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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
1401
Washington Trust Bank
Washington
$218K – – –
DFA
1402
Delta Financial Advisors
Louisiana
$217K -$528K -5,784 -62%
SFO
1403
Stokes Family Office
Louisiana
$217K -$2.1K -23 -1%
COF
1404
Capital One Financial
Virginia
$216K -$26.5K -290 -11%
LCM
1405
Liberty Capital Management
Michigan
$216K – – –
PCAP
1406
Pratt Collard Advisory Partners
New York
$216K – – –
RHFI
1407
Reilly Herbert Faulkner III
$216K +$4.56K +50 +2%
TH
1408
TCTC Holdings
Texas
$215K +$57.3K +628 +39%
SAM
1409
Summit Asset Management
Tennessee
$215K +$203K +2,225 New
CA
1410
Capital Advantage
California
$214K +$202K +2,212 New
MPCG
1411
Matrix Private Capital Group
New York
$213K – – –
PWM
1412
Provident Wealth Management
Tennessee
$213K – – –
CA
1413
Clearstead Advisors
Ohio
$213K +$6.3K +69 +3%
W
1414
WealthOne
New York
$213K +$201K +2,203 New
WP
1415
WMS Partners
Maryland
$212K -$28.2K -309 -12%
LRPA
1416
L. Roy Papp & Associates
Arizona
$212K -$11.9K -130 -6%
LWP
1417
Lumature Wealth Partners
Georgia
$212K +$200K +2,194 New
CAM
1418
Cubic Asset Management
Massachusetts
$212K +$201K +2,200 New
WPA
1419
West Paces Advisors
Georgia
$211K +$85.2K +933 +74%
CCA
1420
Column Capital Advisors
Indiana
$211K – – –
BC
1421
Barnett & Company
Tennessee
$210K -$145K -1,585 -42%
AWS
1422
Arkfeld Wealth Strategies
Nebraska
$210K +$196K +2,148 New
IFAM
1423
Institutional & Family Asset Management
Colorado
$209K – – –
DAC
1424
Dividend Assets Capital
South Carolina
$209K +$4.56K +50 +2%
PWAG
1425
Polaris Wealth Advisory Group
California
$209K +$196K +2,144 New
55 56
57
58 59