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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
1226
United Bank (Georgia)
Georgia
$714K -$6.59K -54 -0.9%
CC
1227
Corsicana & Co
Texas
$713K – – –
MNBTD
1228
Moody National Bank Trust Division
Texas
$712K +$40.5K +332 +6%
RC
1229
Roundview Capital
New Jersey
$710K +$140K +1,146 +23%
MSS
1230
Mitchell Sinkler & Starr
Pennsylvania
$709K – – –
CAM
1231
Cidel Asset Management
Ontario, Canada
$709K – – –
AWMM
1232
Aegis Wealth Management (Maryland)
Maryland
$708K – – –
BONH
1233
Bank of New Hampshire
New Hampshire
$707K – – –
PA
1234
Procyon Advisors
Connecticut
$707K -$286K -2,342 -28%
MFGM
1235
Marshall Financial Group (Maryland)
Maryland
$706K -$67.7K -554 -8%
WPC
1236
Waters Parkerson & Co
Louisiana
$706K – – –
WMA
1237
Wealth Management Associates
New Jersey
$705K – – –
SACTSONJ
1238
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$703K – – –
AWS
1239
Aspen Wealth Strategies
Colorado
$700K +$366 +3 +0.1%
PSB
1240
Passumpsic Savings Bank
Vermont
$698K +$727K +5,955 New
SC
1241
Steph & Co
Wisconsin
$697K -$98.3K -805 -12%
FB
1242
Finward Bancorp
Indiana
$697K -$12.8K -105 -2%
ZIM
1243
Zacks Investment Management
Illinois
$693K -$175K -1,431 -19%
NAS
1244
NWF Advisory Services
California
$688K -$14.9K -122 -2%
NFG
1245
Nations Financial Group
Iowa
$688K -$5.25K -43 -0.7%
MO
1246
McMillan Office
Michigan
$687K +$716K +5,865 New
GEA
1247
Glen Eagle Advisors
New Jersey
$687K -$14K -115 -2%
CCM
1248
CFO Capital Management
Connecticut
$685K +$714K +5,843 New
JWA
1249
JFS Wealth Advisors
Pennsylvania
$684K +$49.9K +409 +8%
CA
1250
Cornerstone Advisory
Maryland
$683K +$1.95K +16 +0.3%
48 49
50
51 52