC 4,393 4,543 +150 +3.41%
Woodmont Investment Counsel LLC 155,836 161,099 +5,263 +3.38%
Almanack Investment Partners LLC. 3,726 3,852 +126 +3.38%
Envestnet Asset Management Inc. 2,351,533 2,430,792 +79,259 +3.37%
Cassaday & Co Wealth Management LLC 6,840 7,070 +230 +3.36%
NBT Bank N A NY 5,693 5,884 +191 +3.35%
Stokes Capital Advisors LLC 3,131 3,236 +105 +3.35%
Smith Chas P & Associates PA Cpas 5,150 5,322 +172 +3.34%
SILVER OAK SECURITIES Inc 13,876 14,337 +461 +3.32%
Town & Country Bank & Trust CO dba First Bankers Trust CO 3,281 3,390 +109 +3.32%
Arkadios Wealth Advisors 7,502 7,748 +246 +3.28%
Degroof Petercam Asset Management 18,300 18,900 +600 +3.28%
Godsey & Gibb Associates 192,113 198,367 +6,254 +3.26%
Delta Financial Group Inc. 7,378 7,618 +240 +3.25%
Liberty Wealth Management LLC 2,168 2,238 +70 +3.23%
DAVENPORT & Co LLC 217,738 224,709 +6,971 +3.20%
Rafferty Asset Management LLC 85,979 88,724 +2,745 +3.19%
Insight Folios Inc 66,122 68,229 +2,107 +3.19%
Wealth Enhancement Advisory Services LLC 421,751 435,157 +13,406 +3.18%
Bahl & Gaynor Inc. 33,527 34,584 +1,057 +3.15%
HBK Sorce Advisory LLC 10,802 11,141 +339 +3.14%
Centurion Wealth Management LLC 2,903 2,994 +91 +3.13%
Dorsey & Whitney Trust CO LLC 4,561 4,702 +141 +3.09%
Market Street Wealth Management Advisors LLC 2,964 3,055 +91 +3.07%
Financial Counselors Inc. 159,423 164,261 +4,838 +3.03%
Bfsg LLC 10,300 10,610 +310 +3.01%
Tokio Marine Asset Management Co. Ltd. 32,175 33,138 +963 +2.99%
Hummer Financial Advisory Services Inc 4,474 4,607 +133 +2.97%
Sowell Financial Services LLC 37,811 38,925 +1,114 +2.95%
Ballast Inc. 14,894 15,330 +436 +2.93%
Van ECK Associates Corp 188,848 194,326 +5,478 +2.90%
TD Waterhouse Canada Inc. 37,807 38,905 +1,098 +2.90%
Whitener Capital Management Inc. 41,602 42,759 +1,157 +2.78%
Cornerstone Advisory LLC 7,548 7,758 +210 +2.78%
Bell Bank 86,860 89,206 +2,346 +2.70%
Financial Advisory Service Inc. 28,277 29,036 +759 +2.68%
Kanawha Capital Management LLC 6,343 6,511 +168 +2.65%
Gratus Capital LLC 145,993 149,804 +3,811 +2.61%
CHICAGO TRUST Co NA 3,464 3,552 +88 +2.54%
Nicholas Hoffman & Company LLC. 21,960 22,508 +548 +2.50%
First Horizon Advisors Inc. 39,854 40,844 +990 +2.48%
Nwam LLC 2,604 2,667 +63 +2.42%
Philadelphia Trust Co. 74,768 76,565 +1,797 +2.40%
Plimoth Trust Co. LLC 30,986 31,727 +741 +2.39%
Pegasus Asset Management Inc. 33,194 33,988 +794 +2.39%
CRA Financial Services LLC 3,088 3,160 +72 +2.33%
O ROURKE & COMPANY Inc 4,373 4,473 +100 +2.29%
Trueblood Wealth Management LLC 4,415 4,515 +100 +2.27%
Boston Trust Walden Corp 2,918 2,984 +66 +2.26%
Private Wealth Partners LLC 15,551 15,901 +350 +2.25%
Bogart Wealth LLC 110,485 112,971 +2,486 +2.25%
Royal Fund Management LLC 33,462 34,212 +750 +2.24%
Independent Advisor Alliance 120,111 122,708 +2,597 +2.16%
Keene & Associates Inc. 32,458 33,158 +700 +2.16%
Naples Global Advisors LLC 24,859 25,394 +535 +2.15%
Savant Capital LLC 79,632 81,338 +1,706 +2.14%
Coastal Investment Advisors Inc. 7,949 8,118 +169 +2.13%
Liberty One Investment Management LLC 263,124 268,628 +5,504 +2.09%
Bartlett & CO. Wealth Management LLC 614,957 627,818 +12,861 +2.09%
Biondo Investment Advisors LLC 80,247 81,887 +1,640 +2.04%
Providence Capital Advisors LLC 36,307 37,045 +738 +2.03%
Comprehensive Financial Consultants Institutional Inc. 8,155 8,320 +165 +2.02%
NBC Securities Inc. 32,728 33,385 +657 +2.01%
Arizona State Retirement System 216,833 221,168 +4,335 +2.00%
Shepherd Financial Partners LLC 26,813 27,343 +530 +1.98%
Intrust Bank NA 9,852 10,046 +194 +1.97%
Vaughan David Investments LLC IL 391,725 399,432 +7,707 +1.97%
Clear Creek Financial Management LLC 2,238 2,282 +44 +1.97%
Ashton Thomas Private Wealth LLC 14,985 15,277 +292 +1.95%
KMG Fiduciary Partners LLC 54,524 55,563 +1,039 +1.91%
Bigelow Investment Advisors LLC 6,566 6,691 +125 +1.90%
GAMMA Investing LLC 3,206 3,267 +61 +1.90%
Raymond James & Associates 1,888,553 1,924,229 +35,676 +1.89%
Taylor Hoffman Wealth Management 11,727 11,949 +222 +1.89%
Bollard Group LLC 236,470 240,809 +4,339 +1.83%
Alaska Permanent Fund Corp 61,748 62,859 +1,111 +1.80%
Wagner Wealth Management LLC 17,421 17,729 +308 +1.77%
Chapin Davis Inc. 7,542 7,675 +133 +1.76%
Investors Asset Management of Georgia Inc. GA ADV 2,895 2,945 +50 +1.73%
Transform Wealth LLC 4,020 4,089 +69 +1.72%
Rhumbline Advisers 1,386,169 1,409,862 +23,693 +1.71%
Dakota Community Bank & Trust NA 1,518 1,544 +26 +1.71%
Southland Equity Partners LLC 3,567 3,628 +61 +1.71%
Burkett Financial Services LLC 9,512 9,670 +158 +1.66%
Caldwell Sutter Capital Inc. 6,322 6,426 +104 +1.65%
Valley National Advisers Inc. 1,891 1,922 +31 +1.64%
AGF Management Ltd. 86,465 87,881 +1,416 +1.64%
LCM Capital Management Inc 2,216 2,252 +36 +1.62%
Principal Financial Group Inc. 920,256 935,091 +14,835 +1.61%
Capital Wealth Planning LLC 1,942,060 1,973,369 +31,309 +1.61%
Delta Financial Advisors LLC 9,796 9,954 +158 +1.61%
Marino Stram & Associates LLC 17,028 17,301 +273 +1.60%
Revolve Wealth Partners LLC 3,213 3,264 +51 +1.59%
QRG Capital Management Inc. 107,735 109,418 +1,683 +1.56%
HB Wealth Management LLC 62,936 63,896 +960 +1.53%
CIBC Asset Management Inc 226,923 230,380 +3,457 +1.52%
Pettyjohn Wood & White Inc. 16,402 16,652 +250 +1.52%
Essex Financial Services Inc. 13,573 13,777 +204 +1.50%
CNB Bank 10,530 10,682 +152 +1.44%
Fortress Wealth Group LLC 2,999 3,042 +43 +1.43%
Trustmark National Bank Trust Department 26,940 27,319 +379 +1.41%
Wintrust Investments LLC 5,780 5,861 +81 +1.40%
First Heartland Consultants Inc. 7,172 7,271 +99 +1.38%
Claro Advisors LLC 12,412 12,581 +169 +1.36%
Lantz Financial LLC 7,225 7,322 +97 +1.34%
Logan Capital Management Inc. 33,455 33,897 +442 +1.32%
Sandbox Financial Partners LLC 3,350 3,394 +44 +1.31%
Smith Moore & CO. 18,493 18,730 +237 +1.28%
Schechter Investment Advisors LLC 11,103 11,244 +141 +1.27%
Gulf International Bank UK Ltd 64,534 65,341 +807 +1.25%
Spirit of America Management Corp NY 12,100 12,250 +150 +1.24%
Tompkins Financial Corp 83,796 84,829 +1,033 +1.23%
CFO4Life Group LLC 3,422 3,462 +40 +1.17%
Lakeview Capital Partners LLC 34,667 35,067 +400 +1.15%
TFC Financial Management 349 353 +4 +1.15%
Legacy Wealth Asset Management LLC 7,802 7,889 +87 +1.12%
Ethic Inc. 5,613 5,675 +62 +1.10%
Associated Banc Corp 5,322 5,380 +58 +1.09%
Nomura Asset Management Co. Ltd. 261,931 264,782 +2,851 +1.09%
Uncommon Cents Investing LLC 2,753 2,783 +30 +1.09%
Winthrop Capital Management LLC 8,551 8,644 +93 +1.09%
Garrett Wealth Advisory Group LLC 5,014 5,068 +54 +1.08%
Meridian Financial Partners LLC 13,151 13,293 +142 +1.08%
Charles Schwab Investment Management Inc. 8,515,388 8,606,139 +90,751 +1.07%
LGT Financial Advisors LLC 1,313 1,327 +14 +1.07%
Lynch & Associates IN 31,106 31,435 +329 +1.06%
Creative Financial Designs Inc. ADV 22,814 23,052 +238 +1.04%
Benedict Financial Advisors Inc. 46,104 46,563 +459 +1.00%
Chesley Taft & Associates LLC 9,990 10,090 +100 +1.00%
Investment Research & Advisory Group Inc. 602 608 +6 +1.00%
TrinityPoint Wealth LLC 26,873 27,130 +257 +0.96%
Wealth Dimensions Group Ltd. 14,226 14,362 +136 +0.96%
Toth Financial Advisory Corp 1,167 1,178 +11 +0.94%
Horrell Capital Management Inc. 425 429 +4 +0.94%
MADDEN SECURITIES Corp 7,949 8,024 +75 +0.94%
IFM Investors Pty Ltd 255,975 258,224 +2,249 +0.88%
Sheets Smith Wealth Management 29,345 29,601 +256 +0.87%
Sierra Summit Advisors LLC 2,757 2,781 +24 +0.87%
Mather Group LLC. 9,976 10,062 +86 +0.86%
