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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
951
WBH Advisory
Maryland
$787K -$15.3K -139 -2%
BCM
952
BTR Capital Management
California
$787K +$15.3K +139 +2%
GEA
953
Glen Eagle Advisors
New Jersey
$786K +$34.4K +313 +4%
EH
954
Equitable Holdings
New York
$784K -$31.7K -288 -4%
KCPG
955
Kavar Capital Partners Group
Kansas
$781K +$44.1K +401 +6%
WPC
956
Waters Parkerson & Co
Louisiana
$780K – – –
CS
957
Capital Square
Tennessee
$778K -$23.8K -216 -3%
PG
958
Patten Group
Tennessee
$771K +$12.8K +116 +2%
RWA
959
Rainsberger Wealth Advisors
Colorado
$770K +$26K +236 +3%
TWM
960
Thrive Wealth Management
Pennsylvania
$765K -$6.38K -58 -0.8%
CSI
961
Cross Staff Investments
New York
$764K – – –
ACM
962
Adalta Capital Management
New York
$762K – – –
FRA
963
Front Row Advisors
California
$762K +$85.5K +778 +12%
CAM
964
Carret Asset Management
New York
$760K – – –
HC
965
Henshaw Capital
Massachusetts
$760K -$118K -1,072 -13%
CPSAC
966
Chas P. Smith & Associates (CPS)
Florida
$758K -$57.4K -522 -7%
AFG
967
Albion Financial Group
Utah
$755K -$6.82K -62 -0.9%
RPCONE
968
Retirement Planning Company of New England
Rhode Island
$755K +$5.72K +52 +0.7%
BDF
969
Balasa Dinverno & Foltz
$748K -$19.1K -174 -2%
KFGK
970
Keystone Financial Group (Kentucky)
Kentucky
$748K +$1.54K +14 +0.2%
JGUA
971
John G. Ullman & Associates
New York
$747K -$104K -950 -12%
SWM
972
Stockman Wealth Management
Montana
$746K +$6.71K +61 +0.9%
PCM
973
Parsons Capital Management
Rhode Island
$743K -$41K -373 -5%
AC
974
Allstate Corporation
Illinois
$742K -$34.5K -314 -4%
AMBIA
975
Allen Mooney & Barnes Investment Advisors
Georgia
$742K +$2.2K +20 +0.3%
37 38
39
40 41