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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
1501
S.R. Schill & Associates
Washington
$229K -$2.27K -23 -1%
CPWA
1502
Cerro Pacific Wealth Advisors
California
$229K -$389K -3,938 -62%
CA
1503
CapWealth Advisors
Tennessee
$228K -$6.42K -65 -3%
FMTC
1504
Farmers & Merchants Trust Company
California
$228K -$9.88K -100 -4%
NAG
1505
Northstar Advisory Group
New Jersey
$228K -$47.6K -482 -17%
GCP
1506
Garda Capital Partners
Minnesota
$228K +$233K +2,360 New
C
1507
Certuity
Florida
$228K -$99 -1 -0%
VSQM
1508
V-Square Quantitative Management
Illinois
$227K +$233K +2,357 New
GIA
1509
GHP Investment Advisors
Colorado
$227K -$7.51K -76 -3%
GA
1510
Greytown Advisors
Florida
$227K -$9.88K -100 -4%
AC
1511
Allstate Corporation
Illinois
$227K -$520K -5,261 -69%
MRCM
1512
M&R Capital Management
New Jersey
$226K -$19.8K -200 -8%
TI
1513
tru Independence
Oregon
$226K +$9.68K +98 +4%
MCP
1514
Mirador Capital Partners
California
$226K -$107K -1,086 -32%
FNT
1515
First Nebraska Trust
Nebraska
$226K +$231K +2,340 New
AWAU
1516
Alliance Wealth Advisors (Utah)
Utah
$225K +$29.3K +297 +15%
SHFA
1517
SC&H Financial Advisors
Maryland
$225K +$5.53K +56 +2%
SCA
1518
Southern Capital Advisors
Tennessee
$225K +$230K +2,329 New
SWA
1519
SFMG Wealth Advisors
Texas
$224K -$52K -526 -18%
BSSFA
1520
Baron Silver Stevens Financial Advisors
Florida
$223K – – –
VCP
1521
Verus Capital Partners
Arizona
$223K -$30.5K -309 -12%
BCCM
1522
Bridge Creek Capital Management
Massachusetts
$223K – – –
MCM
1523
MV Capital Management
Maryland
$223K +$25.1K +254 +12%
LCM
1524
LCM Capital Management
Illinois
$222K +$99 +1 +0%
STA
1525
Summit Trail Advisors
New York
$222K +$20.2K +204 +10%
59 60
61
62 63