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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
651
Trust Company of Vermont
Vermont
$1.73M +$77.2K +702 +5%
BW
652
Bison Wealth
Georgia
$1.72M -$77.1K -701 -4%
WG
653
Welch Group
Alabama
$1.71M -$15K -136 -0.8%
CFGS
654
Concourse Financial Group Securities
Alabama
$1.71M +$89.4K +813 +5%
MMPW
655
Mitchell McLeod Pugh & Williams
Alabama
$1.71M – – –
PTC
656
Private Trust Company
Ohio
$1.7M +$67.2K +611 +4%
PFM
657
Premier Fund Managers
United Kingdom
$1.7M – – –
CAM
658
Columbia Asset Management
Michigan
$1.69M +$1.74M +15,782 New
AIMC
659
Alley Investment Management Company
Illinois
$1.69M +$75.5K +687 +5%
CBOR
660
Community Bank of Raymore
Missouri
$1.68M – – –
ANTB
661
AMG National Trust Bank
Colorado
$1.68M -$105K -957 -6%
WA
662
WealthTrust Axiom
Pennsylvania
$1.67M – – –
WWM
663
Wolff Wiese Magana
California
$1.67M +$12.1K +110 +0.7%
SVWAG
664
Sound View Wealth Advisors Group
Georgia
$1.67M -$70.5K -641 -4%
DAS
665
Dynamic Advisor Solutions
Arizona
$1.66M +$51K +464 +3%
CW
666
Connectus Wealth
Ohio
$1.66M +$871K +7,925 +105%
BAM
667
Belpointe Asset Management
Nevada
$1.66M -$250K -2,275 -13%
BFS
668
Bradley Foster & Sargent
Connecticut
$1.66M -$151K -1,372 -8%
EF
669
Empirical Finance
Pennsylvania
$1.66M +$92.3K +839 +6%
TPA
670
Trivium Point Advisory
Connecticut
$1.65M +$65.4K +595 +4%
SBH
671
Segall Bryant & Hamill
Illinois
$1.65M +$33K +300 +2%
MSA
672
Marino Stram & Associates
Massachusetts
$1.65M -$3.74K -34 -0.2%
CIC
673
Carnegie Investment Counsel
Ohio
$1.65M +$25.7K +234 +2%
MCM
674
MAI Capital Management
Ohio
$1.64M +$472K +4,295 +39%
MCIA
675
Mountain Capital Investment Advisors
Colorado
$1.64M +$37.6K +342 +2%
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