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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
1101
Birch Hill Investment Advisors
Massachusetts
$925K – – –
ESB
1102
Essex Savings Bank
Connecticut
$924K +$32.7K +268 +4%
DCA
1103
DB&C Advisors
Michigan
$920K +$958K +7,846 New
IA
1104
Integrity Alliance
Iowa
$917K +$111K +913 +13%
BIM
1105
Baldwin Investment Management
Pennsylvania
$917K -$14.4K -118 -1%
MYAM
1106
Meiji Yasuda Asset Management
Japan
$915K +$16.2K +133 +2%
BRWM
1107
Blue Rock Wealth Management
North Carolina
$913K -$3.66K -30 -0.4%
LFG
1108
Larson Financial Group
Missouri
$909K +$977 +8 +0.1%
WT
1109
Whittier Trust
California
$908K +$207K +1,694 +28%
HIMC
1110
Heritage Investors Management Corp
Maryland
$907K -$2.69K -22 -0.3%
APP
1111
Avantax Planning Partners
Iowa
$904K -$38.3K -314 -4%
CBOR
1112
Community Bank of Raymore
Missouri
$901K – – –
NDBT
1113
North Dallas Bank & Trust
Texas
$899K +$936K +7,666 New
HBT
1114
Hills Bank & Trust
Iowa
$898K +$199K +1,629 +27%
SW
1115
Simplicity Wealth
New Jersey
$898K -$756K -6,194 -45%
NRC
1116
New Republic Capital
North Carolina
$896K +$401K +3,281 +75%
SLWA
1117
San Luis Wealth Advisors
California
$895K +$132K +1,080 +16%
HIA
1118
Harbor Investment Advisory
Maryland
$893K +$697K +5,709 +299%
CAG
1119
Crestwood Advisors Group
Massachusetts
$893K -$173K -1,413 -16%
JAG
1120
Journey Advisory Group
Kentucky
$890K -$204K -1,674 -18%
MYIA
1121
Mount Yale Investment Advisors
Colorado
$887K -$600K -4,917 -39%
AWM
1122
Aprio Wealth Management
Georgia
$886K +$116K +951 +14%
WTC
1123
WhitTier Trust Company
Nevada
$883K +$200K +1,636 +28%
ACGA
1124
Atlanta Consulting Group Advisors
Georgia
$879K +$21.5K +176 +2%
WMA
1125
West Michigan Advisors
Michigan
$877K -$19K -156 -2%
43 44
45
46 47