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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
826
Mather Group
Illinois
$1.66M +$867K +7,603 +127%
JG
827
Jain Global
New York
$1.65M +$1.54M +13,534 New
FTWA
828
Fifth Third Wealth Advisors
Ohio
$1.65M +$43K +377 +3%
JCM
829
Jacobi Capital Management
Pennsylvania
$1.64M -$11.4K -100 -0.7%
WCM
830
Weaver Capital Management
Georgia
$1.64M -$16.3K -143 -1%
HIP
831
HUB Investment Partners
Texas
$1.64M +$55.2K +484 +4%
CWP
832
Concord Wealth Partners
Virginia
$1.64M +$814K +7,138 +114%
AF
833
AGP Franklin
Tennessee
$1.63M +$369K +3,237 +31%
RCM
834
RNC Capital Management
California
$1.63M -$31.2K -274 -2%
P
835
Pitcairn
Pennsylvania
$1.63M +$843K +7,395 +124%
A
836
AlphaQuest
New York
$1.63M -$86.7K -761 -5%
CBA
837
Coastal Bridge Advisors
Connecticut
$1.62M +$1.51M +13,267 New
PGF
838
Plan Group Financial
Oklahoma
$1.61M +$463K +4,063 +45%
MIM
839
MTM Investment Management
South Carolina
$1.6M +$2.17K +19 +0.1%
ZIC
840
ZWJ Investment Counsel
Georgia
$1.6M +$3.31K +29 +0.2%
EI
841
Ethic Inc
New York
$1.59M +$407K +3,569 +37%
GWA
842
Gibson Wealth Advisors
Texas
$1.59M – – –
BHBT
843
Burke & Herbert Bank & Trust
Virginia
$1.57M – – –
KCM
844
Kennondale Capital Management
Virginia
$1.57M – – –
GCM
845
Graham Capital Management
Connecticut
$1.57M -$2.38M -20,878 -62%
CIC
846
Cornercap Investment Counsel
Georgia
$1.57M +$1.46M +12,850 New
CF
847
Convergence Financial
Missouri
$1.56M +$159K +1,395 +12%
LWM
848
LongView Wealth Management
Georgia
$1.56M +$11.6K +102 +0.8%
PWM
849
Perigon Wealth Management
California
$1.55M -$34.8K -305 -2%
EFG
850
Ethos Financial Group
Pennsylvania
$1.55M +$1.45M +12,714 New
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