DUK DUKE ENERGY CORP NEW

COM (common), issuer CIK 1326160

2,429 managers (2,483 13F filers) reported a position in DUK shares at 2026-03-31, 540,962,781 shares in all. 197 filers opened a position and 108 filers sold out during the quarter.

Managers: 2,429
13F filers: 2,483
New: 197
Added: 1,094
Reduced: 828
Sold out: 108
Shares held by filers: 540,962,781

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
Geneos Wealth Management Inc.	52,884	$6.92M	0.16%	+2,223	13F-HR Timeline
ProVise Management Group, LLC	52,740	$6.91M	0.5%	+74	13F-HR Timeline
Moors & Cabot, Inc.	52,610	$6.89M	0.29%	+3,147	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	52,408	$6.86M	0.08%	-2,333	13F-HR Timeline
CAPITAL & PLANNING, LLC	52,141	$6.83M	4.14%	new	13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	51,841	$6.79M	0.52%	+2,435	13F-HR Timeline
Empowered Funds, LLC	51,520	$6.75M	0.04%	+8,583	13F-HR/A Timeline
CHOREO, LLC	51,512	$6.75M	0.08%	+1,063	13F-HR Timeline
PRUDENTIAL PLCin group PRUDENTIAL PLC	51,477	$6.74M	0.04%	0	13F-HR Timeline Group
TD PRIVATE CLIENT WEALTH LLC	51,235	$6.71M	0.14%	-354	13F-HR Timeline
Kentucky Retirement Systemsgroup of 2 filers holding	78,762	$6.7M		+9,443	Timeline Kentucky Retirement Systems: 58,288 (0.29%) 13F-HR Kentucky Retirement Systems Insur…: 20,474 (0.18%) 13F-HR
Constitution Capital LLC	50,713	$6.64M	3.32%	+13,275	13F-HR Timeline
Edgestream Partners, L.P.	50,316	$6.59M	0.22%	-24,596	13F-HR Timeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…	50,270	$6.58M	0.23%	+14,725	13F-HR Timeline
NISA INVESTMENT ADVISORS, LLC	50,175	$6.57M	0.02%	+5,914	13F-HR Timeline
Family Legacy, Inc.	50,079	$6.56M	1.97%	-30	13F-HR Timeline
BENEDICT FINANCIAL ADVISORS INC	49,577	$6.49M	1.35%	+309	13F-HR Timeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A	49,513	$6.48M	0.02%	-105,271	13F-HR Timeline Group
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	49,193	$6.44M	0.35%	new	13F-HR Timeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…	49,072	$6.43M	0.9%	-3,128	13F-HR Timeline Group
Advisors Asset Management, Inc.	49,008	$6.42M	0.11%	+2,234	13F-HR Timeline
Providence Capital Advisors, LLC	48,923	$6.41M	1.05%	+315	13F-HR Timeline
NewSquare Capital LLC	48,905	$6.4M	0.56%	-142	13F-HR Timeline
Pacer Advisors, Inc.	48,598	$6.36M	0.02%	-22,125	13F-HR/A Timeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	48,582	$6.36M	1.01%	+6,295	13F-HR Timeline
PHILADELPHIA TRUST CO	48,523	$6.35M	0.45%	+1,792	13F-HR Timeline
Sone Capital Management, LLC	48,438	$6.34M	0.53%	+17,309	13F-HR Timeline
Sciencast Management LP	48,421	$6.34M	0.81%	-1,603	13F-HR Timeline
Quadcap Wealth Management, LLC	48,323	$6.33M	0.72%	-165	13F-HR Timeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…	48,292	$6.32M	3.29%		13F-HR Timeline
Eliot Finkel Investment Counsel, LLC	47,609	$6.23M	3.39%	-30	13F-HR Timeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…	47,597	$6.23M	0.36%	-27	13F-HR Timeline
Richard C. Young & CO., LTD.	47,405	$6.21M	0.51%	+1,366	13F-HR Timeline
Capital Investment Counsel, LLC	47,089	$6.17M	0.84%	new	13F-HR Timeline
