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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DG
1326
DMC Group
Alabama
$348K +$10.9K +105 +4%
SIC
1327
Sterling Investment Counsel
New York
$347K +$33.2K +320 +11%
JWBC
1328
J.W. Burns & Co
New York
$346K – – –
LBA
1329
Letko, Brosseau & Associates
Quebec, Canada
$346K – – –
AF
1330
Advisornet Financial
Minnesota
$345K -$88.6K -853 -22%
OWA
1331
Octavia Wealth Advisors
Ohio
$344K -$96.1K -925 -23%
AFG
1332
Allegheny Financial Group
Pennsylvania
$344K -$20.8K -200 -6%
SAM
1333
Summit Asset Management
Tennessee
$343K – – –
LIA
1334
LSP Investment Advisors
New York
$342K – – –
BBNB
1335
Baker Boyer National Bank
Washington
$341K -$114K -1,100 -26%
SFG
1336
StrategIQ Financial Group
Indiana
$340K -$31.2K -300 -9%
BCAM
1337
Boston Common Asset Management
Massachusetts
$339K -$30.1K -290 -9%
XT
1338
XTX Topco
Cayman Islands
$339K +$315K +3,035 New
SHFA
1339
SC&H Financial Advisors
Maryland
$338K – – –
RPWA
1340
Regent Peak Wealth Advisors
Georgia
$337K +$6.54K +63 +2%
OSNBOA
1341
Old Second National Bank of Aurora
Illinois
$337K +$13.1K +126 +4%
P
1342
Pitcairn
Pennsylvania
$336K -$17.1K -165 -5%
YIA
1343
YHB Investment Advisors
Connecticut
$336K -$14.9K -143 -5%
SIG
1344
Spinnaker Investment Group
California
$334K – – –
FA
1345
Fagan Associates
New York
$333K – – –
LAS
1346
Lloyd Advisory Services
Georgia
$328K +$831 +8 +0.3%
FAG
1347
Fortitude Advisory Group
Washington
$328K +$11.9K +115 +4%
CA
1348
Clearstead Advisors
Ohio
$328K +$24.9K +240 +9%
CC
1349
Cadinha & Co
Hawaii
$328K +$27.1K +261 +10%
CSIA
1350
Carl Stuart Investment Advisor
Texas
$328K +$30.5K +294 New
52 53
54
55 56