Cherry Tree Wealth Management LLC 1,042 1,051 +9 +0.86%
Walker Asset Management LLC 4,824 4,865 +41 +0.85%
Grant GrossMendelsohn LLC 3,490 3,519 +29 +0.83%
PFS Partners LLC 735 741 +6 +0.82%
JB Capital LLC 3,671 3,700 +29 +0.79%
Cordatus Wealth Management LLC 4,342 4,375 +33 +0.76%
Arkfeld Wealth Strategies L.L.C. 2,245 2,262 +17 +0.76%
Grimes & Company Inc. 8,823 8,888 +65 +0.74%
Metis Global Partners LLC 45,026 45,350 +324 +0.72%
Tradition Wealth Management LLC 2,217 2,233 +16 +0.72%
Wright Investors Service Inc. 23,718 23,881 +163 +0.69%
Treasurer of the State of North Carolina 342,235 344,585 +2,350 +0.69%
Longfellow Investment Management Co. LLC 5,876 5,915 +39 +0.66%
Allegiance Financial Group Advisory Services LLC 2,421 2,437 +16 +0.66%
Dimensional Fund Advisors LP 1,566,508 1,576,622 +10,114 +0.65%
NewSquare Capital LLC 65,065 65,480 +415 +0.64%
Capital Advisors Inc. OK 8,045 8,094 +49 +0.61%
Janney Montgomery Scott LLC 624,458 628,293 +3,835 +0.61%
Beacon Investment Advisors LLC 2,774 2,791 +17 +0.61%
Vantage Financial Partners LLC 2,548 2,563 +15 +0.59%
WFA Asset Management Corp 341 343 +2 +0.59%
Physicians Financial Services Inc. 19,469 19,582 +113 +0.58%
Townsend & Associates Inc 22,434 22,563 +129 +0.58%
ForthRight Wealth Management LLC 3,630 3,651 +21 +0.58%
Financial Partners Group LLC 7,227 7,269 +42 +0.58%
NorthCrest Asset Manangement LLC 170,928 171,865 +937 +0.55%
Peapack Gladstone Financial Corp 42,686 42,917 +231 +0.54%
Mayfair Advisory Group LLC 3,878 3,899 +21 +0.54%
FUKOKU MUTUAL LIFE INSURANCE Co 242,639 243,926 +1,287 +0.53%
MV Capital Management Inc. 1,888 1,898 +10 +0.53%
Financial Connections Group Inc. 187 188 +1 +0.53%
SOA Wealth Advisors LLC. 201 202 +1 +0.50%
Czech National Bank 134,985 135,658 +673 +0.50%
State of Alaska Department of Revenue 83,225 83,625 +400 +0.48%
LPL Financial LLC 1,561,954 1,569,361 +7,407 +0.47%
Vanguard Group Inc. 70,351,413 70,675,702 +324,289 +0.46%
Shoker Investment Counsel Inc. 21,373 21,471 +98 +0.46%
Pinnacle West Asset Management Inc. 4,315 4,335 +20 +0.46%
Fifth Third Bancorp 299,023 300,383 +1,360 +0.45%
Townsend Asset Management Corp NC ADV 31,528 31,668 +140 +0.44%
Stratos Wealth Partners LTD. 49,515 49,733 +218 +0.44%
FLC Capital Advisors 3,852 3,869 +17 +0.44%
Lcnb Corp 11,893 11,943 +50 +0.42%
Future Financial Wealth Managment LLC 6,618 6,642 +24 +0.36%
Wells Fargo & Company MN 3,954,331 3,968,232 +13,901 +0.35%
Standard Life Aberdeen plc 317,461 318,584 +1,123 +0.35%
Marble Harbor Investment Counsel LLC 13,325 13,367 +42 +0.32%
Macroview Investment Management LLC 627 629 +2 +0.32%
Pacifica Partners Inc. 311 312 +1 +0.32%
Farmers & Merchants Trust Co of Chambersburg PA 2,257 2,264 +7 +0.31%
Carson Advisory Inc. 31,798 31,897 +99 +0.31%
TD Asset Management Inc. 322,911 323,891 +980 +0.30%
Channel Wealth LLC 3,147 3,156 +9 +0.29%
Karpas Strategies LLC 4,141 4,152 +11 +0.27%
Stockman Wealth Management Inc. 5,900 5,916 +16 +0.27%
Aspire Private Capital LLC 25,227 25,292 +65 +0.26%
AM Investment Strategies LLC 3,504 3,513 +9 +0.26%
Laurel Wealth Advisors LLC 85,770 85,976 +206 +0.24%
Jeppson Wealth Management LLC 16,860 16,900 +40 +0.24%
MCF Advisors LLC 3,013 3,020 +7 +0.23%
Stokes Family Office LLC 2,637 2,643 +6 +0.23%
Money Concepts Capital Corp 48,245 48,347 +102 +0.21%
Hurlow Wealth Management Group Inc. 2,992 2,998 +6 +0.20%
Retirement Systems of Alabama 169,856 170,171 +315 +0.19%
Sabal Trust CO 230,944 231,349 +405 +0.18%
Carmichael Hill & Associates Inc. 5,030 5,039 +9 +0.18%
MONECO Advisors LLC 26,763 26,811 +48 +0.18%
Bellevue Asset Management LLC 573 574 +1 +0.17%
Archer Investment Corp 6,522 6,533 +11 +0.17%
Doheny Asset Management CA 7,045 7,056 +11 +0.16%
MTM Investment Management LLC 14,318 14,341 +23 +0.16%
Texas Permanent School Fund 159,128 159,373 +245 +0.15%
Sky Investment Group LLC 40,224 40,284 +60 +0.15%
BCM Advisors LLC 60,438 60,528 +90 +0.15%
Wealthfront Advisers LLC 63,937 64,033 +96 +0.15%
Envestnet Portfolio Solutions Inc. 178,544 178,789 +245 +0.14%
Jacobi Capital Management LLC 14,396 14,414 +18 +0.13%
Wellington Shields & Co. LLC 5,611 5,618 +7 +0.12%
Sound Income Strategies LLC 1,600 1,602 +2 +0.12%
Arbor Investment Advisors LLC 10,815 10,827 +12 +0.11%
9258 Wealth Management LLC 10,154 10,165 +11 +0.11%
Ritter Daniher Financial Advisory LLC DE 2,664 2,667 +3 +0.11%
State of Michigan Retirement System 211,036 211,236 +200 +0.09%
Buckingham Strategic Wealth LLC 17,014 17,027 +13 +0.08%
Pinnacle Financial Partners Inc. 46,833 46,865 +32 +0.07%
Community Bank & Trust Waco Texas 16,487 16,496 +9 +0.05%
Darwin Advisors LLC 3,653 3,655 +2 +0.05%
Weatherly Asset Management L. P. 2,462 2,463 +1 +0.04%
AMG National Trust Bank 15,708 15,714 +6 +0.04%
Allegheny Financial Group LTD 2,429 2,430 +1 +0.04%
Oak Harbor Wealth Partners LLC 15,440 15,446 +6 +0.04%
Joule Financial LLC 2,389 2,390 +1 +0.04%
King Wealth 3,604 3,605 +1 +0.03%
Beaton Management Co. Inc. 3,404 3,405 +1 +0.03%
Tufton Capital Management 49,450 49,459 +9 +0.02%
Diligent Investors LLC 6,366 6,367 +1 +0.02%
SignalPoint Asset Management LLC 4,444 4,445 +1 +0.02%
White Lighthouse Investment Management Inc. 4,160 4,161 +1 +0.02%
Strategic Advisors LLC 66,321 66,328 +7 +0.01%
RFG Advisory LLC 15,620 15,621 +1 +0.01%
13F Filers Reporting New Positions In DUK
First American Trust FSB 0 2,534 +2,534 +100%
MJP Associates Inc. ADV 0 3,052 +3,052 +100%
BNP Paribas 0 8,111 +8,111 +100%
Griffin Asset Management Inc. 0 2,599 +2,599 +100%
Groesbeck Investment Management Corp NJ 0 5,733 +5,733 +100%
American National Bank & Trust Co. VA 0 14,969 +14,969 +100%
Hartline Investment Corp 0 14,372 +14,372 +100%
Roberts Glore & Co. Inc. IL 0 4,843 +4,843 +100%
Harbor Capital Advisors Inc. 0 18,880 +18,880 +100%
Sanders Morris Harris LLC 0 2,650 +2,650 +100%
Jupiter Asset Management Ltd. 0 14,440 +14,440 +100%
Natixis 0 296,274 +296,274 +100%
GSA Capital Partners LLP 0 6,119 +6,119 +100%
L & S Advisors Inc 0 22,405 +22,405 +100%
Northwest Investment Counselors LLC 0 263 +263 +100%
Tributary Capital Management LLC 0 50 +50 +100%
IMC Chicago LLC 0 13,120 +13,120 +100%
LS Investment Advisors LLC 0 8,355 +8,355 +100%
Mesirow Financial Investment Management Inc. 0 11,866 +11,866 +100%
Kessler Investment Group LLC 0 61,433 +61,433 +100%
Twin Tree Management LP 0 468 +468 +100%
Krane Funds Advisors LLC 0 5,116 +5,116 +100%
Community Financial Services Group LLC 0 7,063 +7,063 +100%
Verity & Verity LLC 0 2,667 +2,667 +100%
Callan Capital LLC 0 2,233 +2,233 +100%
Executive Wealth Management LLC 0 2,547 +2,547 +100%
CTC Alternative Strategies Ltd. 0 2,350 +2,350 +100%
Riverview Trust Co 0 314 +314 +100%
Joel Isaacson & Co. LLC 0 3,930 +3,930 +100%
Eagle Capital Management LLC LA 0 2,673 +2,673 +100%
Ironsides Asset Advisors LLC 0 2,744 +2,744 +100%
USA Financial Portformulas Corp 0 163 +163 +100%
D Orazio & Associates Inc. 0 2,107 +2,107 +100%
Mn Services Vermogensbeheer B.V. 0 311,600 +311,600 +100%
GQG Partners LLC 0 63,075 +63,075 +100%
SpiderRock Advisors LLC 0 21,218 +21,218 +100%
CBOE Vest Financial LLC 0 2,628 +2,628 +100%
Financial Gravity Asset Management Inc. 0 24 +24 +100%
Sargent Investment Group LLC 0 3,245 +3,245 +100%
Legacy Capital Wealth Partners LLC 0 49,037 +49,037 +100%
O Keefe Stevens Advisory Inc. 0 2,640 +2,640 +100%
ESL Trust Services LLC 0 131 +131 +100%
Charles Schwab Trust Co 0 2,232 +2,232 +100%
Banque Cantonale Vaudoise 0 45,299 +45,299 +100%