MIZUHO SECURITIES USA LLCin group MIZUHO FINANCIAL GROUP INC	47,013	$6.16M	0.15%	-9,611	13F-HR Timeline Group
Crossmark Global Holdings, Inc.	46,858	$6.14M	0.09%	-2,219	13F-HR Timeline
Chicago Partners Investment Group LLC	48,749	$6.11M	0.14%	+2,287	13F-HR Timeline
Clearstead Advisors, LLC	46,616	$6.1M	0.06%	+1,207	13F-HR Timeline
Regal Investment Advisors LLC	46,557	$6.1M	0.35%	+1,150	13F-HR Timeline
CENTRAL TRUST Co	46,284	$6.06M	0.12%	+743	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	46,035	$6.03M	0.09%	+390	13F-HR Timeline Group
STRATEGIC PLANNING GROUP, LLC	45,807	$6M	0.84%	-15,871	13F-HR Timeline
SVB WEALTH LLC	45,796	$6M	0.4%	+19,468	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	45,712	$5.99M	1.4%	+305	13F-HR/A Timeline
Rice Partnership, LLC	45,386	$5.94M	0.81%	+3,913	13F-HR Timeline
SevenBridge Financial Group, LLC	47,049	$5.89M	0.92%	+1,656	13F-HR Timeline
Virtu Financial LLCin group Virtu Financial LLC	44,832	$5.87M	0.24%	+40,316	13F-HR Timeline Group
Stablepoint Partners, LLC	44,826	$5.87M	0.87%	+3,751	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	44,704	$5.85M	0.18%	-1,195	13F-HR Timeline
STRATEGY ASSET MANAGERS LLC	44,623	$5.84M	0.96%	+44	13F-HR Timeline
Fideuram Asset Management (Ireland) dac	48,798	$5.82M	0.74%	+37,969	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	44,375	$5.81M	0.27%	-1,185	13F-HR Timeline Group
HARTFORD INVESTMENT MANAGEMENT CO	44,298	$5.8M	0.18%	-686	13F-HR Timeline
Sky Investment Group LLC	44,263	$5.8M	0.99%	+150	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	43,788	$5.73M	0.55%	+42,008	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	43,761	$5.73M		+3,383	Timeline CARY STREET PARTNERS FINANCIAL LLC: 40,452 (0.13%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: 3,309 (0.11%) 13F-HR
Vest Financial, LLC	43,614	$5.71M	0.07%	+4,543	13F-HR Timeline
True Freedom Investing, LLC	43,603	$5.71M	0.44%	new	13F-HR Timeline
Jackson Hole Capital Partners, LLC	43,527	$5.7M	0.94%	-39	13F-HR Timeline
one8zero8, LLC	43,441	$5.69M	1.27%	+16	13F-HR Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.	46,958	$5.66M	0.04%	+7,387	13F-HR Timeline Group
Occidental Asset Management, LLC	43,166	$5.65M	0.67%	+1,556	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	42,879	$5.61M	0.36%	-7,409	13F-HR Timeline
Global Wealth Management Investment Adv…	42,820	$5.61M	0.88%	+1,198	13F-HR Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	42,628	$5.58M	0.18%	+1,102	13F-HR Timeline Group
Covington Investment Advisors Inc.	42,340	$5.54M	0.81%	-3,940	13F-HR Timeline
Tufton Capital Management	42,285	$5.54M	1.01%	-357	13F-HR Timeline
IFP Advisors, Inc	42,158	$5.52M	0.11%	-2,778	13F-HR Timeline
World Investment Advisors	42,018	$5.5M	0.09%	-662	13F-HR Timeline
Iowa State Bank	41,858	$5.48M	1.01%	+1,530	13F-HR Timeline
HIGHLAND CAPITAL MANAGEMENT, LLC	41,757	$5.47M	0.29%	-123	13F-HR Timeline
NIXON PEABODY TRUST CO	41,665	$5.46M	0.43%	+878	13F-HR Timeline
River Road Asset Management, LLC	41,568	$5.44M	0.06%	-4,053	13F-HR Timeline
Principle Wealth Partners LLC	41,455	$5.43M	0.31%	-159	13F-HR Timeline
WASATCH ADVISORS LP	41,375	$5.42M	0.04%	0	13F-HR Timeline
