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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
551
Forte Capital
New York
$2.31M +$421K +3,830 +22%
PNC
552
Park National Corp
Ohio
$2.31M -$67.2K -611 -3%
MBTD
553
Mechanics Bank - Trust Department
California
$2.31M +$6.49K +59 +0.3%
RDWM
554
Red Door Wealth Management
Tennessee
$2.3M +$98.3K +894 +4%
TFA
555
Triad Financial Advisors
North Carolina
$2.3M +$550 +5 +0%
BOTW
556
Bank of the West
California
$2.28M +$2.06M +18,766 +739%
MOS
557
MGO One Seven
Ohio
$2.28M -$66K -600 -3%
SAM
558
Silvercrest Asset Management
New York
$2.28M -$103K -940 -4%
WCAMG
559
Woodard & Company Asset Management Group
North Carolina
$2.28M -$64.9K -590 -3%
SFP
560
Shepherd Financial Partners
Massachusetts
$2.27M +$33.5K +305 +1%
MNBTD
561
Moody National Bank Trust Division
Texas
$2.26M -$532K -4,842 -19%
BBHC
562
Brown Brothers Harriman & Co
New York
$2.25M +$23.4K +213 +1%
FMWA
563
Forvis Mazars Wealth Advisors
Missouri
$2.24M +$1.72M +15,631 +298%
CS
564
Comerica Securities
Michigan
$2.22M +$327K +2,972 +17%
AII
565
AGF Investments Inc
Ontario, Canada
$2.22M – – –
TT
566
TI-Trust
Illinois
$2.22M – – –
MHI
567
Miller Howard Investments
New York
$2.21M +$38.4K +349 +2%
NHC
568
Nicholas Hoffman & Company
Georgia
$2.21M +$3.96K +36 +0.2%
FSA
569
Franklin Street Advisors
North Carolina
$2.21M +$291K +2,642 +15%
SW
570
SVB Wealth
Massachusetts
$2.2M +$181K +1,645 +9%
SAM
571
Synergy Asset Management
Washington
$2.2M +$2.26M +20,525 New
PFM
572
Parsec Financial Management
North Carolina
$2.19M -$124K -1,131 -5%
BL
573
Balentine LLC
Georgia
$2.19M +$711K +6,462 +46%
THWM
574
Taylor Hoffman Wealth Management
Virginia
$2.18M – – –
ZCM
575
Ziegler Capital Management
Illinois
$2.18M +$188K +1,710 +9%
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