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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
1201
WhitTier Trust Company
Nevada
$628K +$123K +1,082 +23%
PSB
1202
Passumpsic Savings Bank
Vermont
$627K +$8.95K +79 +1%
AWMM
1203
Aegis Wealth Management (Maryland)
Maryland
$625K +$657K +5,803 New
GBT
1204
Grove Bank & Trust
Florida
$625K +$32.9K +290 +5%
GEA
1205
Glen Eagle Advisors
New Jersey
$624K +$4.08K +36 +0.6%
TW
1206
Transform Wealth
Colorado
$621K +$216K +1,904 +49%
IBOK
1207
Independence Bank of Kentucky
Kentucky
$621K -$566 -5 -0.1%
CC
1208
Centiva Capital
New York
$620K -$1.57M -13,863 -71%
GIA
1209
Gateway Investment Advisers
Ohio
$618K +$142K +1,256 +28%
GIM
1210
Groesbeck Investment Management
New Jersey
$618K +$649K +5,733 New
MMG
1211
Monetary Management Group
Missouri
$618K – – –
VVP
1212
Venture Visionary Partners
Ohio
$617K -$13K -115 -2%
DWT
1213
Dorsey & Whitney Trust
South Dakota
$616K -$197K -1,735 -23%
CAM
1214
Centre Asset Management
New York
$616K +$46.2K +408 +8%
VV
1215
Verity & Verity
South Carolina
$616K +$648K +5,716 New
EGA
1216
E&G Advisors
Texas
$614K +$22.7K +200 +4%
MNBTD
1217
Moody National Bank Trust Division
Texas
$614K +$28.9K +255 +5%
CAL
1218
Capital Analysts LLC
Pennsylvania
$612K +$93K +821 +17%
NP
1219
Nilsine Partners
Colorado
$612K -$77.6K -685 -11%
KCIC
1220
Kuhn & Co Investment Counsel
Illinois
$612K – – –
BWM
1221
BCGM Wealth Management
Indiana
$608K -$14.5K -128 -2%
NFG
1222
Nations Financial Group
Iowa
$607K -$18.2K -161 -3%
IAS
1223
Investment Advisory Services
Texas
$607K – – –
WSC
1224
Wellington Shields & Co
New York
$607K – – –
FFBTD
1225
First Financial Bank - Trust Division
Ohio
$605K +$81.8K +722 +15%
47 48
49
50 51