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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
726
Marino Stram & Associates
Massachusetts
$927K +$180K +2,131 +23%
RM
727
Resource Management
Louisiana
$924K -$66.2K -784 -6%
TYCC
728
Texas Yale Capital Corp
Florida
$918K +$42.2K +500 +5%
BB
729
Busey Bank
Illinois
$916K +$74.7K +884 +8%
IWA
730
Intercontinental Wealth Advisors
Texas
$914K -$124K -1,468 -11%
ONB
731
Old National Bancorp
Indiana
$909K -$86.7K -1,026 -8%
SBWM
732
Sunflower Bank Wealth Management
Arizona
$907K +$15.6K +185 +2%
FFN
733
Focus Financial Network
Minnesota
$905K +$89K +1,053 +10%
IBOK
734
Independence Bank of Kentucky
Kentucky
$904K +$19.4K +230 +2%
MHIC
735
Marble Harbor Investment Counsel
Massachusetts
$902K -$22.5K -266 -2%
AFG
736
Albion Financial Group
Utah
$900K +$67.6K +800 +8%
CAG
737
Csenge Advisory Group
Florida
$900K +$328K +3,884 +53%
CBTWT
738
Community Bank & Trust (Waco, Texas)
Texas
$899K -$5.66K -67 -0.6%
ANRIA
739
American National Registered Investment Advisor
Texas
$896K – – –
HIS
740
Horizon Investment Services
Indiana
$886K -$51.2K -606 -5%
MPWT
741
MassMutual Private Wealth & Trust
Connecticut
$884K +$252K +2,988 +37%
HAG
742
HighPoint Advisor Group
Illinois
$880K -$55.8K -660 -6%
AIA
743
Arbor Investment Advisors
North Carolina
$879K +$591 +7 +0.1%
RB
744
Rodgers Brothers
Pennsylvania
$879K +$44.2K +523 +5%
JCM
745
Jacobi Capital Management
Pennsylvania
$877K +$20.1K +238 +2%
B
746
Bellecapital
Switzerland
$877K +$46.6K +552 +5%
DBRC
747
D.B. Root & Company
Pennsylvania
$875K +$11.2K +133 +1%
OC
748
Oakworth Capital
Alabama
$875K +$142K +1,685 +18%
UBV
749
United Bank (Virginia)
Virginia
$871K +$13.5K +160 +1%
OPS
750
Orion Portfolio Solutions
Nebraska
$868K +$72.2K +854 +9%
28 29
30
31 32