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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FNFDCM
901
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.23M -$5.66K -50 -0.4%
BFS
902
Burkett Financial Services
South Carolina
$1.23M -$21K -185 -2%
LC
903
LCNB Corp
Ohio
$1.23M – – –
CF
904
Convergence Financial
Missouri
$1.23M +$69.8K +616 +6%
MSA
905
MUFG Securities Americas
New York
$1.23M +$1.29M +11,403 New
LWP
906
LMG Wealth Partners
Louisiana
$1.22M +$41.2K +364 +3%
SIM
907
Studio Investment Management
Illinois
$1.22M -$261K -2,302 -17%
HSA
908
HBK Sorce Advisory
Pennsylvania
$1.22M +$127K +1,118 +11%
SBIA
909
Sheaff Brock Investment Advisors
Indiana
$1.22M -$70.2K -620 -5%
FT
910
Fiduciary Trust
Massachusetts
$1.22M +$23.4K +207 +2%
TW
911
TrinityPoint Wealth
Connecticut
$1.21M -$1.97M -17,364 -61%
NP
912
Ninepoint Partners
Ontario, Canada
$1.21M +$241K +2,127 +23%
1SB
913
1ST Source Bank
Indiana
$1.21M +$18.7K +165 +1%
NCM
914
Novare Capital Management
North Carolina
$1.21M -$41.9K -370 -3%
HT
915
Headlands Technologies
Illinois
$1.2M +$516K +4,557 +69%
FCCM
916
First City Capital Management
Georgia
$1.2M -$14.5K -128 -1%
ISL
917
Ingalls & Snyder LLC
New York
$1.2M – – –
BAM
918
Belpointe Asset Management
Nevada
$1.2M -$2.72K -24 -0.2%
SIA
919
Schechter Investment Advisors
Michigan
$1.19M -$18.7K -165 -1%
CCIA
920
Campbell & Co Investment Adviser
Maryland
$1.19M -$1.01M -8,905 -45%
IAS
921
Insigneo Advisory Services
Florida
$1.18M +$51.4K +454 +4%
PWG
922
Portside Wealth Group
Utah
$1.18M +$28.4K +251 +2%
VF
923
Vest Financial
Virginia
$1.18M +$368K +3,250 +42%
FNC
924
First National Corp
Massachusetts
$1.17M -$7.25K -64 -0.6%
HCM
925
Highview Capital Management
Illinois
$1.17M +$1.23M +10,891 New
35 36
37
38 39