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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1226
Washington Trust Advisors
Massachusetts
$415K – – –
ATC
1227
Adirondack Trust Company
New York
$414K +$41.8K +380 +11%
FIBT
1228
First International Bank & Trust
North Dakota
$412K +$68.4K +622 +19%
WP
1229
WealthSource Partners
California
$411K -$24.2K -220 -5%
PWMAG
1230
Pinnacle Wealth Management Advisory Group
New Jersey
$408K +$68.5K +623 +20%
DG
1231
DMC Group
Alabama
$408K +$78.6K +715 +23%
GP
1232
Girard Partners
Pennsylvania
$405K -$77K -700 -16%
KWMG
1233
King Wealth Management Group
Florida
$405K +$6.27K +57 +2%
BWA
1234
BDO Wealth Advisors
Florida
$404K – – –
RT
1235
Rockland Trust
Massachusetts
$404K +$53.9K +490 +15%
RMAM
1236
Raab & Moskowitz Asset Management
New Jersey
$402K – – –
TFP
1237
Tilia Fiduciary Partners
North Carolina
$401K -$24.6K -224 -6%
DA
1238
Detalus Advisors
Missouri
$394K -$275K -2,498 -40%
PG
1239
Pendal Group
Australia
$393K -$631K -5,740 -61%
FHA
1240
Flagship Harbor Advisors
Massachusetts
$393K -$36.5K -332 -8%
TC
1241
Truvestments Capital
Florida
$393K +$2.2K +20 +0.5%
SN
1242
Sittner & Nelson
Oregon
$393K +$27.6K +251 +7%
WA1
1243
Wimmer Associates 1
California
$392K – – –
DW
1244
Domani Wealth
Pennsylvania
$391K -$44K -400 -10%
CWS
1245
Cypress Wealth Services
California
$388K +$77.2K +702 +24%
IPW
1246
IronBridge Private Wealth
Texas
$387K – – –
FVWA
1247
Foster Victor Wealth Advisors
South Carolina
$387K +$43.7K +397 +12%
WCA
1248
Westover Capital Advisors
Delaware
$386K -$10.3K -94 -3%
AL
1249
Aspiriant LLC
California
$385K -$8.36K -76 -2%
UAS
1250
United Asset Strategies
New York
$385K +$5.17K +47 +1%
48 49
50
51 52