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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
901
Smithfield Trust
Pennsylvania
$388K -$4.69K -58 -1%
BEAM
902
Baker Ellis Asset Management
Washington
$387K -$8.09K -100 -2%
BHBT
903
Burke & Herbert Bank & Trust
Virginia
$378K -$8.73K -108 -2%
GSBTD
904
Glenview State Bank Trust Department
Illinois
$377K – – –
EWF
905
Epstein & White Financial
California
$373K -$181K -2,241 -33%
HWM
906
Holloway Wealth Management
Florida
$373K – – –
PCMC
907
Paragon Capital Management (Colorado)
Colorado
$373K – – –
RT
908
Rockland Trust
Massachusetts
$373K – – –
CHA
909
Carmichael Hill & Associates
Maryland
$373K +$485 +6 +0.1%
LB
910
Landmark Bank
Missouri
$372K -$21.8K -269 -5%
NB
911
NBT Bank
New York
$371K -$1.05K -13 -0.3%
FHB
912
First Hawaiian Bank
Hawaii
$371K +$375K +4,640 New
CT
913
Clearstead Trust
Maine
$370K -$4.04K -50 -1%
B
914
Brightworth
Georgia
$370K +$54.2K +670 +17%
SWM
915
SVA Wealth Management
Wisconsin
$367K -$35.7K -441 -9%
DWT
916
Dorsey & Whitney Trust
South Dakota
$366K +$91.5K +1,132 +33%
DJSG
917
D.J. St. Germain
Massachusetts
$365K +$64.6K +799 +21%
TIA
918
Tiemann Investment Advisors
California
$360K -$4.04K -50 -1%
MSA
919
Marino Stram & Associates
Massachusetts
$358K -$13.3K -165 -4%
AI
920
Atria Investments
North Carolina
$358K +$50.6K +626 +16%
WTC
921
WhitTier Trust Company
Nevada
$356K – – –
VRM
922
Vectors Research Management
New York
$356K +$361K +4,461 New
KSA
923
Ken Stern & Associates
California
$355K – – –
B
924
Bailard
California
$354K – – –
CFN
925
Cordasco Financial Network
Florida
$353K -$24.3K -300 -6%
35 36
37
38 39