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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1101
Hills Bank & Trust
Iowa
$584K +$75.9K +800 +15%
MGIA
1102
Moneta Group Investment Advisors
Missouri
$583K -$177K -1,869 -24%
IAS
1103
Investment Advisory Services
Texas
$583K -$5.12K -54 -0.9%
BFS
1104
Bard Financial Services
Connecticut
$583K – – –
VWA
1105
Visionary Wealth Advisors
Illinois
$581K -$2.85K -30 -0.5%
SACTSONJ
1106
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$580K – – –
DA
1107
Doliver Advisors
Texas
$580K -$7.4K -78 -1%
SWM
1108
SeaCrest Wealth Management
New York
$580K -$400K -4,220 -41%
IBOK
1109
Independence Bank of Kentucky
Kentucky
$578K -$13K -137 -2%
ES
1110
Eagle Strategies
New York
$575K +$21.4K +226 +4%
GWM
1111
Gibbs Wealth Management
Georgia
$575K +$564K +5,941 New
SWM
1112
Stockman Wealth Management
Montana
$572K +$1.52K +16 +0.3%
LIM
1113
Longfellow Investment Management
Massachusetts
$572K +$3.7K +39 +0.7%
AFP
1114
Ausdal Financial Partners
Iowa
$570K -$9.49K -100 -2%
CSIC
1115
Clifford Swan Investment Counsel
California
$570K -$4.74K -50 -0.8%
NB
1116
NBT Bank
New York
$569K +$18.1K +191 +3%
WI
1117
Wintrust Investments
Illinois
$567K +$7.68K +81 +1%
GWM
1118
GSB Wealth Management
Connecticut
$566K -$10.5K -111 -2%
RWM
1119
Revisor Wealth Management
Ohio
$566K +$555K +5,846 New
FWP
1120
Firethorn Wealth Partners
Georgia
$566K +$21.9K +231 +4%
FMB
1121
Field & Main Bank
Kentucky
$563K +$92.7K +977 +20%
KCIC
1122
Kuhn & Co Investment Counsel
Illinois
$560K – – –
WTC
1123
WhitTier Trust Company
Nevada
$560K -$36K -380 -6%
WA
1124
WBH Advisory
Maryland
$558K -$41.5K -437 -7%
FCP
1125
Fidelis Capital Partners
Florida
$557K +$117K +1,233 +27%
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