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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1026
Beese Fulmer Investment Management
Ohio
$405K +$25.3K +275 +6%
IWC
1027
Integrated Wealth Concepts
Massachusetts
$404K +$120K +1,305 +35%
FCB
1028
First Command Bank
Texas
$402K – – –
FCFS
1029
First Command Financial Services
Texas
$402K – – –
RG
1030
Rikoon Group
New Mexico
$401K -$2.66K -29 -0.6%
EWF
1031
Epstein & White Financial
California
$399K -$130K -1,412 -23%
1IA
1032
1834 Investment Advisors
Wisconsin
$397K +$79.7K +868 +21%
RCM
1033
Radnor Capital Management
Pennsylvania
$396K +$33.6K +366 +8%
WHG
1034
Westwood Holdings Group
Texas
$395K -$643 -7 -0.1%
KIA
1035
KCM Investment Advisors
California
$395K +$14.1K +154 +3%
KFGK
1036
Keystone Financial Group (Kentucky)
Kentucky
$395K +$137K +1,495 +44%
CGL
1037
Clarius Group LLC
Washington
$394K -$25.8K -281 -5%
TIA
1038
Tiemann Investment Advisors
California
$394K +$15.8K +172 +4%
NB
1039
NBT Bank
New York
$393K -$643 -7 -0.1%
DE
1040
Day & Ennis
Georgia
$393K +$14.3K +156 +3%
NAS
1041
Nicolet Advisory Services
Wisconsin
$393K +$28.9K +315 +7%
ADL
1042
Asset Dedication LLC
California
$392K -$21.3K -232 -5%
RIA
1043
Realta Investment Advisors
Delaware
$391K -$301K -3,272 -40%
B
1044
Bailard
California
$390K -$25.3K -275 -5%
PI
1045
Putnam Investments
Massachusetts
$389K -$132K -1,438 -23%
HWA
1046
Heritage Wealth Advisors
Virginia
$387K -$42.1K -458 -9%
VWA
1047
Visionary Wealth Advisors
Illinois
$387K +$57.6K +627 +15%
BHBT
1048
Burke & Herbert Bank & Trust
Virginia
$386K – – –
TBA
1049
Tower Bridge Advisors
Pennsylvania
$384K +$16.2K +176 +4%
CG
1050
CFO4Life Group
Texas
$383K +$24K +261 +6%
40 41
42
43 44