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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
951
Procyon Advisors
Connecticut
$482K +$252K +2,981 +98%
HKIM
952
Hayek Kallen Investment Management
Alabama
$480K -$5.49K -65 -1%
SRSA
953
S.R. Schill & Associates
Washington
$480K – – –
IC
954
IEQ Capital
California
$479K -$448K -5,304 -47%
SACTSONJ
955
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$479K – – –
LSPW
956
Lake Street Private Wealth
Illinois
$478K +$46.5K +550 +10%
LIA
957
LBMC Investment Advisors
Tennessee
$477K -$57.2K -677 -10%
CA
958
Calton & Associates
Florida
$476K -$36K -426 -7%
PIMG
959
Patriot Investment Management Group
Tennessee
$475K +$67.5K +799 +16%
TF
960
TLWM Financial
Texas
$475K -$3.8K -45 -0.8%
DWT
961
Dorsey & Whitney Trust
South Dakota
$474K -$8.79K -104 -2%
GSBTD
962
Glenview State Bank Trust Department
Illinois
$473K -$14K -166 -3%
OPCM
963
Osborne Partners Capital Management
California
$472K -$11.2K -133 -2%
DSC
964
Duncker Streett & Co
Missouri
$470K -$165K -1,956 -25%
EPWM
965
Essex Private Wealth Management
Massachusetts
$469K +$253 +3 +0.1%
SFI
966
SPC Financial Inc
Maryland
$468K – – –
GP
967
Girard Partners
Pennsylvania
$466K -$27K -320 -5%
CAI
968
Capital Advisors Inc
Oklahoma
$465K -$30.4K -360 -6%
CG
969
Cutler Group
California
$465K +$367K +4,340 +292%
WQ
970
Wealth Quarterback
New Jersey
$463K -$18.2K -215 -4%
AA
971
Ancora Advisors
Ohio
$462K +$11.2K +132 +2%
APC
972
Aspire Private Capital
North Carolina
$461K +$12.4K +147 +3%
FBC
973
Fairfield, Bush & Co
Connecticut
$459K – – –
CGL
974
Clarius Group LLC
Washington
$458K +$72.8K +862 +18%
ALAM
975
Asahi Life Asset Management
Japan
$457K -$126K -1,490 -21%
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