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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
701
Sheaff Brock Investment Advisors
Indiana
$1.52M +$67.4K +613 +5%
TIA
702
Trust Investment Advisors
Indiana
$1.52M +$207K +1,883 +15%
ACP
703
Ashfield Capital Partners
California
$1.5M – – –
UBG
704
United Bank (Georgia)
Georgia
$1.5M -$100K -911 -6%
PPW
705
Parcion Private Wealth
Washington
$1.5M – – –
REMPR
706
Roof Eidam Maycock Peralta (REMP)
California
$1.49M +$1.53M +13,885 New
MHIC
707
Marble Harbor Investment Counsel
Massachusetts
$1.48M +$21.4K +195 +1%
BMA
708
Brooks Moore & Associates
Tennessee
$1.48M +$110 +1 +0%
PJSIMP
709
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.47M -$8.03K -73 -0.5%
ZIC
710
ZWJ Investment Counsel
Georgia
$1.46M +$121K +1,102 +9%
NWM
711
Northcape Wealth Management
New York
$1.45M -$170K -1,543 -10%
FNC
712
First National Corp
Massachusetts
$1.45M +$196K +1,786 +15%
SG
713
Stonnington Group
California
$1.45M +$384K +3,488 +35%
TA
714
Tectonic Advisors
Texas
$1.44M +$313K +2,849 +27%
B
715
Bellecapital
Switzerland
$1.43M -$25.7K -234 -2%
HT
716
Heritage Trust
Oklahoma
$1.43M -$32.2K -293 -2%
FNFDCM
717
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.43M -$27.5K -250 -2%
LWAC
718
Laurel Wealth Advisors (California)
California
$1.42M -$507K -4,611 -26%
FDS
719
First Dallas Securities
Texas
$1.42M -$135K -1,225 -8%
QI
720
Qtron Investments
Massachusetts
$1.41M – – –
BCM
721
Bayesian Capital Management
New York
$1.39M +$1.43M +13,000 New
BI
722
Ballast Inc
Kentucky
$1.39M -$35.3K -321 -2%
GSB
723
Greenfield Savings Bank
Massachusetts
$1.39M +$1.42M +12,943 New
FIM
724
Freedom Investment Management
Connecticut
$1.38M +$511K +4,649 +56%
MWA
725
MFA Wealth Advisors
Pennsylvania
$1.38M +$46.6K +424 +3%
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