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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
801
Horizon Investments
North Carolina
$509K +$503K +6,561 New
PCMI
802
Princeton Capital Management Inc
New Jersey
$508K – – –
FIB
803
First Interstate Bank
Montana
$507K +$409K +5,340 +446%
RBC
804
Ronald Blue & Co
Georgia
$504K +$129K +1,686 +35%
WT
805
Washington Trust
Rhode Island
$499K -$16.5K -215 -3%
UBWV
806
United Bank (West Virginia)
West Virginia
$499K – – –
CI
807
Capital International
California
$489K -$30.6K -400 -6%
FBT
808
First Bankers Trust
Kentucky
$487K -$125K -1,632 -21%
AR
809
Advisory Research
Illinois
$482K +$5.67K +74 +1%
SMC
810
Smith, Moore & Co
Missouri
$482K +$78K +1,019 +20%
NB
811
NBT Bank
New York
$476K +$23.1K +301 +5%
DWM
812
Darwin Wealth Management
Florida
$476K +$49.9K +652 +12%
IB
813
Intrust Bank
Kansas
$475K -$24.4K -318 -5%
RWA
814
River Wealth Advisors
Pennsylvania
$472K +$11.7K +153 +3%
KS
815
Karpas Strategies
Connecticut
$471K – – –
MCM
816
MAI Capital Management
Ohio
$469K -$33.3K -435 -7%
FBC
817
Fairfield, Bush & Co
Connecticut
$468K – – –
BFC
818
Blue Fin Capital
Rhode Island
$467K +$48.5K +633 +12%
WIP
819
Wellesley Investment Partners
Massachusetts
$466K +$154K +2,014 +50%
MWAC
820
Mariner Wealth Advisors (Cincinnati)
Ohio
$464K -$131K -1,708 -22%
GI
821
Gradient Investments
Minnesota
$463K +$193K +2,518 +73%
APP
822
Avantax Planning Partners
Iowa
$462K +$456K +5,954 New
JSL
823
JT Stratford LLC
Georgia
$462K +$456K +5,958 New
LCM
824
LVM Capital Management
Michigan
$461K -$273K -3,558 -37%
BDF
825
Balasa Dinverno & Foltz
$455K +$189K +2,462 +72%
31 32
33
34 35