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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
976
First Financial Bank - Trust Division
Ohio
$594K +$56.1K +558 +10%
VWA
977
V Wealth Advisors
Kansas
$593K +$8.04K +80 +1%
EGA
978
E&G Advisors
Texas
$592K -$603K -6,000 Closed
SACTSONJ
979
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$592K – – –
IF
980
Intrua Financial
Texas
$592K +$1.81K +18 +0.3%
FM
981
Family Management
New York
$590K +$352K +3,508 +142%
PHK
982
Point72 Hong Kong
Hong Kong
$588K +$598K +5,954 New
DWT
983
Dorsey & Whitney Trust
South Dakota
$587K -$149K -1,480 -20%
CW
984
CreativeOne Wealth
Kansas
$587K +$226K +2,247 +61%
WPP
985
Whalerock Point Partners
Rhode Island
$586K – – –
PA
986
Probity Advisors
Texas
$586K +$53.4K +532 +10%
ACM
987
Advisors Capital Management
New Jersey
$583K +$82.2K +818 +16%
IC
988
IEQ Capital
California
$583K +$189K +1,878 +47%
JFGLC
989
Johnson Financial Group LLC (Colorado)
Colorado
$582K +$115K +1,148 +24%
LSPW
990
Lake Street Private Wealth
Illinois
$581K -$11.1K -110 -2%
HI
991
Hudock Inc
Pennsylvania
$581K +$2.11K +21 +0.4%
SFP
992
Sandbox Financial Partners
Maryland
$579K +$804 +8 +0.1%
CB
993
Community Bank
New York
$578K -$224K -2,229 -28%
CC
994
Corsicana & Co
Texas
$578K +$588K +5,856 New
ACWM
995
Adams Chetwood Wealth Management
North Carolina
$577K -$22.6K -225 -4%
OPA
996
Old Port Advisors
Maine
$576K -$138K -1,372 -20%
PCM
997
Princeton Capital Management
New Jersey
$576K -$5.42K -54 -0.9%
FAM
998
Flaharty Asset Management
Florida
$576K +$301 +3 +0.1%
BFIM
999
Beese Fulmer Investment Management
Ohio
$574K -$30.1K -300 -5%
AFAS
1000
Acorn Financial Advisory Services
Virginia
$574K – – –
38 39
40
41 42