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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1301
FLC Capital Advisors
California
$374K +$92.9K +1,021 +36%
VP
1302
Verum Partners
North Carolina
$372K +$10.5K +115 +3%
GP
1303
Greenline Partners
New York
$371K – – –
MA
1304
MKT Advisors
California
$369K +$3.46K +38 +1%
NCM
1305
NCM Capital Management
New Jersey
$368K -$9.1K -100 -3%
RB
1306
Renasant Bank
Mississippi
$368K +$12K +132 +4%
GL
1307
Graypoint LLC
New York
$367K -$141K -1,546 -29%
CG
1308
Caprock Group
Idaho
$367K +$127K +1,395 +58%
FCFC
1309
First Citizens Financial Corp
Iowa
$366K -$3K -33 -0.9%
FWCM
1310
Ferguson Wellman Capital Management
Oregon
$366K +$343K +3,773 New
AAIS
1311
ABN AMRO Investment Solutions
$364K -$27.4K -301 -7%
BFAG
1312
Blackston Financial Advisory Group
Florida
$364K -$19.3K -212 -5%
BHWM
1313
Bar Harbor Wealth Management
New Hampshire
$363K +$95.6K +1,051 +39%
HAIM
1314
Hunter Associates Investment Management
Pennsylvania
$362K -$49.9K -549 -13%
AIP
1315
Almanack Investment Partners
Pennsylvania
$362K – – –
AC
1316
AlphaCore Capital
California
$361K -$56.5K -621 -14%
AWM
1317
Accel Wealth Management
Iowa
$361K -$1.46K -16 -0.4%
SIMG
1318
Sonora Investment Management Group
Arizona
$358K +$55.5K +610 +20%
SS
1319
Sunbelt Securities
Texas
$357K -$101K -1,112 -23%
JC
1320
JB Capital
Connecticut
$356K +$43.4K +477 +15%
BC
1321
Broadwater Capital
Massachusetts
$356K +$333K +3,666 New
EP
1322
Eudaimonia Partners
Tennessee
$355K -$743K -8,170 -69%
DWM
1323
Darwin Wealth Management
Florida
$354K – – –
IPW
1324
IronBridge Private Wealth
Texas
$354K +$3.27K +36 +1%
KI
1325
Kapitalo Investimentos
Brazil
$354K +$332K +3,647 New
51 52
53
54 55