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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
826
Aspiriant LLC
California
$524K -$85K -1,051 -14%
BSW
827
Buckingham Strategic Wealth
Missouri
$520K -$25.1K -311 -5%
SCA
828
Stokes Capital Advisors
South Carolina
$520K – – –
FFBTD
829
First Financial Bank - Trust Division
Ohio
$515K -$33.2K -411 -6%
MWAC
830
Mariner Wealth Advisors (Cincinnati)
Ohio
$513K +$9.62K +119 +2%
OWD
831
Osborn Williams & Donohoe
Ohio
$512K +$162K +2,000 +45%
GP
832
Girard Partners
Pennsylvania
$511K -$22.6K -280 -4%
BCP
833
Berkeley Capital Partners
Georgia
$508K +$31.5K +389 +7%
UBV
834
United Bank (Virginia)
Virginia
$507K – – –
SWM
835
Stockman Wealth Management
Montana
$507K +$42.2K +522 +9%
KIA
836
KCM Investment Advisors
California
$502K -$10.8K -133 -2%
HC
837
Henshaw Capital
Massachusetts
$501K +$106K +1,313 +27%
PA
838
Parallel Advisors
California
$500K -$44.2K -546 -8%
CS
839
Comerica Securities
Michigan
$499K -$44.5K -550 -8%
WSC
840
Wellington Shields & Co
New York
$498K +$1.13K +14 +0.2%
DWA
841
Douglass Winthrop Advisors
New York
$491K -$892K -11,027 -64%
GT
842
Greenleaf Trust
Michigan
$490K -$31.9K -395 -6%
CIM
843
CIM Investment Management
Pennsylvania
$487K -$323 -4 -0.1%
KS
844
Karpas Strategies
Connecticut
$486K – – –
NSB
845
Norway Savings Bank
Maine
$475K +$45.9K +568 +11%
NSIM
846
North Star Investment Management
Illinois
$474K +$10.5K +130 +2%
SFA
847
Sequoia Financial Advisors
Ohio
$472K -$93.9K -1,161 -16%
CGA
848
Crescent Grove Advisors
Illinois
$470K -$80.9K -1,000 -15%
WIC
849
Wilkins Investment Counsel
Massachusetts
$469K – – –
AUB
850
Atlantic Union Bankshares
Virginia
$468K -$42.8K -529 -8%
32 33
34
35 36