MAI Capital Management	40,976	$5.37M	0.03%	-64	13F-HR Timeline
AE Wealth Management LLC	40,966	$5.36M	0.03%	-9,160	13F-HR Timeline
PHYSICIANS FINANCIAL SERVICES, INC.	40,736	$5.33M	1.46%	+5,689	13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	40,337	$5.28M	2.41%	-1,262	13F-HR Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise	40,308	$5.28M	0.2%	+2,123	13F-HR Timeline Group
Hennion & Walsh Asset Management, Inc.	40,276	$5.27M	0.18%	+3,833	13F-HR Timeline
Aull & Monroe Investment Management Corp	40,059	$5.25M	2.44%	+500	13F-HR Timeline
HOLDERNESS INVESTMENTS CO	39,960	$5.23M	1.05%	+455	13F-HR Timeline
KKM Financial LLC	44,627	$5.23M	0.93%	0	13F-HR Timeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.	39,889	$5.22M	2.8%	+359	13F-HR Timeline
OneDigital Investment Advisors LLC	39,768	$5.21M	0.05%	-4,866	13F-HR Timeline
EVENTIDE ASSET MANAGEMENT, LLC	39,512	$5.2M	0.09%	-7,320	13F-HR Timeline
Pegasus Asset Management, Inc.	39,693	$5.2M	1.66%	+858	13F-HR/A Timeline
Sigma Planning Corp	39,660	$5.19M	0.14%	+1,560	13F-HR Timeline
Louisiana State Employees Retirement Sy…	39,600	$5.19M	0.09%	-100	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	39,563	$5.18M	0.1%	+124	13F-HR Timeline Group
JOHNSON INVESTMENT COUNSEL INC	39,538	$5.18M	0.04%	-6,418	13F-HR Timeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …	39,535	$5.18M	0.01%	-5,740	13F-HR Timeline Group
MGO ONE SEVEN LLC	39,446	$5.17M	0.1%	+998	13F-HR Timeline
Maryland State Retirement & Pension Sys…	39,403	$5.16M	0.1%	+793	13F-HR Timeline
FAS Wealth Partners, Inc.	39,278	$5.14M	0.32%	+1,322	13F-HR Timeline
Seven Springs Wealth Group, LLC	39,200	$5.13M	1.19%	+1,926	13F-HR Timeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.	38,954	$5.1M	0.18%	+150	13F-HR Timeline Group
Turtle Creek Wealth Advisors, LLC	38,790	$5.08M	0.38%	+134	13F-HR Timeline
Royal Fund Management, LLC	38,684	$5.07M	0.49%	+5,380	13F-HR Timeline
RNC CAPITAL MANAGEMENT LLC	38,554	$5.05M	0.22%	+7,658	13F-HR Timeline
MONECO ADVISORS, LLC	38,418	$5.03M	0.39%	-102	13F-HR Timeline
Vise Technologies, Inc.	42,863	$5.02M	0.1%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	38,176	$5M	0.02%	+6,091	13F-HR Timeline
Blue Sparrow, LLC /DE	37,992	$4.97M	0.09%	new	13F-HR Timeline
MORTON COMMUNITY BANK	37,882	$4.96M	1.08%	+104	13F-HR Timeline
Vertrix Wealth Management, LLC	37,444	$4.9M	1.81%		13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	37,426	$4.9M	0.06%	-3,031	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	37,272	$4.88M	1.76%	+3,081	13F-HR Timeline
Sargent Investment Group, LLC	37,011	$4.85M	0.64%	+3,332	13F-HR Timeline
Bragg Financial Advisors, Inc	36,760	$4.81M	0.15%	-248	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	36,646	$4.8M	0.25%	+2,237	13F-HR Timeline
ABN AMRO INVESTMENT SOLUTIONSgroup of 2 filers holding	36,469	$4.78M		+4,463	Timeline ABN AMRO INVESTMENT SOLUTIONS: 36,469 (0.06%) 13F-HR ABN AMRO Bank N.V.: 5,680 (0.01%) , in ABN AMRO INVESTMENT SOLUTIONS's report, not added 13F-HR
First Bank & Trust	36,237	$4.74M	0.76%	-745	13F-HR Timeline
