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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
1001
Jupiter Asset Management
United Kingdom
$514K +$519K +5,616 New
GA
1002
Greytown Advisors
Florida
$513K +$226K +2,439 +77%
PCS
1003
Personal CFO Solutions
New Jersey
$512K -$5.09K -55 -1%
FMWA
1004
Forvis Mazars Wealth Advisors
Missouri
$512K +$137K +1,486 +36%
LOPW
1005
Live Oak Private Wealth
North Carolina
$512K +$294K +3,177 +132%
ESB
1006
Essex Savings Bank
Connecticut
$509K +$32.4K +350 +7%
KWM
1007
Keebeck Wealth Management
Illinois
$509K +$514K +5,559 New
FCB
1008
First Command Bank
Texas
$508K +$57.7K +624 +13%
FCFS
1009
First Command Financial Services
Texas
$508K +$57.7K +624 +13%
BFS
1010
Bard Financial Services
Connecticut
$507K +$512K +5,535 New
BHBT
1011
Burke & Herbert Bank & Trust
Virginia
$505K +$4.63K +50 +0.9%
ACM
1012
Alethea Capital Management
Washington
$504K -$631K -6,825 -55%
CBT
1013
Capital Bank & Trust
California
$504K +$250K +2,700 +96%
GP
1014
Girard Partners
Pennsylvania
$503K -$55.2K -597 -10%
DWM
1015
Darwin Wealth Management
Florida
$503K +$84.8K +917 +20%
FBB
1016
Fulton Breakefield Broenniman
Maryland
$502K -$42.9K -464 -8%
PCG
1017
Private Capital Group
Connecticut
$502K -$5.46K -59 -1%
FFBTD
1018
First Financial Bank - Trust Division
Ohio
$502K -$555 -6 -0.1%
GVAG
1019
Great Valley Advisor Group
Delaware
$501K -$16.1K -174 -3%
BCP
1020
Berkeley Capital Partners
Georgia
$501K +$2.96K +32 +0.6%
WEC
1021
Winslow Evans & Crocker
Massachusetts
$501K +$410K +4,435 +428%
DJSG
1022
D.J. St. Germain
Massachusetts
$500K – – –
PP
1023
Paloma Partners
Connecticut
$498K -$6.44M -69,595 -93%
CAM
1024
Costello Asset Management
Pennsylvania
$497K +$124K +1,337 +33%
VWA
1025
Visionary Wealth Advisors
Illinois
$494K +$6.29K +68 +1%
39 40
41
42 43