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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
776
Jeppson Wealth Management
California
$906K +$50.9K +550 +6%
SCA
777
Snowden Capital Advisors
New York
$905K +$65.4K +707 +8%
CB
778
CNB Bank
Pennsylvania
$901K -$23.8K -257 -3%
PPSG
779
Princeton Portfolio Strategies Group
New Jersey
$900K – – –
WG
780
Welch Group
Alabama
$890K +$55.6K +601 +7%
HIS
781
Horizon Investment Services
Indiana
$886K -$16.6K -179 -2%
NICM
782
Neo Ivy Capital Management
New York
$884K +$893K +9,658 New
CAG
783
Csenge Advisory Group
Florida
$882K -$55.2K -597 -6%
EWA
784
Exencial Wealth Advisors
Oklahoma
$880K -$4.45M -48,153 -83%
RIM
785
Redwood Investment Management
Arizona
$879K +$112K +1,214 +14%
MS
786
Madden Securities
Texas
$877K -$35.3K -382 -4%
GT
787
Greenleaf Trust
Michigan
$877K +$69K +746 +8%
DWM
788
Doyle Wealth Management
Florida
$876K -$4.72K -51 -0.5%
AWM
789
Altium Wealth Management
New York
$875K +$248K +2,680 +39%
SNT
790
Security National Trust
West Virginia
$872K +$12.5K +135 +1%
BI
791
Ballast Inc
Kentucky
$866K -$23.1K -250 -3%
DFA
792
Delta Financial Advisors
Louisiana
$855K -$15K -162 -2%
DAM
793
Doheny Asset Management
California
$853K – – –
GC
794
Grimes & Company
Massachusetts
$853K +$7.4K +80 +0.9%
AC
795
Athanor Capital
New York
$849K +$858K +9,272 New
ARMC
796
American Research & Management Company
Massachusetts
$847K – – –
MFG
797
MidWestOne Financial Group
Iowa
$846K +$2.96K +32 +0.3%
DT
798
Diversified Trust
Tennessee
$843K +$48.3K +522 +6%
SWM
799
SeaCrest Wealth Management
New York
$842K -$8.32K -90 -1%
CAM
800
Centre Asset Management
New York
$837K – – –
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