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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
876
Efficient Advisors
Ohio
$365K +$360K +4,698 New
WKWM
877
Walter & Keenan Wealth Management
Indiana
$363K -$20.4K -266 -5%
RMAM
878
Raab & Moskowitz Asset Management
New Jersey
$363K – – –
CCM
879
Compton Capital Management
Rhode Island
$362K – – –
RFM
880
Royal Fund Management
Florida
$362K +$358K +4,670 New
AB
881
AT Bancorp
Iowa
$361K – – –
ST
882
Spinnaker Trust
Maine
$361K – – –
STMM
883
South Texas Money Management
Texas
$361K +$121K +1,585 +52%
CS
884
Comerica Securities
Michigan
$360K -$12.9K -169 -4%
KCM
885
Kanawha Capital Management
Virginia
$359K +$996 +13 +0.3%
CT
886
Clearstead Trust
Maine
$359K +$354K +4,620 New
CIS
887
Capital International Sarl
California
$357K – – –
IAM
888
Impax Asset Management
New Hampshire
$357K +$15.3K +200 +5%
CT
889
Coastline Trust
Rhode Island
$357K +$50.6K +660 +17%
MI
890
Markston International
New York
$355K -$338K -4,416 -49%
CBTWT
891
Community Bank & Trust (Waco, Texas)
Texas
$354K – – –
PA
892
Parallel Advisors
California
$354K +$349K +4,557 New
FMWA
893
Forvis Mazars Wealth Advisors
Missouri
$353K +$108K +1,410 +45%
GSBTD
894
Glenview State Bank Trust Department
Illinois
$352K – – –
MWM
895
Meridian Wealth Management
Kentucky
$351K +$347K +4,526 New
CFN
896
Cordasco Financial Network
Florida
$350K -$227K -2,970 -40%
CCFCSB
897
Cape Cod Five Cents Savings Bank
Massachusetts
$349K -$196K -2,554 -36%
IP
898
Isthmus Partners
Wisconsin
$349K +$13.7K +179 +4%
PAS
899
Park Avenue Securities
New York
$349K +$54.1K +706 +19%
MA
900
MCF Advisors
Kentucky
$348K -$5.21K -68 -1%
34 35
36
37 38