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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1126
Wilkins Investment Counsel
Massachusetts
$398K -$53.5K -586 -12%
MIC
1127
Means Investment Company
Maine
$398K +$2.92K +32 +0.8%
FAT
1128
First American Trust
California
$397K -$22.5K -247 -6%
CF
1129
Clarity Financial
Texas
$397K +$32.9K +360 +10%
CG
1130
CFO4Life Group
Texas
$394K -$38.6K -423 -9%
KS
1131
Karpas Strategies
Connecticut
$393K – – –
WP
1132
WealthSource Partners
California
$391K +$135K +1,484 +58%
IC
1133
IEQ Capital
California
$389K +$367K +4,026 New
BC
1134
Burney Company
Virginia
$388K -$12.1K -133 -3%
YIA
1135
YHB Investment Advisors
Connecticut
$388K -$6.3K -69 -2%
TI
1136
Tidal Investments
Wisconsin
$388K +$87.6K +960 +31%
P
1137
&Partners
Tennessee
$387K +$10.8K +118 +3%
MWM
1138
Minot Wealth Management
Massachusetts
$387K +$12.6K +138 +4%
OPCM
1139
Osborne Partners Capital Management
California
$386K -$148K -1,618 -29%
BUB
1140
BBVA USA Bancshares
Texas
$386K -$77.2K -846 -17%
RG
1141
Rikoon Group
New Mexico
$385K +$274 +3 +0.1%
PIA
1142
Pinion Investment Advisors
Kansas
$385K +$14.5K +159 +4%
WHRC
1143
W.H. Reaves & Co
New Jersey
$384K +$43.9K +481 +14%
CA
1144
CGN Advisors
Kansas
$384K +$50.3K +551 +16%
ACG
1145
Allen Capital Group
Nebraska
$383K -$11.2K -123 -3%
CAAS
1146
Capital Asset Advisory Services
Michigan
$382K +$32.2K +353 +10%
TIA
1147
Traphagen Investment Advisors
New Jersey
$382K +$81.7K +895 +48%
BHWM
1148
Bar Harbor Wealth Management
New Hampshire
$381K – – –
PWLP
1149
Prio Wealth Limited Partnership
Massachusetts
$381K – – –
AIP
1150
Almanack Investment Partners
Pennsylvania
$381K +$360K +3,945 New
44 45
46
47 48