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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
826
Horizon Investment Services
Indiana
$1.01M -$2.03K -20 -0.2%
MFG
827
MidWestOne Financial Group
Iowa
$1M +$30.1K +297 +3%
MCA
828
MSH Capital Advisors
Arizona
$999K +$965K +9,521 New
CC
829
Chicago Capital
Illinois
$998K -$9.12K -90 -0.9%
AFG
830
Albion Financial Group
Utah
$995K -$66.4K -655 -6%
BHA
831
Beech Hill Advisors
New York
$989K -$71K -700 -7%
WT
832
Whittier Trust
California
$989K +$94.3K +930 +11%
VLKIM
833
Van Lanschot Kempen Investment Management
Netherlands
$985K – – –
FBB
834
Fulton Breakefield Broenniman
Maryland
$984K +$138K +1,357 +17%
CTA
835
Chesley Taft & Associates
Illinois
$975K -$2.53K -25 -0.3%
CI
836
Conning Inc
Connecticut
$971K +$49K +483 +6%
9WM
837
9258 Wealth Management
Ohio
$969K +$86.1K +849 +10%
JSL
838
JT Stratford LLC
Georgia
$967K -$4.36K -43 -0.5%
DFA
839
Delta Financial Advisors
Louisiana
$966K +$203 +2 +0%
BHBT
840
Burke & Herbert Bank & Trust
Virginia
$965K +$294K +2,901 +46%
CS
841
Capital Square
Tennessee
$964K +$10.9K +108 +1%
HPC
842
HM Payson & Co
Maine
$964K +$50.4K +497 +6%
PSUF
843
People's United Financial
Connecticut
$963K -$73.7K -727 -7%
KWA
844
Kellett Wealth Advisors
Ohio
$962K +$929K +9,168 New
VCM
845
Violich Capital Management
California
$957K -$5.07K -50 -0.5%
MAM
846
Madison Asset Management
Wisconsin
$957K +$123K +1,212 +15%
GT
847
Glenview Trust
Kentucky
$954K +$46.6K +460 +5%
CAG
848
Crestwood Advisors Group
Massachusetts
$946K +$3.35K +33 +0.4%
WGAM
849
Wilkinson Global Asset Management
New York
$944K – – –
TI
850
Tidal Investments
Wisconsin
$940K +$168K +1,659 +23%
32 33
34
35 36