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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
626
Davis Investment Partners
North Carolina
$1.91M +$116K +1,280 +7%
BCP
627
Berkeley Capital Partners
Georgia
$1.89M -$220K -2,415 -11%
PFS
628
Physicians Financial Services
North Carolina
$1.89M -$9.1K -100 -0.5%
SWM
629
Scissortail Wealth Management
Oklahoma
$1.88M +$1.79M +19,675 New
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$1.88M -$132K -1,453 -7%
MSAM
631
Moloney Securities Asset Management
Missouri
$1.88M -$25.6K -281 -1%
AA
632
Argent Advisors
Louisiana
$1.88M +$14.7K +162 +0.8%
LCOV
633
London Company of Virginia
Virginia
$1.87M -$14.4K -158 -0.8%
MSS
634
Mitchell Sinkler & Starr
Pennsylvania
$1.87M +$506K +5,567 +41%
LWL
635
Leo Wealth LLC
Texas
$1.85M +$1.74M +19,078 New
CHC
636
City Holding Co
West Virginia
$1.83M -$121K -1,333 -7%
CFGS
637
Concourse Financial Group Securities
Alabama
$1.83M -$157K -1,721 -8%
WP
638
WealthShield Partners
North Carolina
$1.83M -$28.7K -315 -2%
GLLW
639
Graves Light Lenhart Wealth
Virginia
$1.82M +$91 +1 +0%
GT
640
Glenview Trust
Kentucky
$1.81M -$6.64K -73 -0.4%
VFA
641
Valeo Financial Advisors
Indiana
$1.81M -$570K -6,271 -25%
FNT
642
First National Trust
Pennsylvania
$1.8M -$53.7K -590 -3%
SMC
643
Smith, Moore & Co
Missouri
$1.79M -$47.7K -524 -3%
QCM
644
Quantinno Capital Management
New York
$1.79M -$424K -4,664 -20%
GLA
645
Good Life Advisors
Pennsylvania
$1.79M +$48.2K +530 +3%
HFM
646
Hartford Financial Management
Connecticut
$1.79M -$2.09K -23 -0.1%
MWA
647
MFA Wealth Advisors
Pennsylvania
$1.79M +$111K +1,221 +7%
HI
648
Harbour Investments
Wisconsin
$1.79M +$10K +110 +0.6%
JIP
649
Jaffetilchin Investment Partners
Florida
$1.78M -$197K -2,167 -11%
GIS
650
Grayhawk Investment Strategies
Alberta, Canada
$1.78M +$1.67M +18,318 New
24 25
26
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