Briaud Financial Planning Inc 0 175 +175 +100%
LifeSteps Financial Inc. 0 1,209 +1,209 +100%
Goodwin Investment Advisory 0 962 +962 +100%
Magnolia Capital Advisors LLC 0 4,583 +4,583 +100%
Capital Advisors Wealth Management LLC 0 2,842 +2,842 +100%
XTX Topco Ltd 0 2,103 +2,103 +100%
FWL Investment Management LLC 0 120 +120 +100%
Rise Advisors LLC 0 423 +423 +100%
Foster Group Inc. 0 2,150 +2,150 +100%
Outfitter Financial LLC 0 8,965 +8,965 +100%
NewEdge Wealth LLC 0 3,435 +3,435 +100%
Revisor Wealth Management LLC 0 5,846 +5,846 +100%
DGS Capital Management LLC 0 2,304 +2,304 +100%
Prosperity Consulting Group LLC 0 2,599 +2,599 +100%
Redmont Wealth Advisors LLC 0 1,170 +1,170 +100%
Simplicity Wealth LLC 0 21,646 +21,646 +100%
Cyrus J. Lawrence LLC 0 121 +121 +100%
Tradewinds LLC. 0 13,896 +13,896 +100%
Retirement Guys Formula LLC 0 6,883 +6,883 +100%
Plan Group Financial LLC 0 3,714 +3,714 +100%
Global Assets Advisory LLC 0 48,419 +48,419 +100%
RIA Advisory Group LLC 0 3,994 +3,994 +100%
ClearAlpha Technologies LP 0 9,791 +9,791 +100%
Entropy Technologies LP 0 26,189 +26,189 +100%
Tidemark LLC 0 148 +148 +100%
Gilliland Jeter Wealth Management LLC 0 433 +433 +100%
Focus Financial Network Inc. 0 12,386 +12,386 +100%
Atlantic Edge Private Wealth Management LLC 0 667 +667 +100%
Pingora Partners LLC 0 25 +25 +100%
Clayton Financial Group LLC 0 2,170 +2,170 +100%
Spectrum Wealth Counsel LLC 0 20 +20 +100%
Edge Financial Advisors LLC 0 4,767 +4,767 +100%
Pullen Investment Management LLC 0 13,605 +13,605 +100%
True Vision MN LLC 0 5,176 +5,176 +100%
Adapt Wealth Advisors LLC 0 5,450 +5,450 +100%
Wealth Group Ltd. 0 22,762 +22,762 +100%
AA Financial Advisors LLC 0 4,277 +4,277 +100%
Catalina Capital Group LLC 0 2,428 +2,428 +100%
Atlanta Consulting Group Advisors LLC 0 6,526 +6,526 +100%
Central Pacific Bank Trust Division 0 833 +833 +100%
Fiduciary Family Office LLC 0 2,183 +2,183 +100%
Diversify Advisory Services LLC 0 3,734 +3,734 +100%
Hilltop National Bank 0 2,484 +2,484 +100%
13F Filers With Unchanged Share Count
OLD Republic International Corporation 560,731 560,731 UNCH 0.00%
Wulff Hansen & CO. 7,675 7,675 UNCH 0.00%
Essex Investment Management Co. LLC 2,291 2,291 UNCH 0.00%
Mcrae Capital Management Inc. 2,366 2,366 UNCH 0.00%
Bailard Inc. 25,819 25,819 UNCH 0.00%
Citizens Financial Group Inc RI 6,724 6,724 UNCH 0.00%
Papp L Roy & Associates 2,135 2,135 UNCH 0.00%
First National Corp MA ADV 11,811 11,811 UNCH 0.00%
Delta Asset Management LLC TN 518 518 UNCH 0.00%
Folger Nolan Fleming Douglas Capital Management Inc. 13,396 13,396 UNCH 0.00%
OLD Second National Bank of Aurora 1,738 1,738 UNCH 0.00%
John G Ullman & Associates Inc. 6,953 6,953 UNCH 0.00%
Cadinha & Co. LLC 2,935 2,935 UNCH 0.00%
Guyasuta Investment Advisors Inc. 6,091 6,091 UNCH 0.00%
Bridges Investment Management Inc. 2,429 2,429 UNCH 0.00%
Excalibur Management Corp 12,352 12,352 UNCH 0.00%
Norwood Financial Corp 303 303 UNCH 0.00%
Vaughan Nelson Investment Management L.P. 25,850 25,850 UNCH 0.00%
Pittenger & Anderson Inc. 3,250 3,250 UNCH 0.00%
Optimum Investment Advisors 7,493 7,493 UNCH 0.00%
Burns J W & Co. Inc. NY 3,083 3,083 UNCH 0.00%
Everence Capital Management Inc. 29,394 29,394 UNCH 0.00%
M&R Capital Management Inc. 2,557 2,557 UNCH 0.00%
Baker Boyer National Bank 3,053 3,053 UNCH 0.00%
Sigma Investment Counselors Inc. 3,077 3,077 UNCH 0.00%
Norris Perne & French LLP MI 4,086 4,086 UNCH 0.00%
Moody National Bank Trust Division 3,955 3,955 UNCH 0.00%
Capital City Trust Co. FL 2,771 2,771 UNCH 0.00%
Marietta Investment Partners LLC 3,581 3,581 UNCH 0.00%
Boyd Watterson Asset Management LLC OH 697 697 UNCH 0.00%
Jarislowsky Fraser Ltd 35,483 35,483 UNCH 0.00%
First Community Trust NA 348 348 UNCH 0.00%
Spinnaker Trust 4,850 4,850 UNCH 0.00%
Hollencrest Capital Management 1,250 1,250 UNCH 0.00%
FCA Corp TX 2,794 2,794 UNCH 0.00%
Viking Fund Management LLC 150 150 UNCH 0.00%
Nicolet Bankshares Inc. 2,593 2,593 UNCH 0.00%
Hussman Strategic Advisors Inc. 500 500 UNCH 0.00%
Cim Investment Mangement Inc. 3,422 3,422 UNCH 0.00%
Country Trust Bank 1,480 1,480 UNCH 0.00%
First United Bank Trust 1,718 1,718 UNCH 0.00%
Cincinnati Casualty Co. 66,300 66,300 UNCH 0.00%
United Bank 9,445 9,445 UNCH 0.00%
Letko Brosseau & Associates Inc. 3,100 3,100 UNCH 0.00%
MeadowBrook Investment Advisors LLC 2,207 2,207 UNCH 0.00%
Willis Investment Counsel 111,260 111,260 UNCH 0.00%
Canal Insurance CO 150,166 150,166 UNCH 0.00%
Edgemoor Investment Advisors Inc. 2,474 2,474 UNCH 0.00%
Texas Yale Capital Corp. 27,757 27,757 UNCH 0.00%
Hartford Financial Management Inc. 18,447 18,447 UNCH 0.00%
Bruce & Co. Inc. 203,890 203,890 UNCH 0.00%
Investment Partners Asset Management Inc. 4,178 4,178 UNCH 0.00%
American Assets Investment Management LLC 32,666 32,666 UNCH 0.00%
GHP Investment Advisors Inc. 574 574 UNCH 0.00%
KBC Group NV 47,605 47,605 UNCH 0.00%
Birch Hill Investment Advisors LLC 7,888 7,888 UNCH 0.00%
Cubic Asset Management LLC 2,263 2,263 UNCH 0.00%
WealthTrust Axiom LLC 16,116 16,116 UNCH 0.00%
Intact Investment Management Inc. 43,500 43,500 UNCH 0.00%
Van Cleef Asset Management Inc 2,749 2,749 UNCH 0.00%
Supplemental Annuity Collective Trust of NJ 6,000 6,000 UNCH 0.00%
State of New Jersey Common Pension Fund D 446,186 446,186 UNCH 0.00%
NJ State Employees Deferred Compensation Plan 14,733 14,733 UNCH 0.00%
TCTC Holdings LLC 1,373 1,373 UNCH 0.00%
Shayne & CO. LLC 2,500 2,500 UNCH 0.00%
Wellington Shields Capital Management LLC 649 649 UNCH 0.00%
Cohen Capital Management Inc. 30,133 30,133 UNCH 0.00%
Summit Asset Management LLC 3,119 3,119 UNCH 0.00%
Rocky Mountain Advisers LLC 175 175 UNCH 0.00%
Perkins Coie Trust Co 649 649 UNCH 0.00%
Richard Bernstein Advisors LLC 26,049 26,049 UNCH 0.00%
Banque Pictet & Cie SA 30,000 30,000 UNCH 0.00%
Alta Advisers Ltd 1,900 1,900 UNCH 0.00%
DT Investment Partners LLC 190 190 UNCH 0.00%
Westside Investment Management Inc. 671 671 UNCH 0.00%
South Dakota Investment Council 136,512 136,512 UNCH 0.00%
Greatmark Investment Partners Inc. 4,599 4,599 UNCH 0.00%
Aspen Investment Management Inc 5,236 5,236 UNCH 0.00%
JNBA Financial Advisors 276 276 UNCH 0.00%
Lipe & Dalton 343 343 UNCH 0.00%
Cunning Capital Partners LP 15,435 15,435 UNCH 0.00%
Lowe Wealth Advisors LLC 299 299 UNCH 0.00%
Columbia Asset Management 13,709 13,709 UNCH 0.00%
E&G Advisors LP 5,600 5,600 UNCH 0.00%
Cranbrook Wealth Management LLC 1,233 1,233 UNCH 0.00%
Tortoise Investment Management LLC 334 334 UNCH 0.00%
CKW Financial Group 288 288 UNCH 0.00%
St. Johns Investment Management Company LLC 226 226 UNCH 0.00%
Mark Sheptoff Financial Planning LLC 2,785 2,785 UNCH 0.00%
Fagan Associates Inc. 2,980 2,980 UNCH 0.00%
S. R. Schill & Associates 2,375 2,375 UNCH 0.00%
Tradewinds Capital Management LLC 1,809 1,809 UNCH 0.00%
Bray Capital Advisors 4,205 4,205 UNCH 0.00%
Eukles Asset Management 28 28 UNCH 0.00%
AllSquare Wealth Management LLC 1,082 1,082 UNCH 0.00%
Donald L. Hagan LLC 2,312 2,312 UNCH 0.00%
Westhampton Capital LLC 4,111 4,111 UNCH 0.00%
Roble Belko & Company Inc 2,182 2,182 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 763 763 UNCH 0.00%
Edmond DE Rothschild Holding S.A. 667 667 UNCH 0.00%
Jackson Grant Investment Advisers Inc. 636 636 UNCH 0.00%
Stuart Chaussee & Associates Inc. 514 514 UNCH 0.00%
Bridge Creek Capital Management LLC 2,307 2,307 UNCH 0.00%
Morningstar Investment Management LLC 9,192 9,192 UNCH 0.00%
Institutional & Family Asset Management LLC 2,169 2,169 UNCH 0.00%
