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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
1076
White Lighthouse Investment Management
Massachusetts
$387K – – –
RBC
1077
Roble Belko & Company
Pennsylvania
$386K – – –
MIC
1078
Means Investment Company
Maine
$386K +$1.65K +20 +0.5%
CA
1079
Crewe Advisors
Utah
$386K +$6.1K +74 +2%
BCA
1080
Bray Capital Advisors
Florida
$383K – – –
MCM
1081
Marathon Capital Management
Maryland
$383K – – –
BC
1082
Barnett & Company
Tennessee
$383K +$16.5K +200 +5%
RMDI
1083
R.M. Davis Inc
Maine
$381K -$145K -1,759 -29%
ACG
1084
Allen Capital Group
Nebraska
$381K +$40.3K +489 +14%
HL
1085
HeadInvest LLC
Maine
$380K +$35K +425 +11%
LFA
1086
Lighthouse Financial Advisors
Maryland
$379K +$3.13K +38 +0.9%
CPSC
1087
Carl P. Sherr & Co
Massachusetts
$378K – – –
CG
1088
CFO4Life Group
Texas
$376K -$3.96K -48 -1%
RPC
1089
Rossmore Private Capital
Connecticut
$375K – – –
MWM
1090
Mission Wealth Management
California
$375K +$87.3K +1,059 +33%
CF
1091
Centaurus Financial
California
$375K +$167K +2,023 +91%
FHC
1092
First Heartland Consultants
Missouri
$373K -$18.8K -228 -5%
RG
1093
Rikoon Group
New Mexico
$371K -$64.1K -778 -16%
GCA
1094
Greenwood Capital Associates
South Carolina
$370K +$93.3K +1,132 +37%
HCP
1095
Hexagon Capital Partners
Arkansas
$370K +$325K +3,948 New
KCM
1096
Kanawha Capital Management
Virginia
$369K -$10.6K -128 -3%
LC
1097
Lavaca Capital
Texas
$369K – – –
FTC
1098
Farmers Trust Company
Ohio
$368K -$19K -230 -5%
FMWA
1099
Forvis Mazars Wealth Advisors
Missouri
$364K +$3.05K +37 +0.9%
CAM
1100
Costello Asset Management
Pennsylvania
$363K -$8.49K -103 -2%
42 43
44
45 46