Pure Financial Advisors, LLC	36,208	$4.74M	0.07%	+2,294	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	36,158	$4.73M	0.19%	+367	13F-HR Timeline
Simmons Bankin group Simmons Bank	36,141	$4.73M	0.32%	+2,512	13F-HR Timeline Group
Qube Research & Technologies Ltd	36,071	$4.72M	0.01%	-100,713	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	36,045	$4.72M	0.45%	-76	13F-HR Timeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	35,960	$4.71M	0.14%	0	13F-HR Timeline
BEACON FINANCIAL GROUP	35,880	$4.7M	0.47%	-1,779	13F-HR Timeline
AlphaStar Capital Management, LLC	35,811	$4.69M	0.35%	-8,844	13F-HR Timeline
LGT Fund Management Co Ltd.	35,775	$4.68M	0.2%	-3,975	13F-HR Timeline
Orange Investment Advisors, Inc.	35,603	$4.66M	0.6%	-5,499	13F-HR/A Timeline
SAGESPRING WEALTH PARTNERS, LLC	35,594	$4.66M	0.08%	+845	13F-HR Timeline
Trilogy Capital Inc.	35,297	$4.62M	0.21%	+683	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	35,070	$4.59M	0.01%	-12,808	13F-HR Timeline Group
CUSHING ASSET MANAGEMENT, LP dba NXG IN…	35,000	$4.58M	0.23%	new	13F-HR Timeline
GWN SECURITIES INC.	34,970	$4.58M	0.88%	-1,343	13F-HR Timeline
Norinchukin Bank, Thein group Norinchukin Bank, The	34,858	$4.56M	0.05%	-62	13F-HR Timeline Group
MARCO INVESTMENT MANAGEMENT LLC	34,815	$4.56M	0.34%	-64	13F-HR Timeline
Farmers National Bank	34,789	$4.56M	1%	+790	13F-HR Timeline
FourThought Financial Partners, LLC	34,695	$4.54M	0.39%	+1,226	13F-HR Timeline
PLIMOTH TRUST CO LLC	34,567	$4.53M	1.01%	+350	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	34,522	$4.52M	0.21%	+388	13F-HR Timeline
Blue Trust, Inc.	34,265	$4.49M	0.05%	-2,260	13F-HR Timeline
Farringdon Capital, Ltd.	34,223	$4.48M	0.98%	+27,425	13F-HR Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP	34,080	$4.46M	0.03%	-1,339	13F-HR Timeline Group
Cypress Capital Groupin group Cypress Capital Group	33,899	$4.44M	0.5%	+1,997	13F-HR Timeline Group
Davidson Capital Management Inc.	33,789	$4.42M	0.8%	+33,710	13F-HR Timeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…	33,760	$4.42M	0.71%	+325	13F-HR Timeline
PANAGORA ASSET MANAGEMENT INC	33,574	$4.4M	0.02%	0	13F-HR Timeline
Caldwell Trust Co	33,420	$4.38M	0.39%	+76	13F-HR Timeline
Snowden Capital Advisors LLC	33,402	$4.37M	0.12%	+4,431	13F-HR Timeline
Asset One Wealth Management LLC	34,683	$4.36M	0.48%	+2,500	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	33,047	$4.33M	0.13%	+705	13F-HR Timeline
Texas Yale Capital Corp.	32,936	$4.31M	0.12%	+500	13F-HR Timeline
Bahl & Gaynor LLC	32,774	$4.29M	0.02%	+676	13F-HR Timeline
American Assets Investment Management, …in group American Assets Investment Ma…	32,666	$4.28M	0.29%	0	13F-HR Timeline Group
Sowell Financial Services LLC	32,599	$4.27M	0.16%	-955	13F-HR Timeline
Integrated Wealth Concepts LLC	32,457	$4.25M	0.03%	+19,233	13F-HR Timeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …	32,360	$4.24M	<0.01%	+3,695	13F-HR Timeline Group
HAMEL ASSOCIATES, INC.	32,085	$4.2M	1.2%	+5,446	13F-HR Timeline
AXXCESS WEALTH MANAGEMENT, LLC	31,913	$4.18M	0.13%	-3,669	13F-HR Timeline
NORTHCAPE WEALTH MANAGEMENT, LLC	31,881	$4.17M	1.14%	+15,761	13F-HR Timeline
Summit Trail Advisors, LLC	31,877	$4.17M	0.06%	+8,027	13F-HR Timeline