Mascoma Wealth Management LLC 262 262 UNCH 0.00%
Level Four Advisory Services LLC 39,641 39,641 UNCH 0.00%
Radnor Capital Management LLC 7,614 7,614 UNCH 0.00%
Symmetry Partners LLC 4,781 4,781 UNCH 0.00%
Abbrea Capital LLC 3,291 3,291 UNCH 0.00%
McIlrath & Eck LLC 392 392 UNCH 0.00%
EverSource Wealth Advisors LLC 4,979 4,979 UNCH 0.00%
Providence First Trust Co 2,200 2,200 UNCH 0.00%
Bedel Financial Consulting Inc. 3,931 3,931 UNCH 0.00%
Luken Investment Analytics LLC 721 721 UNCH 0.00%
Investors Research Corp 1,310 1,310 UNCH 0.00%
Rossmore Private Capital 2,584 2,584 UNCH 0.00%
USAdvisors Wealth Management LLC 10,000 10,000 UNCH 0.00%
Silvant Capital Management LLC 1,886 1,886 UNCH 0.00%
Retirement Group LLC 111 111 UNCH 0.00%
Essex Savings Bank 7,073 7,073 UNCH 0.00%
Canton Hathaway LLC 471 471 UNCH 0.00%
Apexium Financial LP 5,132 5,132 UNCH 0.00%
VeraBank N.A. 2,563 2,563 UNCH 0.00%
Princeton Global Asset Management LLC 560 560 UNCH 0.00%
Wolff Financial Management LLC 4,810 4,810 UNCH 0.00%
Ostrum Asset Management 2,110 2,110 UNCH 0.00%
Cornerstone Advisors LLC 39,400 39,400 UNCH 0.00%
Arden Trust Co 2,266 2,266 UNCH 0.00%
Carolina Wealth Advisors LLC 197 197 UNCH 0.00%
Maryland State Retirement & Pension System 60,008 60,008 UNCH 0.00%
Tsfg LLC 136 136 UNCH 0.00%
S.A. Mason LLC 1,203 1,203 UNCH 0.00%
RE Dickinson Investment Advisors LLC 587 587 UNCH 0.00%
TI Trust Inc. 20,855 20,855 UNCH 0.00%
Citizens National Bank Trust Department 2,577 2,577 UNCH 0.00%
Davis Capital Management 585 585 UNCH 0.00%
Scarborough Advisors LLC 1,127 1,127 UNCH 0.00%
Northstar Advisory Group LLC 2,365 2,365 UNCH 0.00%
Carl P. Sherr & Co. LLC 2,721 2,721 UNCH 0.00%
Mechanics Financial Corp 1,000 1,000 UNCH 0.00%
Hudson Value Partners LLC 2,525 2,525 UNCH 0.00%
West Financial Advisors LLC 108 108 UNCH 0.00%
Addison Advisors LLC 1,033 1,033 UNCH 0.00%
Sittner & Nelson LLC 2,551 2,551 UNCH 0.00%
Orion Capital Management LLC 159 159 UNCH 0.00%
Bard Financial Services Inc. 6,025 6,025 UNCH 0.00%
Piscataqua Savings Bank 1,029 1,029 UNCH 0.00%
Emfo LLC 584 584 UNCH 0.00%
Eagle Bay Advisors LLC 17 17 UNCH 0.00%
Washington Trust Advisors Inc. 3,871 3,871 UNCH 0.00%
Cross Staff Investments Inc 6,449 6,449 UNCH 0.00%
Mill Capital Management LLC 27,018 27,018 UNCH 0.00%
Operose Advisors LLC 248 248 UNCH 0.00%
Red Tortoise LLC 109 109 UNCH 0.00%
City State Bank 1,951 1,951 UNCH 0.00%
Spinnaker Investment Group LLC 2,848 2,848 UNCH 0.00%
Byrne Asset Management LLC 1,018 1,018 UNCH 0.00%
Cladis Investment Advisory LLC 2,288 2,288 UNCH 0.00%
Global Wealth Strategies & Associates 317 317 UNCH 0.00%
Walter Public Investments Inc. 4,000 4,000 UNCH 0.00%
Armstrong Advisory Group Inc. 7,248 7,248 UNCH 0.00%
Ruedi Wealth Management Inc. 1,207 1,207 UNCH 0.00%
Signature Resources Capital Management LLC 166 166 UNCH 0.00%
Stephens Consulting LLC 1,787 1,787 UNCH 0.00%
Trifecta Capital Advisors LLC 13 13 UNCH 0.00%
New England Capital Financial Advisors LLC 1,309 1,309 UNCH 0.00%
Financial Freedom LLC 192 192 UNCH 0.00%
LMG Wealth Partners LLC 10,994 10,994 UNCH 0.00%
Frank Rimerman Advisors LLC 7 7 UNCH 0.00%
Trivant Custom Portfolio Group LLC 550 550 UNCH 0.00%
Prairie Sky Financial Group LLC 4,596 4,596 UNCH 0.00%
Union Savings Bank 2,388 2,388 UNCH 0.00%
CGC Financial Services LLC 66 66 UNCH 0.00%
Slocum Gordon & Co LLP 32,623 32,623 UNCH 0.00%
Financiere des Professionnels Fonds d investissement inc. 34,706 34,706 UNCH 0.00%
Peoples Bank KS 2,477 2,477 UNCH 0.00%
Financial Perspectives Inc 168 168 UNCH 0.00%
HTLF Bank 2,726 2,726 UNCH 0.00%
Tyche Wealth Partners LLC 4,837 4,837 UNCH 0.00%
Advantage Trust Co 1,029 1,029 UNCH 0.00%
Sachetta LLC 229 229 UNCH 0.00%
Partnership Wealth Management LLC 2,612 2,612 UNCH 0.00%
Private Wealth Management Group LLC 271 271 UNCH 0.00%
Schulz Wealth LTD. 2,505 2,505 UNCH 0.00%
Kuhn & Co Investment Counsel 5,793 5,793 UNCH 0.00%
Allen Wealth Management LLC 11,621 11,621 UNCH 0.00%
Transcendent Capital Group LLC 130 130 UNCH 0.00%
Mainsail Asset Management LLC 2,270 2,270 UNCH 0.00%
13F Filers Decreasing DUK Share Count
Mayflower Financial Advisors LLC 286,360 7,275 -279,085 -97.46%
Bremer Bank National Association 31,433 2,442 -28,991 -92.23%
Baldwin Brothers Inc. MA 1,856 170 -1,686 -90.84%
BOK Financial Private Wealth Inc. 563 61 -502 -89.17%
Cincinnati Financial Corp 310,000 38,784 -271,216 -87.49%
Financial Synergies Wealth Advisors Inc. 142 22 -120 -84.51%
Stratos Wealth Advisors LLC 30,188 4,800 -25,388 -84.10%
ORG Partners LLC 1,300 229 -1,071 -82.38%
Benjamin Edwards Inc. 123 24 -99 -80.49%
Gradient Investments LLC 8,085 1,798 -6,287 -77.76%
PFG Private Wealth Management LLC 1,823 440 -1,383 -75.86%
Horizon Bancorp Inc. IN 284 76 -208 -73.24%
U.S. Capital Wealth Advisors LLC 30,093 8,115 -21,978 -73.03%
Cornerstone Capital Inc. 112,655 30,587 -82,068 -72.85%
Readystate Asset Management LP 8,967 3,109 -5,858 -65.33%
Grove Bank & Trust 16,363 6,183 -10,180 -62.21%
Harbor Investment Advisory LLC 3,975 1,836 -2,139 -53.81%
Fisher Asset Management LLC 10,637 5,059 -5,578 -52.44%
Cibc World Markets Corp 158,871 77,326 -81,545 -51.33%
Clearbridge Investments LLC 39,014 19,105 -19,909 -51.03%
Fortis Group Advisors LLC 1,140 570 -570 -50.00%
Legend Financial Advisors Inc. 266 133 -133 -50.00%
Thrive Capital Management LLC 4,853 2,647 -2,206 -45.46%
Central Bank & Trust Co. 4,571 2,534 -2,037 -44.56%
CIBC World Markets Inc. 159,693 90,277 -69,416 -43.47%
Asset Dedication LLC 16,863 9,646 -7,217 -42.80%
Halpern Financial Inc. 215 123 -92 -42.79%
Newbridge Financial Services Group Inc. 7,217 4,140 -3,077 -42.64%
Wambolt & Associates LLC 9,041 5,186 -3,855 -42.64%
Lbmc Investment Advisors LLC 5,579 3,238 -2,341 -41.96%
FDx Advisors Inc. 7,848 4,572 -3,276 -41.74%
National Bank of Canada FI 351,469 205,270 -146,199 -41.60%
SeaCrest Wealth Management LLC 10,215 5,995 -4,220 -41.31%
Mainstay Capital Management LLC ADV 4,216 2,475 -1,741 -41.30%
Cornerstone Planning Group LLC 148 87 -61 -41.22%
Advisor Group Holdings Inc. 690,364 406,473 -283,891 -41.12%
Consolidated Planning Corp 4,884 2,959 -1,925 -39.41%
Trust Point Inc. 13,116 8,022 -5,094 -38.84%
Planning Capital Management Corp 84 52 -32 -38.10%
Kepos Capital LP 2,836 1,788 -1,048 -36.95%
Susquehanna International Group LLP 311,827 196,652 -115,175 -36.94%
Bank OZK 21,962 13,921 -8,041 -36.61%
Impact Partnership Wealth LLC 432 276 -156 -36.11%
Davis R M Inc. 6,331 4,058 -2,273 -35.90%
First Foundation Advisors 1,787 1,158 -629 -35.20%
Crestwood Advisors Group LLC 8,677 5,704 -2,973 -34.26%
Cullinan Associates Inc. 25,938 17,198 -8,740 -33.70%
Prestige Wealth Management Group LLC 664 449 -215 -32.38%
Global Trust Asset Management LLC 784 534 -250 -31.89%
MWA Asset Management 4,770 3,335 -1,435 -30.08%
Nisa Investment Advisors LLC 46,095 32,272 -13,823 -29.99%
First Financialcorp IN 5,251 3,676 -1,575 -29.99%
FMR LLC 11,281,950 7,899,968 -3,381,982 -29.98%
Continuum Advisory LLC 10,453 7,323 -3,130 -29.94%
SageView Advisory Group LLC 18,323 12,895 -5,428 -29.62%
JJJ Advisors Inc. 2,467 1,750 -717 -29.06%
Dearborn Partners LLC 8,989 6,396 -2,593 -28.85%
Fulton Breakefield Broenniman LLC 6,732 4,790 -1,942 -28.85%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 6,187 4,410 -1,777 -28.72%
MBL Wealth LLC 8,513 6,077 -2,436 -28.62%
Detalus Advisors LLC 3,101 2,226 -875 -28.22%
West Paces Advisors Inc. 3,579 2,584 -995 -27.80%
