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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1176
Hills Bank & Trust
Iowa
$651K – – –
WPC
1177
Waters Parkerson & Co
Louisiana
$649K -$14.2K -125 -2%
LF
1178
Lantz Financial
Illinois
$648K +$12K +106 +2%
SACTSONJ
1179
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$646K – – –
CSIC
1180
Clifford Swan Investment Counsel
California
$645K – – –
MG
1181
Mather Group
Illinois
$644K +$102K +899 +18%
SWM
1182
SeaCrest Wealth Management
New York
$644K +$15.4K +136 +2%
GIA
1183
Gladstone Institutional Advisory
Florida
$643K -$9.18K -81 -1%
NAS
1184
NWF Advisory Services
California
$643K +$676K +5,967 New
NW
1185
NewEdge Wealth
Pennsylvania
$641K +$17.7K +156 +3%
P
1186
Pitcairn
Pennsylvania
$641K -$7.7K -68 -1%
EB
1187
Eastern Bank
Massachusetts
$641K +$75.4K +666 +13%
SWM
1188
Silverlake Wealth Management
Vermont
$641K +$340 +3 +0.1%
AF
1189
Advisornet Financial
Minnesota
$640K +$78.5K +693 +13%
AFP
1190
Ausdal Financial Partners
Iowa
$640K +$25.7K +227 +4%
CI
1191
CX Institutional
Indiana
$637K +$276K +2,440 +70%
PA
1192
Persium Advisors
Georgia
$637K +$670K +5,914 New
CT
1193
Chicago Trust
Illinois
$637K +$178K +1,575 +36%
AWS
1194
Aspen Wealth Strategies
Colorado
$636K +$64.3K +568 +11%
CPSAC
1195
Chas P. Smith & Associates (CPS)
Florida
$635K +$113 +1 +0%
LFA
1196
Legacy Financial Advisors
Kentucky
$634K -$2.94K -26 -0.4%
MSFS
1197
Main Street Financial Solutions
Pennsylvania
$634K +$134K +1,184 +25%
GIA
1198
Guyasuta Investment Advisors
Pennsylvania
$632K – – –
UBG
1199
United Bank (Georgia)
Georgia
$631K +$124K +1,097 +23%
BONH
1200
Bank of New Hampshire
New Hampshire
$630K – – –
46 47
48
49 50