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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
976
Old Port Advisors
Maine
$591K +$20.7K +200 +4%
FAM
977
Formidable Asset Management
Ohio
$590K +$725 +7 +0.1%
DA
978
Detalus Advisors
Missouri
$588K +$26.1K +252 +4%
EWA
979
EP Wealth Advisors
California
$587K -$127K -1,222 -17%
GB
980
Goepper Burkhardt
South Carolina
$587K -$104 -1 -0%
SACTSONJ
981
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$586K – – –
VWA
982
V Wealth Advisors
Kansas
$585K +$1.45K +14 +0.2%
CAI
983
Capital Advisors Inc
Oklahoma
$584K -$45K -435 -7%
FFBTD
984
First Financial Bank - Trust Division
Ohio
$582K -$6.21K -60 -1%
IAIM
985
International Assets Investment Management
Florida
$579K +$20.1K +194 +3%
NFSG
986
Newbridge Financial Services Group
Florida
$578K +$175K +1,690 +40%
HW
987
Hancock Whitney
Mississippi
$577K +$89.2K +862 +17%
BCM
988
Bayesian Capital Management
New York
$576K -$476K -4,596 -44%
SF
989
Summit Financial
New Jersey
$571K +$606K +5,852 New
CC
990
Corsicana & Co
Texas
$571K – – –
ACM
991
Advisors Capital Management
New Jersey
$570K -$6.73K -65 -1%
PCM
992
Princeton Capital Management
New Jersey
$570K – – –
PA
993
PSI Advisors
Florida
$569K -$44.5K -430 -7%
EFSCE
994
Enterprise Financial Services Corp (EFSC)
Missouri
$568K -$278K -2,689 -32%
CB
995
Community Bank
New York
$567K -$4.35K -42 -0.7%
BFIM
996
Beese Fulmer Investment Management
Ohio
$567K – – –
MSWMA
997
Market Street Wealth Management Advisors
Indiana
$567K +$240K +2,314 +66%
EGA
998
E&G Advisors
Texas
$566K +$600K +5,800 New
HL
999
HeadInvest LLC
Maine
$562K -$6.73K -65 -1%
PA
1000
Probity Advisors
Texas
$561K -$18.9K -183 -3%
38 39
40
41 42