Smith Group Asset Management LLC 17,656 12,756 -4,900 -27.75%
Compass Wealth Management LLC 400 290 -110 -27.50%
Illinois Municipal Retirement Fund 224,828 163,077 -61,751 -27.47%
Mitchell Sinkler & Starr PA 19,244 13,995 -5,249 -27.28%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 168,050 122,453 -45,597 -27.13%
Miller Howard Investments Inc. NY 17,790 12,969 -4,821 -27.10%
Calamos Wealth Management LLC 2,883 2,102 -781 -27.09%
Community Bank of Raymore 12,960 9,462 -3,498 -26.99%
Janney Capital Management LLC 142,126 103,923 -38,203 -26.88%
Eads & Heald Wealth Management 2,829 2,072 -757 -26.76%
Ossiam 4,278 3,137 -1,141 -26.67%
Armor Investment Advisors LLC 28,050 20,702 -7,348 -26.20%
Courier Capital LLC 21,114 15,621 -5,493 -26.02%
West Branch Capital LLC 2,725 2,031 -694 -25.47%
Adell Harriman & Carpenter Inc. 3,956 2,956 -1,000 -25.28%
Verus Financial Partners Inc. 4,697 3,514 -1,183 -25.19%
Onyx Bridge Wealth Group LLC 3,597 2,696 -901 -25.05%
Pure Financial Advisors Inc. 3,463 2,596 -867 -25.04%
Sollinda Capital Management LLC 12,587 9,533 -3,054 -24.26%
Fortitude Advisory Group L.L.C. 3,173 2,406 -767 -24.17%
Fortitude Family Office LLC 225 171 -54 -24.00%
NorthRock Partners LLC 5,046 3,855 -1,191 -23.60%
Belpointe Asset Management LLC 9,537 7,303 -2,234 -23.42%
Acorn Financial Advisory Services Inc. ADV 4,233 3,247 -986 -23.29%
Wrapmanager Inc. 7,088 5,441 -1,647 -23.24%
BIP Wealth LLC 3,421 2,631 -790 -23.09%
Neuberger Berman Group LLC 6,492,677 4,997,386 -1,495,291 -23.03%
Optas LLC 5,706 4,413 -1,293 -22.66%
DMG Group LLC 2,717 2,108 -609 -22.41%
Brandywine Oak Private Wealth LLC 5,379 4,179 -1,200 -22.31%
Waddell & Associates LLC 4,698 3,654 -1,044 -22.22%
Bangor Savings Bank 1,417 1,103 -314 -22.16%
Atlantic Trust LLC 4,505 3,509 -996 -22.11%
Buttonwood Financial Advisors Inc. 5,184 4,042 -1,142 -22.03%
WealthPLAN Partners LLC 4,561 3,561 -1,000 -21.93%
PSI Advisors LLC 7,981 6,276 -1,705 -21.36%
Octavia Wealth Advisors LLC 5,214 4,103 -1,111 -21.31%
Los Angeles Capital Management & Equity Research Inc. 20,585 16,311 -4,274 -20.76%
Argus Investors Counsel Inc. 5,470 4,338 -1,132 -20.69%
Hudson Valley Investment Advisors Inc. ADV 22,510 17,900 -4,610 -20.48%
Patton Albertson Miller Group LLC 6,339 5,044 -1,295 -20.43%
Retirement Planning Co of New England Inc. 7,103 5,681 -1,422 -20.02%
International Assets Investment Management LLC 10,092 8,084 -2,008 -19.90%
South State CORP. 83,593 66,987 -16,606 -19.87%
Duncker Streett & Co. Inc. 4,320 3,467 -853 -19.75%
Brookstone Capital Management 148,319 119,333 -28,986 -19.54%
OmniStar Financial Group Inc. 6,207 5,020 -1,187 -19.12%
YHB Investment Advisors Inc. 2,147 1,737 -410 -19.10%
Apollon Wealth Management LLC 41,088 33,246 -7,842 -19.09%
CWS Financial Advisors LLC 4,896 3,978 -918 -18.75%
Tower Bridge Advisors 16,330 13,287 -3,043 -18.63%
Power Wealth Management LLC 2,852 2,325 -527 -18.48%
Bank of New Hampshire 7,713 6,316 -1,397 -18.11%
O Shaughnessy Asset Management LLC 85,432 69,971 -15,461 -18.10%
JFS Wealth Advisors LLC 145 119 -26 -17.93%
Meyer Handelman Co. 117,700 97,207 -20,493 -17.41%
CarsonAllaria Wealth Management Ltd. 3,218 2,659 -559 -17.37%
Clarius Group LLC 5,165 4,270 -895 -17.33%
ST Germain D J Co. Inc. 4,074 3,375 -699 -17.16%
Cedrus LLC 5,167 4,283 -884 -17.11%
DiNuzzo Private Wealth Inc. 113 94 -19 -16.81%
UMB Bank N A MO 242,001 201,621 -40,380 -16.69%
Horan Capital Advisors LLC. 2,522 2,104 -418 -16.57%
Benedetti & Gucer Inc. 6,155 5,155 -1,000 -16.25%
Boston Financial Mangement LLC 4,364 3,671 -693 -15.88%
Colonial River Wealth Management LLC 4,938 4,157 -781 -15.82%
KC Investment Advisors LLC 3,420 2,880 -540 -15.79%
Peoples Financial Services CORP. 11,305 9,529 -1,776 -15.71%
Advisory Services Network LLC 74,951 63,245 -11,706 -15.62%
Invesco LLC 5,279 4,457 -822 -15.57%
Reaves W H & Co. Inc. 695,257 587,055 -108,202 -15.56%
Means Investment CO. Inc. 4,476 3,792 -684 -15.28%
Bruce G. Allen Investments LLC 732 621 -111 -15.16%
NovaPoint Capital LLC 8,684 7,378 -1,306 -15.04%
Greenleaf Trust 20,753 17,671 -3,082 -14.85%
TCW Group Inc. 12,174 10,385 -1,789 -14.70%
Salomon & Ludwin LLC 7,316 6,242 -1,074 -14.68%
Amalgamated Bank 186,231 158,899 -27,332 -14.68%
Allen Mooney & Barnes Investment Advisors LLC 10,773 9,194 -1,579 -14.66%
IFG Advisory LLC 34,874 29,822 -5,052 -14.49%
Integrated Advisors Network LLC 27,471 23,493 -3,978 -14.48%
United Bank 5,551 4,767 -784 -14.12%
Cbre Clarion Securities LLC 431,508 370,801 -60,707 -14.07%
Childress Capital Advisors LLC 3,450 2,965 -485 -14.06%
Park Place Capital Corp 12,023 10,340 -1,683 -14.00%
Tilia Fiduciary Partners Inc. 2,554 2,197 -357 -13.98%
Sugarloaf Wealth Management LLC 2,826 2,436 -390 -13.80%
McLean Asset Management Corp 2,963 2,556 -407 -13.74%
Apella Capital LLC 2,680 2,318 -362 -13.51%
Gleason Group Inc. 2,690 2,329 -361 -13.42%
Knuff & Co LLC 1,567 1,358 -209 -13.34%
Sage Mountain Advisors LLC 3,595 3,120 -475 -13.21%
Bank of Montreal Can 1,503,299 1,306,394 -196,905 -13.10%
Lindbrook Capital LLC 2,375 2,073 -302 -12.72%
Kingswood Wealth Advisors LLC 22,092 19,287 -2,805 -12.70%
Avalon Trust Co 800 700 -100 -12.50%
Eudaimonia Advisors LLC 6,016 5,275 -741 -12.32%
Oppenheimer Asset Management Inc. 179,789 158,526 -21,263 -11.83%
Obsidian Personal Planning Solutions LLC 2,820 2,487 -333 -11.81%
SJS Investment Consulting Inc. 187 165 -22 -11.76%
Carnegie Capital Asset Management LLC 8,438 7,452 -986 -11.69%
ROI Financial Advisors LLC 14,411 12,774 -1,637 -11.36%
CapWealth Advisors LLC 2,698 2,393 -305 -11.30%
Mitsubishi UFJ Trust & Banking Corp 3,884,649 3,457,297 -427,352 -11.00%
M. Kraus & Co 2,445 2,179 -266 -10.88%
Eudaimonia Partners LLC 3,660 3,264 -396 -10.82%
Aurum Wealth Management Group LLC 10,466 9,343 -1,123 -10.73%
Trust Co of the South 11,802 10,564 -1,238 -10.49%
Allred Capital Management LLC 9,944 8,914 -1,030 -10.36%
Princeton Capital Management LLC 5,498 4,933 -565 -10.28%
D. B. Root & Company LLC 12,694 11,412 -1,282 -10.10%
New Republic Capital LLC 3,855 3,466 -389 -10.09%
Northern Oak Wealth Management Inc. 2,598 2,337 -261 -10.05%
Burke & Herbert Bank & Trust Co. 5,020 4,518 -502 -10.00%
Archford Capital Strategies LLC 9,056 8,151 -905 -9.99%
Atticus Wealth Management LLC 1,103 993 -110 -9.97%
Webster Bank N. A. 1,175 1,059 -116 -9.87%
Smithfield Trust Co. 3,137 2,828 -309 -9.85%
Ballentine Partners LLC 8,071 7,278 -793 -9.83%
Searle & CO. 3,236 2,918 -318 -9.83%
Team Hewins LLC 3,122 2,819 -303 -9.71%
Raleigh Capital Management Inc. 31,343 28,301 -3,042 -9.71%
Motco 428 387 -41 -9.58%
Nations Financial Group Inc. IA ADV 4,610 4,170 -440 -9.54%
Morgan Dempsey Capital Management LLC 81,892 74,178 -7,714 -9.42%
Allspring Global Investments Holdings LLC 392,546 355,611 -36,935 -9.41%
Little House Capital LLC 15,589 14,136 -1,453 -9.32%
Benjamin F. Edwards & Company Inc. 35,882 32,554 -3,328 -9.27%
Prossimo Advisors LLC 7,803 7,083 -720 -9.23%
TSP Capital Management Group LLC 21,690 19,698 -1,992 -9.18%
Pacer Advisors Inc. 88,218 80,180 -8,038 -9.11%
Leavell Investment Management Inc. 43,159 39,264 -3,895 -9.02%
Summit Financial LLC 6,187 5,633 -554 -8.95%
Gryphon Financial Partners LLC 4,374 3,983 -391 -8.94%
Capital Investment Advisory Services LLC 84,809 77,255 -7,554 -8.91%
Ferguson Wellman Capital Management Inc. 3,773 3,438 -335 -8.88%
Kingsview Wealth Management LLC 27,737 25,277 -2,460 -8.87%
Regions Financial Corp 49,317 45,035 -4,282 -8.68%
