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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
1226
Greatmark Investment Partners
Georgia
$445K – – –
PSFG
1227
Prairie Sky Financial Group
Illinois
$444K – – –
SC
1228
Syon Capital
California
$444K -$338K -3,562 -44%
BHPW
1229
Beverly Hills Private Wealth
California
$443K -$31.6K -333 -7%
TIA
1230
Traphagen Investment Advisors
New Jersey
$442K -$9.68K -102 -2%
FA
1231
FDx Advisors
Illinois
$442K -$311K -3,276 -42%
SWM
1232
Silverlake Wealth Management
Vermont
$442K -$25.7K -271 -6%
TIA
1233
Tiemann Investment Advisors
California
$439K +$14.2K +150 +3%
CAM
1234
Campion Asset Management
Virginia
$439K – – –
BHBT
1235
Burke & Herbert Bank & Trust
Virginia
$437K -$47.6K -502 -10%
TWM
1236
Trueblood Wealth Management
Ohio
$437K +$9.49K +100 +2%
BHWM
1237
Bar Harbor Wealth Management
New Hampshire
$436K +$72.7K +766 +20%
AL
1238
Aspiriant LLC
California
$435K +$34.6K +365 +9%
AC
1239
ASB Consultores
Florida
$434K +$220K +2,323 +107%
SGK
1240
Steigerwald Gordon & Koch
Virginia
$433K -$6.26K -66 -1%
EWA
1241
ERTS Wealth Advisors
Michigan
$433K -$12.4K -131 -3%
ORC
1242
O'Rourke & Company
Massachusetts
$433K +$9.49K +100 +2%
MA
1243
MBA Advisors
Pennsylvania
$433K +$28.3K +298 +7%
AWM
1244
Accurate Wealth Management
Florida
$432K -$26.3K -277 -6%
ILI
1245
Invesco LLC (Illinois)
Illinois
$431K -$78K -822 -16%
SAM
1246
SignalPoint Asset Management
Missouri
$430K +$95 +1 +0%
WEG
1247
World Equity Group
Illinois
$428K -$21.4K -226 -5%
OL
1248
Optas LLC
Texas
$427K -$123K -1,293 -23%
BFIM
1249
Beese Fulmer Investment Management
Ohio
$427K -$39.8K -419 -9%
EWM
1250
Empirical Wealth Management
Washington
$426K -$169K -1,777 -29%
48 49
50
51 52