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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
976
Baker Ellis Asset Management
Washington
$435K – – –
VWA
977
V Wealth Advisors
Kansas
$435K +$61K +692 +17%
MFP
978
Meridian Financial Partners
Virginia
$433K +$136K +1,540 +46%
SGK
979
Steigerwald Gordon & Koch
Virginia
$427K -$8.82K -100 -2%
FHB
980
First Hawaiian Bank
Hawaii
$427K +$1.76K +20 +0.4%
BHBT
981
Burke & Herbert Bank & Trust
Virginia
$426K +$1.32K +15 +0.3%
MIP
982
Marietta Investment Partners
Wisconsin
$425K – – –
RWM
983
RBA Wealth Management
California
$424K +$415K +4,711 New
AL
984
Aspiriant LLC
California
$422K -$82K -930 -17%
HWA
985
Heritage Wealth Advisors
Virginia
$421K +$58.7K +666 +17%
DWT
986
Dorsey & Whitney Trust
South Dakota
$421K +$10.3K +117 +3%
HWM
987
Holloway Wealth Management
Florida
$417K – – –
AA
988
Ancora Advisors
Ohio
$414K -$80K -907 -16%
HC
989
HNP Capital
New York
$409K -$26.1K -296 -6%
VRM
990
Vectors Research Management
New York
$409K -$26.1K -296 -6%
ACP
991
Aviance Capital Partners
Florida
$409K +$70.7K +802 +21%
NAS
992
Nicolet Advisory Services
Wisconsin
$408K +$399K +4,528 New
RCM
993
Radnor Capital Management
Pennsylvania
$407K – – –
SIC
994
Sigma Investment Counselors
Michigan
$406K +$39.7K +450 +11%
TIA
995
Tiemann Investment Advisors
California
$405K – – –
KCM
996
Kanawha Capital Management
Virginia
$404K +$353 +4 +0.1%
AIC
997
Ameritas Investment Company
Nebraska
$402K -$307K -3,480 -44%
CFN
998
Cordasco Financial Network
Florida
$401K +$4.06K +46 +1%
GRP
999
Global Retirement Partners
California
$401K +$26.7K +303 +7%
CAG
1000
Crestwood Advisors Group
Massachusetts
$400K -$3.17K -36 -0.8%
38 39
40
41 42