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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
1326
Citizens Business Bank
California
$557K +$330K +2,898 +174%
ABC
1327
Associated Banc-Corp
Wisconsin
$556K -$33.4K -293 -6%
DAM
1328
Doheny Asset Management
California
$555K – – –
DWM
1329
Diversify Wealth Management
Utah
$555K -$57.6K -505 -10%
CA
1330
Calton & Associates
Florida
$554K +$518K +4,546 New
ORC
1331
O'Rourke & Company
Massachusetts
$552K +$1.48K +13 +0.3%
SL
1332
Salomon & Ludwin
Virginia
$552K – – –
VWM
1333
Venturi Wealth Management
Texas
$549K +$37.2K +326 +8%
SWA
1334
Strategies Wealth Advisors
Michigan
$549K +$159K +1,397 +45%
AIC
1335
Argus Investors Counsel
New York
$548K +$17.3K +152 +4%
TGAM
1336
TBH Global Asset Management
Tennessee
$547K +$3.76K +33 +0.7%
W
1337
Wealthquest
Ohio
$547K -$8.32K -73 -2%
DLA
1338
Douglas Lane & Associates
New York
$547K +$83.9K +736 +20%
FLPIM
1339
F.L. Putnam Investment Management
Massachusetts
$546K -$26.2K -230 -5%
LWM
1340
Level Wealth Management
North Carolina
$546K -$60.5K -531 -11%
HFAS
1341
Hummer Financial Advisory Services
Illinois
$546K – – –
AWM
1342
Aprio Wealth Management
Georgia
$545K +$78.2K +686 +18%
VV
1343
Verity & Verity
South Carolina
$544K -$143K -1,256 -22%
HW
1344
Hancock Whitney
Mississippi
$541K +$7.75K +68 +2%
JIC
1345
Joel Isaacson & Co
New York
$540K +$94.7K +831 +23%
AC
1346
AlphaCore Capital
California
$538K +$74.9K +657 +17%
QIM
1347
Quantitative Investment Management
Virginia
$538K -$4.25M -37,284 -89%
ALAM
1348
Asahi Life Asset Management
Japan
$534K +$499K +4,375 New
MCM
1349
McDonough Capital Management
Florida
$533K -$21.8K -191 -4%
HCM
1350
Hodges Capital Management
Texas
$533K -$5.7K -50 -1%
52 53
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