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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1376
Clearstead Trust
Maine
$339K -$94.5K -996 -22%
PIAS
1377
PCA Investment Advisory Services
Ohio
$337K +$55K +580 +20%
DSC
1378
Duncker Streett & Co
Missouri
$335K -$80.9K -853 -20%
NRC
1379
New Republic Capital
North Carolina
$335K -$36.9K -389 -10%
MA
1380
MKT Advisors
California
$335K -$22K -232 -6%
CG
1381
CFO4Life Group
Texas
$335K +$3.79K +40 +1%
FRA
1382
Front Row Advisors
California
$334K +$3.98K +42 +1%
FWCM
1383
Ferguson Wellman Capital Management
Oregon
$332K -$31.8K -335 -9%
MCCP
1384
Mission Creek Capital Partners
California
$332K +$326K +3,434 New
CIM
1385
CIM Investment Management
Pennsylvania
$331K – – –
CIG
1386
Cascade Investment Group
Colorado
$329K – – –
BMC
1387
Beaton Management Company
Massachusetts
$329K +$95 +1 +0%
SIA
1388
Strategic Investment Advisors
Michigan
$328K +$26.9K +284 +9%
SFP
1389
Sandbox Financial Partners
Maryland
$328K +$4.17K +44 +1%
FBT
1390
First Bankers Trust
Kentucky
$328K +$10.3K +109 +3%
AC
1391
Avestar Capital
New York
$328K +$55.2K +582 +21%
TCA
1392
Transcend Capital Advisors
New Jersey
$327K +$12.3K +130 +4%
DJSG
1393
D.J. St. Germain
Massachusetts
$326K -$66.3K -699 -17%
PWLP
1394
Prio Wealth Limited Partnership
Massachusetts
$326K -$3.6K -38 -1%
OFS
1395
OMC Financial Services
New York
$325K +$319K +3,363 New
MCM
1396
Marathon Capital Management
Maryland
$324K – – –
MAM
1397
MWA Asset Management
Massachusetts
$323K -$136K -1,435 -30%
WMA
1398
West Michigan Advisors
Michigan
$322K +$21.6K +228 +7%
GP
1399
Greenline Partners
New York
$320K -$48.5K -511 -13%
CAM
1400
Cozad Asset Management
Illinois
$320K -$664 -7 -0.2%
54 55
56
57 58