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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1201
Capstone Financial Advisors
Illinois
$253K – – –
FA
1202
FMA Advisory
Pennsylvania
$253K +$1.01K +11 +0.4%
DBT
1203
Dubuque Bank & Trust
Iowa
$253K +$20.3K +221 +8%
SBSB
1204
Sullivan, Bruyette, Speros & Blaney
Virginia
$253K +$26.5K +289 +10%
TC
1205
Tatro Capital
Kentucky
$253K +$79.5K +865 +38%
MCM
1206
McRae Capital Management
New Jersey
$252K – – –
PFBT
1207
Parkside Financial Bank & Trust
Missouri
$251K -$37.4K -407 -12%
FA
1208
Fagan Associates
New York
$251K +$36.6K +398 +15%
BMC
1209
Beaton Management Company
Massachusetts
$250K -$4.59K -50 -2%
AA
1210
Apriem Advisors
California
$249K -$11.5K -125 -4%
GCA
1211
Greenwood Capital Associates
South Carolina
$249K +$74.8K +814 +36%
FM
1212
Family Management
New York
$248K -$22.8K -248 -7%
FAIM
1213
Financial Advocates Investment Management
Washington
$248K -$12.1K -132 -4%
MWM
1214
Minot Wealth Management
Massachusetts
$248K -$1.29K -14 -0.5%
CST
1215
Charles Schwab Trust
Nevada
$248K +$282K +3,072 New
OSNBOA
1216
Old Second National Bank of Aurora
Illinois
$247K +$4.59K +50 +2%
PA
1217
Procyon Advisors
Connecticut
$247K +$71.7K +781 +34%
ACM
1218
AlphaStar Capital Management
North Carolina
$246K -$306K -3,333 -54%
IAMOG
1219
Investors Asset Management of Georgia
Georgia
$246K -$64.8K -706 -19%
MAM
1220
Morse Asset Management
Connecticut
$243K – – –
HWMG
1221
Hurlow Wealth Management Group
Indiana
$242K – – –
WBC
1222
West Branch Capital
Massachusetts
$242K +$33.7K +367 +14%
MPI
1223
Mairs & Power Inc
Minnesota
$241K – – –
FC
1224
Fusion Capital
South Carolina
$241K +$11.9K +130 +5%
QI
1225
Qtron Investments
Massachusetts
$241K +$274K +2,980 New
47 48
49
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