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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
1226
First Citizens Financial Corp
Iowa
$409K -$17.7K -175 -4%
AHC
1227
Adell Harriman & Carpenter
Texas
$406K +$56.1K +553 +17%
PK
1228
Pflug Koory
Nebraska
$406K – – –
SC
1229
Steph & Co
Wisconsin
$406K +$11.9K +117 +3%
WTA
1230
Washington Trust Advisors
Massachusetts
$406K +$392K +3,871 New
LBC
1231
Lowe Brockenbrough & Co
Virginia
$406K +$393K +3,874 New
NCM
1232
NCM Capital Management
New Jersey
$405K +$391K +3,860 New
BWA
1233
BDO Wealth Advisors
Florida
$404K +$17.2K +170 +5%
GIP
1234
Greatmark Investment Partners
Georgia
$401K – – –
BWM
1235
BCS Wealth Management
Tennessee
$400K +$387K +3,813 New
FBT
1236
First Bankers Trust
Kentucky
$399K -$2.53K -25 -0.7%
TFP
1237
Tilia Fiduciary Partners
North Carolina
$398K +$385K +3,796 New
CFS
1238
CRA Financial Services
New Jersey
$396K +$101 +1 +0%
ACG
1239
Allen Capital Group
Nebraska
$395K +$13.3K +131 +4%
ADL
1240
Asset Dedication LLC
California
$393K -$6.79K -67 -2%
RWA
1241
River Wealth Advisors
Pennsylvania
$393K +$20.1K +198 +6%
ACS
1242
Archford Capital Strategies
Illinois
$393K +$120K +1,180 +46%
OPCM
1243
Osborne Partners Capital Management
California
$391K -$16K -158 -4%
RMAM
1244
Raab & Moskowitz Asset Management
New Jersey
$391K – – –
PIA
1245
Pinion Investment Advisors
Kansas
$390K -$27.4K -270 -7%
KWMG
1246
King Wealth Management Group
Florida
$390K +$101 +1 +0%
SIC
1247
Sigma Investment Counselors
Michigan
$389K -$5.17K -51 -1%
RMDI
1248
R.M. Davis Inc
Maine
$388K – – –
PWSG
1249
Pacific Wealth Strategies Group
California
$387K – – –
FMWA
1250
Forvis Mazars Wealth Advisors
Missouri
$387K +$21.9K +216 +6%
48 49
50
51 52