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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1201
YHB Investment Advisors
Connecticut
$354K -$27.6K -275 -7%
WHG
1202
Westwood Holdings Group
Texas
$354K – – –
JFGIW
1203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$352K -$322K -3,201 -47%
BC
1204
Burney Company
Virginia
$351K -$45.9K -457 -11%
FMP
1205
Financial Management Professionals
Texas
$350K -$11.2K -111 -3%
RWA
1206
River Wealth Advisors
Pennsylvania
$349K -$16.2K -161 -4%
EIA
1207
Edgemoor Investment Advisors
Maryland
$348K – – –
LSAG
1208
Lake Street Advisors Group
New Hampshire
$348K +$3.31K +33 +1%
MA
1209
MCF Advisors
Kentucky
$346K +$100K +999 +40%
MSWMA
1210
Market Street Wealth Management Advisors
Indiana
$345K – – –
RB
1211
Renasant Bank
Mississippi
$345K +$1.21K +12 +0.3%
BBNB
1212
Baker Boyer National Bank
Washington
$345K +$323K +3,216 New
CA
1213
Claro Advisors
Massachusetts
$344K +$4.92K +49 +1%
WG
1214
Watchman Group
Texas
$342K -$73.6K -733 -17%
HCP
1215
Hexagon Capital Partners
Arkansas
$342K +$100 +1 +0%
WAM
1216
Weatherly Asset Management
California
$342K +$1.1K +11 +0.3%
HIM
1217
Hotaling Investment Management
Pennsylvania
$341K – – –
BCM
1218
Boltwood Capital Management
California
$340K – – –
DBT
1219
Dubuque Bank & Trust
Iowa
$337K -$15.1K -150 -4%
JPMIA
1220
J.P. Marvel Investment Advisors
Massachusetts
$337K – – –
CG
1221
Caprock Group
Idaho
$336K +$342K +3,406 New
MP
1222
McDonald Partners
Ohio
$335K +$126K +1,252 +58%
P
1223
Pitcairn
Pennsylvania
$333K -$1.51K -15 -0.4%
FA
1224
Fagan Associates
New York
$333K – – –
MAG
1225
Mayfair Advisory Group
Alabama
$333K – – –
47 48
49
50 51