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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1126
OneDigital Investment Advisors
Kansas
$383K +$82.1K +888 +27%
AIS
1127
American Investment Services
Massachusetts
$381K -$923K -9,982 -71%
FTC
1128
Farmers Trust Company
Ohio
$381K – – –
KFA
1129
Krane Funds Advisors
New York
$381K +$385K +4,164 New
BC
1130
Burney Company
Virginia
$380K -$27.7K -299 -7%
PAM
1131
Premier Asset Management
Illinois
$380K +$165K +1,789 +76%
BFC
1132
Bedel Financial Consulting
Indiana
$375K -$36.1K -390 -9%
ACG
1133
Allen Capital Group
Nebraska
$375K – – –
NPF
1134
Norris Perne & French
Michigan
$375K – – –
KS
1135
Karpas Strategies
Connecticut
$372K – – –
DLA
1136
Douglas Lane & Associates
New York
$372K +$11.4K +123 +3%
MIC
1137
Means Investment Company
Maine
$370K -$3.52K -38 -0.9%
PFBT
1138
Parkside Financial Bank & Trust
Missouri
$370K +$107K +1,153 +40%
RF
1139
Rollins Financial
Georgia
$370K +$374K +4,040 New
ST
1140
Sabal Trust
Florida
$369K -$6.84K -74 -2%
PWSG
1141
Pacific Wealth Strategies Group
California
$366K -$642K -6,936 -63%
CB
1142
Cadence Bank
Mississippi
$365K -$56.7K -613 -13%
RG
1143
Rikoon Group
New Mexico
$365K -$19K -205 -5%
BOM
1144
Bank of Marin
California
$365K – – –
MAM
1145
Meeder Asset Management
Ohio
$365K +$143K +1,542 +63%
RB
1146
Renasant Bank
Mississippi
$365K +$369K +3,990 New
FBT
1147
First Bankers Trust
Kentucky
$364K -$10.3K -111 -3%
ADL
1148
Asset Dedication LLC
California
$364K +$5.18K +56 +1%
AWAP
1149
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$363K +$366K +3,961 New
MW
1150
Marcum Wealth
Ohio
$362K +$39.2K +424 +12%
44 45
46
47 48