Beese Fulmer Investment Management Inc. 4,832 4,413 -419 -8.67%
Pine Valley Investments Ltd Liability Co 2,809 2,566 -243 -8.65%
Birchcreek Wealth Management LLC 4,554 4,163 -391 -8.59%
Lockheed Martin Investment Management Co. 143,200 130,900 -12,300 -8.59%
Concurrent Investment Advisors LLC 27,438 25,098 -2,340 -8.53%
Leo Wealth LLC 19,078 17,450 -1,628 -8.53%
PBMares Wealth Management LLC 5,246 4,800 -446 -8.50%
AlphaMark Advisors LLC 1,936 1,774 -162 -8.37%
RFP Financial Group LLC 1,703 1,561 -142 -8.34%
DHJJ Financial Advisors Ltd. 180 165 -15 -8.33%
Atlantic Union Bankshares Corp 25,371 23,266 -2,105 -8.30%
Fundamentun LLC 21,693 19,919 -1,774 -8.18%
Gateway Investment Advisers LLC 5,055 4,642 -413 -8.17%
Meridian Wealth Partners LLC 3,306 3,038 -268 -8.11%
Aldebaran Financial Inc. 4,050 3,725 -325 -8.02%
Larson Financial Group LLC 2,227 2,056 -171 -7.68%
Profund Advisors LLC 31,156 28,771 -2,385 -7.66%
United Community Bank 7,664 7,084 -580 -7.57%
Procyon Private Wealth Partners LLC 13,088 12,099 -989 -7.56%
Souders Financial Advisors 13,394 12,397 -997 -7.44%
Horan Securities Inc. 4,328 4,006 -322 -7.44%
Absher Wealth Management LLC 2,822 2,615 -207 -7.34%
Hennion & Walsh Asset Management Inc. 26,426 24,489 -1,937 -7.33%
Farmers & Merchants Investments Inc. 69,931 64,840 -5,091 -7.28%
Argent Advisors Inc. 19,341 17,937 -1,404 -7.26%
ZRC Wealth Management LLC 1,882 1,749 -133 -7.07%
WBH Advisory Inc. 6,209 5,772 -437 -7.04%
Symphony Financial Ltd. Co. 19,535 18,187 -1,348 -6.90%
Securian Asset Management Inc 48,749 45,410 -3,339 -6.85%
Beverly Hills Private Wealth LLC 4,913 4,580 -333 -6.78%
Hodges Capital Management Inc. 4,931 4,598 -333 -6.75%
Rosenberg Matthew Hamilton 3,028 2,824 -204 -6.74%
Peachtree Investment Partners LLC 2,797 2,609 -188 -6.72%
Cambridge Investment Research Advisors Inc. 304,462 284,320 -20,142 -6.62%
Ameritas Investment Partners Inc. 9,886 9,232 -654 -6.62%
J.W. Cole Advisors Inc. 27,481 25,666 -1,815 -6.60%
Fiera Capital Corp 5,200 4,860 -340 -6.54%
Abacus Planning Group Inc. 7,839 7,329 -510 -6.51%
WealthCollab LLC 31 29 -2 -6.45%
Patriot Investment Management Inc. 4,077 3,817 -260 -6.38%
LVM Capital Management Ltd. MI 4,224 3,955 -269 -6.37%
Fort Washington Investment Advisors Inc. OH 678,106 635,392 -42,714 -6.30%
Credit Suisse AG 837,411 784,726 -52,685 -6.29%
Welch & Forbes LLC 68,607 64,291 -4,316 -6.29%
Washington Capital Management Inc. 5,775 5,415 -360 -6.23%
Hall Capital Management Co. Inc. 30,238 28,361 -1,877 -6.21%
MKT Advisors LLC 3,742 3,510 -232 -6.20%
Whittier Trust Co. of Nevada Inc. 6,170 5,790 -380 -6.16%
Stonebrook Private Inc. 2,685 2,520 -165 -6.15%
Spire Wealth Management 9,704 9,107 -597 -6.15%
Dai Ichi Life Insurance Company Ltd 191,474 179,861 -11,613 -6.07%
Asset Management One Co. Ltd. 391,257 367,662 -23,595 -6.03%
Schmidt P J Investment Management Inc. 10,932 10,273 -659 -6.03%
Marks Group Wealth Management Inc 21,476 20,194 -1,282 -5.97%
Sapient Capital LLC 6,904 6,493 -411 -5.95%
Chicago Capital LLC 10,705 10,070 -635 -5.93%
Accurate Wealth Management LLC 4,677 4,400 -277 -5.92%
First Trust Advisors LP 1,876,929 1,766,686 -110,243 -5.87%
Atlas Brown Inc. 12,542 11,807 -735 -5.86%
Commerce Bank 273,242 257,255 -15,987 -5.85%
Thrive Wealth Management LLC 9,213 8,678 -535 -5.81%
Cypress Capital Group 33,769 31,819 -1,950 -5.77%
Avantax Advisory Services Inc. 71,567 67,476 -4,091 -5.72%
Bessemer Group Inc. 1,418,895 1,338,893 -80,002 -5.64%
First Hawaiian Bank 9,155 8,639 -516 -5.64%
JBR Co Financial Management Inc 10,810 10,204 -606 -5.61%
Silverlake Wealth Management LLC 4,839 4,568 -271 -5.60%
Financial Security Advisor Inc. 5,128 4,842 -286 -5.58%
Cullen Frost Bankers Inc. 19,870 18,767 -1,103 -5.55%
Norway Savings Bank 17,817 16,839 -978 -5.49%
Sequoia Financial Advisors LLC 77,622 73,450 -4,172 -5.37%
First Command Advisory Services Inc. 7,949 7,523 -426 -5.36%
Brown Advisory Inc. 53,786 50,903 -2,883 -5.36%
Muirfield Wealth Advisors LLC 3,425 3,245 -180 -5.26%
Alpha Cubed Investments LLC 3,310 3,137 -173 -5.23%
Cary Street Partners Investment Advisory LLC 25,601 24,280 -1,321 -5.16%
Stonegate Investment Group LLC 27,152 25,755 -1,397 -5.15%
Bank of New York Mellon Corp 5,521,944 5,240,349 -281,595 -5.10%
Argent Trust Co 31,699 30,091 -1,608 -5.07%
Kellett Schaffner Wealth Advisors LLC 10,318 9,796 -522 -5.06%
PFG Advisors 4,069 3,863 -206 -5.06%
Capital Asset Advisory Services LLC 4,464 4,238 -226 -5.06%
First Financial Bank Trust Division 6,518 6,189 -329 -5.05%
City Holding Co. 18,862 17,916 -946 -5.02%
Indiana Trust & Investment Management CO 2,155 2,047 -108 -5.01%
Smith Salley & Associates 61,653 58,606 -3,047 -4.94%
WealthShield Partners LLC 18,807 17,884 -923 -4.91%
Venture Visionary Partners LLC 6,364 6,052 -312 -4.90%
WASHINGTON TRUST Co 7,531 7,163 -368 -4.89%
ProVise Management Group LLC 59,968 57,091 -2,877 -4.80%
Proequities Inc. 18,846 17,947 -899 -4.77%
CI Private Wealth LLC 344,152 327,828 -16,324 -4.74%
Lake Street Financial LLC 6,874 6,549 -325 -4.73%
Sound View Wealth Advisors Group LLC 21,787 20,775 -1,012 -4.64%
Proficio Capital Partners LLC 2,471 2,357 -114 -4.61%
GPS Wealth Strategies Group LLC 999 953 -46 -4.60%
Vontobel Holding Ltd. 47,588 45,399 -2,189 -4.60%
Quadcap Wealth Management LLC 46,935 44,816 -2,119 -4.51%
KCM Investment Advisors LLC 7,736 7,391 -345 -4.46%
Hennessy Advisors Inc. 114,587 109,487 -5,100 -4.45%
Truist Financial Corp 889,657 850,053 -39,604 -4.45%
Oakworth Capital Inc. 8,314 7,948 -366 -4.40%
Alpha Omega Wealth Management LLC 15,015 14,356 -659 -4.39%
Guardian Investment Management 5,699 5,449 -250 -4.39%
Raymond James Financial Services Advisors Inc. 780,505 746,294 -34,211 -4.38%
Foundations Investment Advisors LLC 12,141 11,610 -531 -4.37%
Sontag Advisory LLC 27,761 26,547 -1,214 -4.37%
Patten & Patten Inc. TN 70,515 67,431 -3,084 -4.37%
Williams Jones Wealth Management LLC. 11,537 11,037 -500 -4.33%
Summit X LLC 2,511 2,403 -108 -4.30%
Moloney Securities Asset Management LLC 19,342 18,516 -826 -4.27%
Park National Corp OH 17,334 16,593 -741 -4.27%
Trust Co. of Toledo NA OH 29,977 28,706 -1,271 -4.24%
Swiss National Bank 2,409,941 2,308,141 -101,800 -4.22%
Argyle Capital Management Inc. 34,267 32,823 -1,444 -4.21%
Sumitomo Life Insurance Co. 10,871 10,413 -458 -4.21%
OLD National Bancorp IN 16,373 15,684 -689 -4.21%
Hartford Investment Management Co. 51,897 49,732 -2,165 -4.17%
NTV Asset Management LLC 14,367 13,772 -595 -4.14%
LongView Wealth Management 8,619 8,276 -343 -3.98%
Allstate Corp 2,467 2,369 -98 -3.97%
Covestor Ltd 329 316 -13 -3.95%
Advisors Management Group Inc. ADV 28,639 27,533 -1,106 -3.86%
Cravens & Co Advisors LLC 3,312 3,185 -127 -3.83%
Agate Pass Investment Management LLC 6,593 6,343 -250 -3.79%
Clarus Group Inc. 2,451 2,358 -93 -3.79%
CENTRAL TRUST Co 53,265 51,263 -2,002 -3.76%
Aveo Capital Partners LLC 4,169 4,013 -156 -3.74%
Quad Cities Investment Group LLC 4,234 4,077 -157 -3.71%
Stock Yards Bank & Trust Co. 38,381 36,960 -1,421 -3.70%
Heritage Wealth Advisors 4,798 4,622 -176 -3.67%
Park Avenue Securities LLC 50,882 49,017 -1,865 -3.67%
Louisiana State Employees Retirement System 46,600 44,900 -1,700 -3.65%
Gilman Hill Asset Management LLC 2,745 2,645 -100 -3.64%
New York Life Investment Management LLC 109,226 105,261 -3,965 -3.63%
Exchange Bank 3,159 3,045 -114 -3.61%
InTrack Investment Management Inc 9,963 9,603 -360 -3.61%
American Money Management LLC 3,055 2,945 -110 -3.60%
