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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1126
Patten Group
Tennessee
$326K +$253 +3 +0.1%
CT
1127
Cambridge Trust
Massachusetts
$326K +$26.2K +310 +9%
FMWA
1128
Forvis Mazars Wealth Advisors
Missouri
$325K -$9.72K -115 -3%
BOM
1129
Bank of Marin
California
$325K – – –
KS
1130
Karpas Strategies
Connecticut
$325K – – –
SMFS
1131
Squar Milner Financial Services
California
$324K +$70.1K +830 +26%
NCM
1132
Novare Capital Management
North Carolina
$323K +$106K +1,249 +45%
BOTW
1133
Bank of the West
California
$322K -$277K -3,276 -45%
PIA
1134
Pinion Investment Advisors
Kansas
$320K +$28.3K +335 +9%
WA1
1135
Wimmer Associates 1
California
$319K +$6.34K +75 +2%
SC
1136
Saturna Capital
Washington
$317K – – –
KWMG
1137
King Wealth Management Group
Florida
$317K +$8.45K +100 +3%
CWS
1138
Cypress Wealth Services
California
$316K +$8.62K +102 +3%
RMAM
1139
Raab & Moskowitz Asset Management
New Jersey
$314K -$7.01K -83 -2%
NP
1140
NorthRock Partners
Minnesota
$314K +$22.3K +264 +7%
AIL
1141
AGF Investments LLC
Ontario, Canada
$313K -$778K -9,203 -70%
HB
1142
Horizon Bancorp
Indiana
$313K – – –
MCM
1143
McMillion Capital Management
North Carolina
$313K +$24K +284 +8%
CA
1144
Claro Advisors
Massachusetts
$312K -$845 -10 -0.3%
CT
1145
Coastline Trust
Rhode Island
$312K – – –
YMRC
1146
Yorktown Management & Research Company
Virginia
$312K +$330K +3,900 New
GIP
1147
Greatmark Investment Partners
Georgia
$311K +$169 +2 +0.1%
DLA
1148
Douglas Lane & Associates
New York
$310K +$14.4K +171 +5%
HL
1149
HeadInvest LLC
Maine
$309K +$16.9K +200 +5%
BTW
1150
Boston Trust Walden
Massachusetts
$309K +$22.5K +266 +7%
44 45
46
47 48