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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
901
Heron Financial Group
New York
$641K +$606K +6,610 New
PHK
902
Point72 Hong Kong
Hong Kong
$637K -$79.1K -863 -11%
EM
903
Excalibur Management
Massachusetts
$635K +$638K +6,957 New
BFM
904
Boston Financial Management
Massachusetts
$634K – – –
FG
905
Fiduciary Group
Georgia
$631K -$30.5K -333 -5%
FMW
906
Farr Miller & Washington
District of Columbia
$629K – – –
ACWM
907
Adams Chetwood Wealth Management
North Carolina
$629K +$632K +6,894 New
NIT
908
NumerixS Investment Technologies
British Columbia, Canada
$629K +$633K +6,900 New
DT
909
Diversified Trust
Tennessee
$623K +$368K +4,010 +142%
CT
910
Chicago Trust
Illinois
$621K +$4.58K +50 +0.7%
APG
911
Abacus Planning Group
South Carolina
$620K -$2.66K -29 -0.4%
AWM
912
Avior Wealth Management
Nebraska
$617K +$364K +3,975 +142%
QCG
913
Quadrant Capital Group
Ohio
$616K +$217K +2,366 +51%
OPS
914
Orion Portfolio Solutions
Nebraska
$616K +$619K +6,753 New
HC
915
Henshaw Capital
Massachusetts
$615K +$109K +1,192 +21%
IMOV
916
Investment Management of Virginia
Virginia
$614K -$1.12M -12,190 -64%
LCM
917
Landscape Capital Management
New Jersey
$614K +$294K +3,204 +91%
MYLI
918
Meiji Yasuda Life Insurance
Japan
$609K -$59.6K -650 -9%
GSBTD
919
Glenview State Bank Trust Department
Illinois
$608K – – –
LIA
920
LBMC Investment Advisors
Tennessee
$606K – – –
CAG
921
Crestwood Advisors Group
Massachusetts
$606K +$11.9K +130 +2%
FWP
922
FAS Wealth Partners
Kansas
$605K -$6.97K -76 -1%
SPI
923
Santori & Peters Inc
Pennsylvania
$605K +$2.84K +31 +0.5%
ACM
924
Advisors Capital Management
New Jersey
$603K +$317K +3,456 +110%
BFEC
925
Benjamin F. Edwards & Company
Missouri
$603K +$373K +4,064 +159%
35 36
37
38 39