GW&K Investment Management LLC 308 297 -11 -3.57%
Heritage Investors Management Corp 13,200 12,734 -466 -3.53%
Neville Rodie & Shaw Inc. 9,922 9,572 -350 -3.53%
Conning Inc. 4,938 4,768 -170 -3.44%
Northwest Financial Advisors 643 621 -22 -3.42%
Cypress Wealth Services LLC 4,049 3,912 -137 -3.38%
Centre Asset Management LLC 7,718 7,458 -260 -3.37%
Monetary Management Group Inc. 5,933 5,733 -200 -3.37%
Trust Co. of Virginia VA 9,132 8,827 -305 -3.34%
Private Advisor Group LLC 75,530 73,045 -2,485 -3.29%
Wendell David Associates Inc. 5,314 5,139 -175 -3.29%
Good Life Advisors LLC 18,464 17,862 -602 -3.26%
First Dallas Securities Inc. 11,384 11,015 -369 -3.24%
Rehmann Capital Advisory Group 7,615 7,371 -244 -3.20%
Davis Investment Partners LLC 19,386 18,770 -616 -3.18%
Canandaigua National Bank & Trust Co. 22,180 21,475 -705 -3.18%
Exencial Wealth Advisors LLC 12,951 12,540 -411 -3.17%
Bath Savings Trust Co 2,469 2,391 -78 -3.16%
California Public Employees Retirement System 4,660,977 4,514,864 -146,113 -3.13%
Schaper Benz & Wise Investment Counsel Inc. WI 54,599 52,909 -1,690 -3.10%
OneAscent Financial Services LLC 7,150 6,929 -221 -3.09%
Beacon Financial Group 51,878 50,276 -1,602 -3.09%
Moors & Cabot Inc. 51,726 50,147 -1,579 -3.05%
New Mexico Educational Retirement Board 40,060 38,860 -1,200 -3.00%
Northcape Wealth Management LLC 13,699 13,293 -406 -2.96%
Midland Wealth Advisors LLC 5,081 4,931 -150 -2.95%
Live Oak Private Wealth LLC 24,225 23,533 -692 -2.86%
ERTS Wealth Advisors LLC 4,609 4,478 -131 -2.84%
CVA Family Office LLC 5,261 5,113 -148 -2.81%
Hanson & Doremus Investment Management 17,998 17,492 -506 -2.81%
Resources Investment Advisors LLC. 49,906 48,514 -1,392 -2.79%
TIAA Trust National Association 39,755 38,650 -1,105 -2.78%
First National Trust Co 18,584 18,067 -517 -2.78%
The PNC Financial Services Group Inc. 575,691 559,712 -15,979 -2.78%
MEMBERS Trust Co 5,149 5,009 -140 -2.72%
Veriti Management LLC 18,130 17,638 -492 -2.71%
Nordea Investment Management AB 1,044,174 1,016,117 -28,057 -2.69%
Hexagon Capital Partners LLC 8,560 8,332 -228 -2.66%
Whittier Trust Co. 7,884 7,677 -207 -2.63%
CHURCHILL MANAGEMENT Corp 57,303 55,800 -1,503 -2.62%
Grandfield & Dodd LLC 2,551 2,485 -66 -2.59%
Wilbanks Smith & Thomas Asset Management LLC 36,666 35,716 -950 -2.59%
US Bancorp DE 419,812 408,935 -10,877 -2.59%
New York State Teachers Retirement System 758,872 739,435 -19,437 -2.56%
Ameliora Wealth Management Ltd. 831 810 -21 -2.53%
United Asset Strategies Inc. 2,408 2,347 -61 -2.53%
Gables Capital Management Inc. 12,962 12,637 -325 -2.51%
BLB&B Advisors LLC 23,846 23,251 -595 -2.50%
Calamos Advisors LLC 192,329 187,609 -4,720 -2.45%
Cedar Brook Financial Partners LLC 3,169 3,094 -75 -2.37%
Keudell Morrison Wealth Management 9,198 8,981 -217 -2.36%
Yousif Capital Management LLC 124,975 122,067 -2,908 -2.33%
Atwood & Palmer Inc. 1,380 1,348 -32 -2.32%
Wealthquest Corp 6,234 6,091 -143 -2.29%
LifePlan Financial LLC 5,629 5,502 -127 -2.26%
Successful Portfolios LLC 21,172 20,694 -478 -2.26%
First PREMIER Bank 65,566 64,082 -1,484 -2.26%
Independence Bank of Kentucky 6,114 5,977 -137 -2.24%
First National Bank of Omaha 35,049 34,263 -786 -2.24%
Ables Iannone Moore & Associates Inc. 7,437 7,271 -166 -2.23%
Capital Investment Advisors LLC 60,320 58,982 -1,338 -2.22%
Maple Brown Abbott Ltd 994,660 973,160 -21,500 -2.16%
Flagship Harbor Advisors LLC 4,099 4,011 -88 -2.15%
Strategy Asset Managers LLC 26,214 25,652 -562 -2.14%
Ingalls & Snyder LLC 14,914 14,599 -315 -2.11%
Buckingham Capital Management Inc. 2,934 2,873 -61 -2.08%
Segment Wealth Management LLC 8,331 8,160 -171 -2.05%
Orion Portfolio Solutions LLC 161,360 158,097 -3,263 -2.02%
BlackRock Inc. 58,023,990 56,852,101 -1,171,889 -2.02%
Banco Bilbao Vizcaya Argentaria S.A. 26,258 25,728 -530 -2.02%
Mutual of America Capital Management LLC 103,121 101,085 -2,036 -1.97%
Greenfield Savings Bank 12,537 12,293 -244 -1.95%
Blair William & Co. IL 91,818 90,025 -1,793 -1.95%
Citizens Business Bank 26,371 25,872 -499 -1.89%
Reuter James Wealth Management LLC 13,343 13,093 -250 -1.87%
GSB Wealth Management LLC 5,969 5,858 -111 -1.86%
Confluence Wealth Services Inc. 10,626 10,434 -192 -1.81%
Grandview Asset Management LLC 13,596 13,354 -242 -1.78%
Geneos Wealth Management Inc. 61,075 59,999 -1,076 -1.76%
Parsons Capital Management Inc. RI 5,688 5,588 -100 -1.76%
Alliance Wealth Advisors LLC 3,952 3,883 -69 -1.75%
Eliot Finkel Investment Counsel LLC 51,359 50,459 -900 -1.75%
Counterweight Ventures LLC 9,816 9,649 -167 -1.70%
Ausdal Financial Partners Inc. 5,999 5,899 -100 -1.67%
Manchester Capital Management LLC 6,414 6,307 -107 -1.67%
Commonwealth Equity Services LLC 558,229 548,940 -9,289 -1.66%
Huntington National Bank 195,343 192,120 -3,223 -1.65%
Nepsis Inc. 16,915 16,639 -276 -1.63%
ProShare Advisors LLC 103,538 101,889 -1,649 -1.59%
New York State Common Retirement Fund 923,962 909,272 -14,690 -1.59%
Eagle Asset Management Inc. 106,820 105,187 -1,633 -1.53%
Parallel Advisors LLC 6,859 6,759 -100 -1.46%
Steigerwald Gordon & Koch Inc. 4,546 4,480 -66 -1.45%
Saxony Capital Management LLC 4,819 4,749 -70 -1.45%
BKD Wealth Advisors LLC 21,984 21,665 -319 -1.45%
Beacon Investment Advisory Services Inc. 44,698 44,056 -642 -1.44%
Salem Investment Counselors Inc. 40,621 40,038 -583 -1.44%
HighTower Advisors LLC 529,521 522,058 -7,463 -1.41%
ZWJ Investment Counsel Inc. 14,243 14,043 -200 -1.40%
Adviser Investments LLC 7,618 7,513 -105 -1.38%
GLOBALT Investments LLC GA 65,443 64,582 -861 -1.32%
Hengehold Capital Management LLC 5,720 5,645 -75 -1.31%
Doliver Advisors LP 6,075 5,997 -78 -1.28%
Patten Group Inc. 12,652 12,492 -160 -1.26%
Highland Capital Management LLC 45,933 45,353 -580 -1.26%
Great Valley Advisor Group Inc. 10,241 10,114 -127 -1.24%
Beirne Wealth Consulting Services LLC 2,553 2,522 -31 -1.21%
Hendershot Investments Inc. 5,046 4,986 -60 -1.19%
Busey Wealth Management 5,664 5,599 -65 -1.15%
Sumitomo Mitsui Trust Holdings Inc. 1,960,522 1,938,431 -22,091 -1.13%
North Star Investment Management Corp. 3,097 3,062 -35 -1.13%
Howard Wealth Management LLC 2,259 2,234 -25 -1.11%
Nvwm LLC 12,175 12,041 -134 -1.10%
Chemung Canal Trust Co. 14,483 14,329 -154 -1.06%
Barrett & Company Inc. 1,712 1,694 -18 -1.05%
Greenwood Capital Associates LLC 30,036 29,726 -310 -1.03%
Kraematon Investment Advisors Inc. 2,721 2,694 -27 -0.99%
CWA Asset Management Group LLC 150,155 148,675 -1,480 -0.99%
Schnieders Capital Management LLC 30,236 29,936 -300 -0.99%
Sawyer & Company Inc 11,806 11,692 -114 -0.97%
Cornell Pochily Investment Advisors Inc. 17,752 17,583 -169 -0.95%
Parcion Private Wealth LLC 14,298 14,168 -130 -0.91%
Bowen Hanes & Co. Inc. 5,593 5,543 -50 -0.89%
Investment Advisory Services Inc. TX ADV 6,079 6,025 -54 -0.89%
Brandywine Global Investment Management LLC 383,548 380,245 -3,303 -0.86%
Randolph Co Inc 18,299 18,144 -155 -0.85%
Murphy Middleton Hinkle & Parker Inc. 24,613 24,407 -206 -0.84%
Clifford Swan Investment Counsel LLC 5,940 5,890 -50 -0.84%
Bull Street Advisors LLC 15,388 15,263 -125 -0.81%
LexAurum Advisors LLC 2,251 2,233 -18 -0.80%
Johnson Investment Counsel Inc. 43,895 43,543 -352 -0.80%
Chevy Chase Trust Holdings Inc. 433,820 430,412 -3,408 -0.79%
Capital Investment Counsel Inc 12,614 12,514 -100 -0.79%
Aull & Monroe Investment Management Corp 44,904 44,552 -352 -0.78%
Fidelity D & D Bancorp Inc. 5,206 5,166 -40 -0.77%
Bleakley Financial Group LLC 21,872 21,707 -165 -0.75%
