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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1251
Busey Bank
Illinois
$683K +$83.8K +686 +13%
FCH
1252
Freestone Capital Holdings
Washington
$677K +$166K +1,362 +31%
CNBOF
1253
City National Bank of Florida
Florida
$677K +$72.4K +593 +11%
HNWAG
1254
High Net Worth Advisory Group
Florida
$676K -$106K -870 -13%
GWAG
1255
Garrett Wealth Advisory Group
Texas
$676K +$5.86K +48 +0.8%
VSQM
1256
V-Square Quantitative Management
Illinois
$674K +$703K +5,753 New
WSC
1257
Wellington Shields & Co
New York
$674K -$10K -82 -1%
TC
1258
Tannin Capital
North Carolina
$673K +$701K +5,744 New
MMG
1259
Monetary Management Group
Missouri
$672K – – –
EB
1260
Eastern Bank
Massachusetts
$671K – – –
VIPI
1261
Vista Investment Partners II
Indiana
$670K -$6.35K -52 -0.9%
SS
1262
SBI Securities
Japan
$667K -$3.42K -28 -0.5%
KCIC
1263
Kuhn & Co Investment Counsel
Illinois
$665K +$3.79K +31 +0.5%
SWM
1264
Silverlake Wealth Management
Vermont
$665K +$21.9K +179 +3%
IBOK
1265
Independence Bank of Kentucky
Kentucky
$665K +$3.42K +28 +0.5%
JIC
1266
Joel Isaacson & Co
New York
$664K +$114K +930 +20%
BHWM
1267
Bar Harbor Wealth Management
New Hampshire
$662K -$74.5K -610 -10%
CWS
1268
Cypress Wealth Services
California
$662K +$73.1K +599 +12%
ATS
1269
Ashton Thomas Securities
New York
$660K -$9.4K -77 -1%
RC
1270
Rithm Capital
New York
$656K +$73.3K +600 +12%
GIA
1271
Guyasuta Investment Advisors
Pennsylvania
$655K -$16.7K -137 -2%
ST
1272
Spinnaker Trust
Maine
$651K – – –
PVM
1273
Palogic Value Management
Texas
$649K – – –
AC
1274
Apella Capital
Connecticut
$646K +$18.4K +151 +3%
EGA
1275
E&G Advisors
Texas
$645K -$24.4K -200 -4%
49 50
51
52 53