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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
JBC
726
Jefferson Bridge Capital
Tennessee
$2.67M – – –
SB
727
Strategic Blueprint
Georgia
$2.65M +$386K +3,062 +17%
TT
728
TI-Trust
Illinois
$2.65M +$9.84K +78 +0.4%
GT
729
Greenleaf Trust
Michigan
$2.62M +$51.5K +408 +2%
VRM
730
Vectors Research Management
New York
$2.62M -$36.8K -292 -1%
GCA
731
Greenwood Capital Associates
South Carolina
$2.6M -$176K -1,395 -6%
PWM
732
Perigon Wealth Management
California
$2.59M +$236K +1,872 +10%
WHG
733
Westwood Holdings Group
Texas
$2.59M +$222K +1,762 +9%
SAM
734
Securian Asset Management
Minnesota
$2.59M -$41.4K -328 -2%
DFCM
735
Dark Forest Capital Management
Puerto Rico
$2.59M +$2.58M +20,451 New
KRSITF
736
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.58M -$11.7K -93 -0.5%
CBTWT
737
Community Bank & Trust (Waco, Texas)
Texas
$2.58M -$58.5K -464 -2%
LDB
738
Lee, Danner & Bass
Tennessee
$2.56M +$883 +7 +0%
SVWAG
739
Sound View Wealth Advisors Group
Georgia
$2.54M -$217K -1,719 -8%
CAC
740
Certified Advisory Corp
Florida
$2.54M -$86.2K -683 -3%
CWMS
741
Cannon Wealth Management Services
North Carolina
$2.51M -$6.43K -51 -0.3%
BCP
742
Berkeley Capital Partners
Georgia
$2.51M +$70.3K +557 +3%
VIA
743
Victrix Investment Advisors
Florida
$2.5M +$533K +4,226 +27%
WANY
744
Wealthspire Advisors (New York)
New York
$2.47M +$68.6K +544 +3%
DA
745
Dougherty & Associates
Florida
$2.45M +$51.3K +407 +2%
BI
746
Ballast Inc
Kentucky
$2.45M +$430K +3,410 +21%
AC
747
AlphaCore Capital
California
$2.45M +$493K +3,906 +25%
AAMA
748
Advanced Asset Management Advisors
Ohio
$2.45M – – –
WP
749
WealthShield Partners
North Carolina
$2.44M -$714K -5,659 -23%
MAS
750
Meeder Advisory Services
Ohio
$2.44M -$31K -246 -1%
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