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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
951
Blue Fin Capital
Rhode Island
$456K -$2.56K -29 -0.6%
BUB
952
BBVA USA Bancshares
Texas
$455K -$67.9K -768 -13%
MFP
953
Meridian Financial Partners
Virginia
$455K +$18.4K +208 +4%
FVWA
954
Foster Victor Wealth Advisors
South Carolina
$454K -$369K -4,176 -45%
AIC
955
Archer Investment Corporation
Indiana
$454K – – –
RC
956
RegentAtlantic Capital
New Jersey
$452K -$28.5K -322 -6%
ADL
957
Asset Dedication LLC
California
$451K +$11.2K +127 +3%
BHWM
958
Bar Harbor Wealth Management
New Hampshire
$449K -$78.5K -888 -15%
WCAMG
959
Woodard & Company Asset Management Group
North Carolina
$444K – – –
CFS
960
Cannon Financial Strategists
Georgia
$442K – – –
SB
961
Strategic Blueprint
Georgia
$442K +$6.54K +74 +2%
LSPW
962
Lake Street Private Wealth
Illinois
$439K +$63.7K +721 +17%
MA
963
MONECO Advisors
Connecticut
$434K +$707 +8 +0.2%
SIA
964
Strategic Investment Advisors
Michigan
$432K +$46.2K +523 +12%
NB
965
NBT Bank
New York
$431K -$22.4K -253 -5%
FTC
966
Farmers Trust Company
Ohio
$430K -$158K -1,790 -27%
AIC
967
Ameritas Investment Company
Nebraska
$429K +$34.6K +391 +9%
RG
968
Rikoon Group
New Mexico
$427K -$8.66K -98 -2%
CCM
969
Cadence Capital Management
Massachusetts
$426K -$129K -1,454 -23%
CB
970
Cadence Bank
Mississippi
$422K -$24.1K -273 -5%
WHG
971
Westwood Holdings Group
Texas
$422K +$422K +4,777 New
BHBT
972
Burke & Herbert Bank & Trust
Virginia
$421K +$2.65K +30 +0.6%
FHB
973
First Hawaiian Bank
Hawaii
$418K -$354 -4 -0.1%
MIP
974
Marietta Investment Partners
Wisconsin
$417K – – –
IWC
975
Integrated Wealth Concepts
Massachusetts
$416K -$46.1K -522 -10%
37 38
39
40 41