Rockland Trust Co. 3,218 3,194 -24 -0.75%
Stack Financial Management Inc 199,548 198,174 -1,374 -0.69%
Visionary Horizons LLC 8,591 8,533 -58 -0.68%
Windward Capital Management Co. CA 70,502 70,025 -477 -0.68%
Franklin Street Advisors Inc. NC 21,314 21,169 -145 -0.68%
Accel Wealth Management 3,718 3,693 -25 -0.67%
1ST Source Bank 10,692 10,620 -72 -0.67%
Fiduciary Group LLC 8,129 8,075 -54 -0.66%
Crossmark Global Holdings Inc. 45,968 45,675 -293 -0.64%
Verus Capital Partners LLC 2,716 2,700 -16 -0.59%
Wills Financial Group Inc. 6,315 6,278 -37 -0.59%
SPC Financial Inc. 8,324 8,277 -47 -0.56%
Jamison Private Wealth Management Inc. 47,525 47,266 -259 -0.54%
Raymond James Trust N.A. 87,860 87,414 -446 -0.51%
Wetzel Investment Advisors Inc. 1,589 1,581 -8 -0.50%
Camden National Bank 64,618 64,298 -320 -0.50%
M&T Bank Corp 314,554 312,967 -1,587 -0.50%
Cigna Investments Inc. New 8,139 8,099 -40 -0.49%
Alley Investment Management Company LLC 55,457 55,189 -268 -0.48%
Family Legacy Inc. 49,860 49,638 -222 -0.45%
Keel Point LLC 2,239 2,229 -10 -0.45%
Rowland & Co. Investment Counsel ADV 26,476 26,358 -118 -0.45%
Mitchell Mcleod Pugh & Williams Inc. 16,838 16,772 -66 -0.39%
Adirondack Trust Co. 4,712 4,695 -17 -0.36%
Center for Financial Planning Inc. 1,413 1,408 -5 -0.35%
Mcintyre Freedman & Flynn Investment Advisers Inc. 25,727 25,637 -90 -0.35%
Wolff Wiese Magana LLC 16,746 16,691 -55 -0.33%
Fairhaven Wealth Management LLC 28,285 28,193 -92 -0.33%
Great West Life Assurance Co. Can 389,957 388,686 -1,271 -0.33%
Arlington Trust Co LLC 5,349 5,332 -17 -0.32%
Powers Advisory Group LLC 6,592 6,571 -21 -0.32%
FSC Wealth Advisors LLC 323 322 -1 -0.31%
Fulton Bank N.A. 45,351 45,218 -133 -0.29%
Jmac Enterprises LLC 3,524 3,514 -10 -0.28%
FSB Premier Wealth Management Inc. 2,823 2,815 -8 -0.28%
Summit Financial Group Inc. 9,082 9,057 -25 -0.28%
McMahon Financial Advisors LLC 18,424 18,374 -50 -0.27%
Hyman Charles D 172,804 172,335 -469 -0.27%
Kapstone Financial Advisors LLC 6,453 6,437 -16 -0.25%
Montag A & Associates Inc. 30,367 30,292 -75 -0.25%
American International Group Inc. 195,762 195,280 -482 -0.25%
Pathstone Holdings LLC 76,801 76,617 -184 -0.24%
Hayek Kallen Investment Management 9,696 9,674 -22 -0.23%
First National Bank & Trust Co. of Newtown 8,571 8,551 -20 -0.23%
Romano Brothers AND Company 84,196 84,003 -193 -0.23%
Cozad Asset Management Inc. 3,317 3,310 -7 -0.21%
Home Federal Bank of Tennessee 28,462 28,409 -53 -0.19%
Latitude Advisors LLC 3,994 3,987 -7 -0.18%
Heritage Trust Co 12,528 12,506 -22 -0.18%
Chicago Partners Investment Group LLC 45,975 45,892 -83 -0.18%
TRUE Private Wealth Advisors 3,617 3,611 -6 -0.17%
McKinley Carter Wealth Services Inc. 4,676 4,668 -8 -0.17%
Trust Investment Advisors 12,940 12,924 -16 -0.12%
Welch Group LLC 11,180 11,167 -13 -0.12%
Renasant Bank 3,789 3,785 -4 -0.11%
Holderness Investments Co. 41,209 41,165 -44 -0.11%
Douglas Lane & Associates LLC 4,335 4,331 -4 -0.09%
Lockerman Financial Group Inc. 2,428 2,426 -2 -0.08%
Carret Asset Management LLC 6,243 6,238 -5 -0.08%
Tocqueville Asset Management L.P. 162,030 161,911 -119 -0.07%
Waldron Private Wealth LLC 3,173 3,172 -1 -0.03%
RB Capital Management LLC 5,591 5,590 -1 -0.02%
Farmers Trust Co. 73,218 73,206 -12 -0.02%
Donaldson Capital Management LLC 14,524 14,523 -1 -0.01%
13F Filers Exiting DUK
Long Island Wealth Management Inc. 85 0 -85 -100.00%
Priebe Wealth Holdings LLC 2,139 0 -2,139 -100.00%
Turtle Creek Wealth Advisors LLC 1,237 0 -1,237 -100.00%
GUNN & Co INVESTMENT MANAGEMENT INC. 5,150 0 -5,150 -100.00%
Armstrong Fleming & Moore Inc 2,417 0 -2,417 -100.00%
Kure Advisory LLC 4,803 0 -4,803 -100.00%
Oak Hill Wealth Advisors LLC 3,478 0 -3,478 -100.00%
McGlone Suttner Wealth Management Inc. 793 0 -793 -100.00%
Fiduciary Alliance LLC 2,419 0 -2,419 -100.00%
Altrius Capital Management Inc 2,138 0 -2,138 -100.00%
Cercano Management LLC 1,919 0 -1,919 -100.00%
Worth Asset Management LLC 2,194 0 -2,194 -100.00%
Forum Financial Management LP 2,216 0 -2,216 -100.00%
Ulland Investment Advisors LLC 172 0 -172 -100.00%
Cook Wealth Management Group LLC 2,515 0 -2,515 -100.00%
Congress Wealth Management LLC DE 2,685 0 -2,685 -100.00%
AJOVista LLC 694 0 -694 -100.00%
Activest Wealth Management 200 0 -200 -100.00%
Delos Wealth Advisors LLC 7 0 -7 -100.00%
WealthTrust Asset Management LLC 2,821 0 -2,821 -100.00%
Fermata Advisors LLC 2,162 0 -2,162 -100.00%
Valley Brook Capital Group 2,204 0 -2,204 -100.00%
Lebenthal Global Advisors LLC 3,473 0 -3,473 -100.00%
Greystone Financial Group LLC 65,487 0 -65,487 -100.00%
Team Financial Group LLC 28 0 -28 -100.00%
McClarren Financial Advisors Inc. 87 0 -87 -100.00%
Wealth Advisory Solutions LLC 17,664 0 -17,664 -100.00%
Berkshire Bank 2,516 0 -2,516 -100.00%
Jump Financial LLC 37,000 0 -37,000 -100.00%
Planned Solutions Inc. 1,340 0 -1,340 -100.00%
Cordant Inc. 77 0 -77 -100.00%
Tennessee Valley Asset Management Partners 251 0 -251 -100.00%
Advisor Resource Council 2,534 0 -2,534 -100.00%
Regent Peak Wealth Advisors LLC 2,194 0 -2,194 -100.00%
Steel Peak Wealth Management LLC 37,497 0 -37,497 -100.00%
Great Lakes Retirement Inc. 9,108 0 -9,108 -100.00%
AXS Investments LLC 70 0 -70 -100.00%
Michael B. Yongue 2,355 0 -2,355 -100.00%
Blueprint Investment Partners LLC 2,370 0 -2,370 -100.00%
Y Intercept Hong Kong Ltd 14,630 0 -14,630 -100.00%
Wilkinson Global Asset Management LLC 9,000 0 -9,000 -100.00%
O Dell Group LLC 283 0 -283 -100.00%
Tower View Investment Management & Research LLC 37 0 -37 -100.00%
AAFCPAs Wealth Management LLC 2,225 0 -2,225 -100.00%
Security National Bank 1,116 0 -1,116 -100.00%
Mountain Capital Investment Advisors Inc 7,473 0 -7,473 -100.00%
Summit Global Investments 10,588 0 -10,588 -100.00%
Meridian Wealth Management LLC 13,370 0 -13,370 -100.00%
Charter Research & Investment Group Inc. 2,225 0 -2,225 -100.00%
Sciencast Management LP 4,405 0 -4,405 -100.00%
Glassman Wealth Services 1,537 0 -1,537 -100.00%
Blue Chip Partners Inc. 1,096 0 -1,096 -100.00%
Teamwork Financial Advisors LLC 3,208 0 -3,208 -100.00%
Hamilton Point Investment Advisors LLC 4,978 0 -4,978 -100.00%
Focused Wealth Management Inc 499 0 -499 -100.00%
Headlands Technologies LLC 161 0 -161 -100.00%
Annex Advisory Services LLC 2,414 0 -2,414 -100.00%
Healthcare of Ontario Pension Plan Trust Fund 2,935 0 -2,935 -100.00%
Andra AP fonden 4,800 0 -4,800 -100.00%
Edgestream Partners L.P. 3,216 0 -3,216 -100.00%
Cutler Group LP 125 0 -125 -100.00%
Sfmg LLC 2,069 0 -2,069 -100.00%
Truepoint Inc. 2,982 0 -2,982 -100.00%
Montecito Bank & Trust 3,094 0 -3,094 -100.00%
Hunter Associates Investment Management LLC 3,733 0 -3,733 -100.00%
Coastline Trust Co 2,125 0 -2,125 -100.00%
Wolverine Asset Management LLC 8,506 0 -8,506 -100.00%
Platinum Investment Management Ltd. 909 0 -909 -100.00%
Thoroughbred Financial Services LLC 5,610 0 -5,610 -100.00%
Bourgeon Capital Management LLC 93 0 -93 -100.00%
Appleton Partners Inc. MA 2,335 0 -2,335 -100.00%
ING Groep NV 224,609 0 -224,609 -100.00%
Kayne Anderson Capital Advisors LP 1,882 0 -1,882 -100.00%
Bender Robert & Associates 2,080 0 -2,080 -100.00%
Calton & Associates Inc. 2,501 0 -2,501 -100.00%
Sentry Investment Management LLC 4,040 0 -4,040 -100.00%
Jennison Associates LLC 3,965 0 -3,965 -100.00%

See Summary: Institutional Holders of DUK
See Details: Top 10 Hedge Funds Holding DUK
Also See: DUK Insider Buying

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