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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMC
576
Heritage Investors Management Corp
Maryland
$1.73M -$17K -187 -1%
SP
577
Successful Portfolios
Florida
$1.72M -$9.37K -103 -0.6%
PFS
578
Physicians Financial Services
North Carolina
$1.71M -$2.82K -31 -0.2%
CF
579
Copperwynd Financial
Arizona
$1.71M +$178K +1,960 +12%
APP
580
Avantax Planning Partners
Iowa
$1.7M +$813K +8,930 +101%
BO
581
Bank OZK
Arkansas
$1.7M -$4.55K -50 -0.3%
TCOV
582
Trust Company of Vermont
Vermont
$1.7M -$3.19K -35 -0.2%
MFG
583
Merit Financial Group
Georgia
$1.7M +$44.5K +489 +3%
GIM
584
Guardian Investment Management
California
$1.69M – – –
WS
585
Wedbush Securities
California
$1.67M +$87.3K +959 +6%
NWP
586
Northstar Wealth Partners
Connecticut
$1.67M +$46.3K +509 +3%
PCA
587
Providence Capital Advisors
North Carolina
$1.66M +$30.2K +332 +2%
SSWM
588
Sheets Smith Wealth Management
North Carolina
$1.65M -$218K -2,399 -12%
AUB
589
Atlantic Union Bankshares
Virginia
$1.65M -$41.5K -456 -3%
KRSITF
590
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.65M +$183K +2,006 +13%
SCM
591
Shelton Capital Management
Colorado
$1.65M – – –
SIC
592
Shoker Investment Counsel
Ohio
$1.64M +$46K +505 +3%
GLA
593
Good Life Advisors
Pennsylvania
$1.64M +$35K +385 +2%
ACM
594
Allred Capital Management
Texas
$1.64M -$258K -2,840 -14%
HCM
595
Hall Capital Management
Rhode Island
$1.64M -$5.92K -65 -0.4%
BMA
596
Brooks Moore & Associates
Tennessee
$1.63M -$9.1K -100 -0.6%
BFM
597
Boothbay Fund Management
New York
$1.63M +$243K +2,668 +19%
IA
598
IFG Advisory
Georgia
$1.62M -$41.6K -457 -3%
SVWAG
599
Sound View Wealth Advisors Group
Georgia
$1.62M -$37.8K -415 -2%
TW
600
TrinityPoint Wealth
Connecticut
$1.6M +$32.7K +359 +2%
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