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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
926
Henshaw Capital
Massachusetts
$407K +$151K +1,727 +55%
AI
927
Atria Investments
North Carolina
$407K -$2.6M -29,762 -86%
TIA
928
Tiemann Investment Advisors
California
$401K – – –
DOA
929
D'Orazio & Associates
Virginia
$401K +$5.5K +63 +1%
CB
930
Cadence Bank
Mississippi
$401K +$417K +4,774 New
HCMT
931
Highland Capital Management (Tennessee)
Tennessee
$399K – – –
ST
932
Smithfield Trust
Pennsylvania
$399K +$26.7K +306 +7%
RB
933
Rodgers Brothers
Pennsylvania
$396K – – –
ST
934
Spinnaker Trust
Maine
$395K -$1.92K -22 -0.5%
CS
935
Credential Securities
$395K -$5.59K -64 -1%
CCM
936
Compton Capital Management
Rhode Island
$394K -$6.81K -78 -2%
OA
937
Outfitter Advisors
Virginia
$388K – – –
CBTWT
938
Community Bank & Trust (Waco, Texas)
Texas
$388K +$4.19K +48 +1%
ACG
939
Allen Capital Group
Nebraska
$388K +$403K +4,614 New
FMWA
940
Forvis Mazars Wealth Advisors
Missouri
$387K -$16.6K -190 -4%
EFSCE
941
Enterprise Financial Services Corp (EFSC)
Missouri
$387K -$16.3K -187 -4%
NSB
942
Norway Savings Bank
Maine
$385K +$9.78K +112 +3%
DJSG
943
D.J. St. Germain
Massachusetts
$384K -$97.9K -1,121 -20%
MA
944
MCF Advisors
Kentucky
$383K +$1.66K +19 +0.4%
PA
945
Parallel Advisors
California
$383K +$26.2K +300 +7%
BFC
946
Bedel Financial Consulting
Indiana
$381K +$396K +4,532 New
B
947
Brightworth
Georgia
$379K +$1.66K +19 +0.4%
TAM
948
Tiverton Asset Management
Delaware
$376K +$3.76K +43 +1%
BHBT
949
Burke & Herbert Bank & Trust
Virginia
$374K +$22.1K +253 +6%
B
950
Bailard
California
$373K +$140K +1,600 +57%
36 37
38
39 40