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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
801
Lehman & Derafelo Financial Resources
Pennsylvania
$1.02M -$129K -1,200 -10%
MFP
802
Meridian Financial Partners
Virginia
$1.02M +$22.6K +210 +2%
CB
803
Cadence Bank
Mississippi
$1.02M +$905K +8,423 +336%
TC
804
Toews Corporation
New Jersey
$1.01M -$10.7K -100 -0.9%
MAM
805
Mystic Asset Management
Rhode Island
$1.01M +$2.69K +25 +0.2%
FCM
806
Fourpath Capital Management
Oklahoma
$1.01M +$1.93K +18 +0.2%
MCA
807
MSH Capital Advisors
Arizona
$1.01M +$6.34K +59 +0.5%
GCM
808
Gables Capital Management
Florida
$1M – – –
BFO
809
Biltmore Family Office
North Carolina
$1M +$1.5K +14 +0.1%
AIP
810
Ameritas Investment Partners
Nebraska
$1M -$27.7K -258 -2%
TFA
811
Transamerica Financial Advisors
Florida
$1M +$180K +1,679 +19%
BHBT
812
Burke & Herbert Bank & Trust
Virginia
$999K -$10.7K -100 -0.9%
UFF
813
USA Financial Formulas
Michigan
$997K +$1.15M +10,704 +76,457%
CCA
814
Checchi Capital Advisers
California
$994K +$2.47K +23 +0.2%
AWA
815
AmeriServ Wealth Advisors
Pennsylvania
$986K -$2.69K -25 -0.2%
SIA
816
Schechter Investment Advisors
Michigan
$979K +$26.6K +248 +2%
FFN
817
Focus Financial Network
Minnesota
$978K +$17.3K +161 +2%
GWA
818
Gibson Wealth Advisors
Texas
$977K – – –
DBRC
819
D.B. Root & Company
Pennsylvania
$972K -$10.3K -96 -0.9%
ICG
820
InterOcean Capital Group
Tennessee
$969K -$115K -1,068 -9%
ACM
821
Allred Capital Management
Texas
$968K +$537 +5 +0%
CTA
822
Chesley Taft & Associates
Illinois
$958K +$29K +270 +3%
UBV
823
United Bank (Virginia)
Virginia
$956K +$64.5K +601 +6%
DIP
824
DT Investment Partners
Pennsylvania
$952K +$75.5K +703 +7%
CW
825
CreativeOne Wealth
Kansas
$952K +$115K +1,072 +12%
31 32
33
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