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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1026
StoneX Group
New York
$402K +$74.4K +818 +24%
OCG
1027
Opus Capital Group
Ohio
$401K – – –
BC
1028
Burney Company
Virginia
$399K – – –
RA
1029
RFG Advisory
Alabama
$398K -$17.8K -196 -5%
DAS
1030
Dynamic Advisor Solutions
Arizona
$394K +$21.5K +236 +6%
MCM
1031
McMillion Capital Management
North Carolina
$393K – – –
CCMG
1032
Clark Capital Management Group
Pennsylvania
$392K -$4.82K -53 -1%
BFC
1033
Bedel Financial Consulting
Indiana
$392K – – –
LC
1034
Lavaca Capital
Texas
$390K – – –
ABTD
1035
Arvest Bank Trust Division
Oklahoma
$389K -$455 -5 -0.1%
PG
1036
Patten Group
Tennessee
$389K +$42.9K +471 +13%
WKWM
1037
Walter & Keenan Wealth Management
Indiana
$389K +$91K +1,000 +33%
AC
1038
Abbrea Capital
California
$389K +$159K +1,752 +76%
CA
1039
Crewe Advisors
Utah
$388K -$455 -5 -0.1%
LB
1040
Landmark Bank
Missouri
$387K -$5K -55 -1%
BBA
1041
Braun-Bostich & Associates
Pennsylvania
$386K +$59.4K +653 +19%
BHWM
1042
Bay Harbor Wealth Management
Maryland
$385K -$9.74K -107 -3%
IAMOG
1043
Investors Asset Management of Georgia
Georgia
$385K +$10.1K +111 +3%
CT
1044
Coastline Trust
Rhode Island
$385K +$10.2K +112 +3%
YIA
1045
YHB Investment Advisors
Connecticut
$384K +$19.1K +210 +6%
CC
1046
Cadinha & Co
Hawaii
$384K +$36.7K +403 +11%
KCM
1047
Kanawha Capital Management
Virginia
$383K +$14.4K +158 +4%
RMAM
1048
Raab & Moskowitz Asset Management
New Jersey
$382K – – –
BCM
1049
Boltwood Capital Management
California
$381K -$66K -725 -15%
MIC
1050
Means Investment Company
Maine
$380K +$28.1K +309 +8%
40 41
42
43 44