Fiduciary Alliance LLC	32,311	$4.14M	0.25%	+3,421	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	31,386	$4.11M	0.12%	+138	13F-HR/A Timeline
Andra AP-fonden	31,300	$4.1M	0.05%	new	13F-HR Timeline
Te Ahumairangi Investment Management Ltd	31,209	$4.09M	0.68%	+2,550	13F-HR Timeline
Glenview Trust Co	31,016	$4.06M	0.06%	+1,178	13F-HR Timeline
KCM Capital Incin group KCM Capital Inc	31,000	$4.06M	0.76%	new	13F-HR Timeline Group
PFG Investments, LLC	30,859	$4.04M	0.19%	+538	13F-HR Timeline
Carson Advisory Inc.	30,791	$4.03M	2.09%	-134	13F-HR Timeline
LYNCH & ASSOCIATES/IN	30,766	$4.03M	0.76%	+34	13F-HR Timeline
CULLINAN ASSOCIATES INC	30,688	$4.02M	0.32%	+1,040	13F-HR Timeline
Argyle Capital Management, LLC	30,684	$4.02M	1.31%	-350	13F-HR Timeline
Townsend & Associates, Inc	32,072	$4.02M	0.35%	+33	13F-HR Timeline
Empire Financial Management Company, LLC	30,653	$4.01M	0.91%	+1,028	13F-HR Timeline
Foundations Investment Advisors, LLC	30,571	$4M	0.05%	+4,872	13F-HR Timeline
Old North State Trust, LLC	30,541	$4M	2.37%	-193	13F-HR Timeline
PRAXIS INVESTMENT MANAGEMENT INC	30,409	$3.98M	0.24%	-41	13F-HR Timeline
TrinityBridge Ltd	30,346	$3.97M	0.11%	-368	13F-HR Timeline
Empirical Finance, LLC	30,253	$3.96M	0.19%	-34	13F-HR/A Timeline
Cohen Capital Management, Inc.	30,133	$3.95M	0.61%	0	13F-HR Timeline
Coastal Bridge Advisors, LLC	30,055	$3.94M	0.28%	-193	13F-HR Timeline
Bleakley Financial Group, LLC	30,030	$3.93M	0.06%	+429	13F-HR Timeline
BANQUE PICTET & CIE SA	30,000	$3.93M	0.05%	0	13F-HR Timeline
Asio Capital, LLC	29,935	$3.92M	0.55%	+572	13F-HR Timeline
AMG National Trust Bank	29,846	$3.91M	0.08%	+7,883	13F-HR Timeline
Slocum, Gordon & Co LLP	29,825	$3.91M	2.66%	-290	13F-HR Timeline
MONTAG A & ASSOCIATES INC	29,779	$3.9M	0.18%	+2,276	13F-HR Timeline
PINNACLE ASSOCIATES LTD	29,736	$3.89M	0.05%	-1,000	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	29,656	$3.88M	0.02%	+6,901	13F-HR Timeline Group
Old North State Wealth Management, LLC	29,624	$3.88M	1.8%	+924	13F-HR Timeline
Fox Hill Wealth Management	29,563	$3.87M	1.86%	+461	13F-HR Timeline
Spectrum Asset Management, Inc. (NB/CA)	29,518	$3.87M	1.23%	+2	13F-HR Timeline
NorthCoast Asset Management LLC	29,494	$3.86M	0.09%	-2,863	13F-HR Timeline
CGN Advisors LLC	29,217	$3.83M	0.3%	+759	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	29,087	$3.81M	0.09%	+3,688	13F-HR Timeline
M Holdings Securities, Inc.	29,637	$3.81M	0.26%	-372	13F-HR Timeline
Triangle Securities Wealth Management	28,987	$3.8M	0.86%	-144	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
EP Wealth Advisors, LLC	28,787	$3.77M	0.02%	-3,582	13F-HR Timeline
LOS ANGELES CAPITAL MANAGEMENT LLC	28,773	$3.77M	0.01%	-253,981	13F-HR Timeline
1832 Asset Management L.P.	28,716	$3.76M	<0.01%	-14,271	13F-HR Timeline
Saudi Central Bank	28,704	$3.76M	0.08%	new	13F-HR Timeline
Leo Wealth, LLC	28,694	$3.76M	0.27%	+2,796	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	28,499	$3.73M	0.1%	+10,644	13F-HR Timeline Group
Modera Wealth Management, LLC	28,472	$3.73M	0.04%	+258	13F-HR Timeline
Shepherd Financial Partners LLC	28,272	$3.7M	0.35%	-497	13F-HR Timeline