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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1501
Teamwork Financial Advisors
Texas
$218K +$230K +2,435 New
BST
1502
Bath Savings Trust
Maine
$218K -$4.25K -45 -2%
SCI
1503
S&CO Inc
Massachusetts
$218K – – –
BIM
1504
Bridges Investment Management
Nebraska
$218K – – –
SRC
1505
Sage Rhino Capital
California
$218K -$40.9K -433 -15%
SA
1506
Shilanski & Associates
Alaska
$217K +$849 +9 +0.4%
AFGAS
1507
Allegiance Financial Group Advisory Services
Virginia
$217K +$94 +1 +0%
AFM
1508
Armstrong Fleming & Moore
District of Columbia
$217K +$228K +2,417 New
RCWM
1509
Royal Capital Wealth Management
Indiana
$217K – – –
RC
1510
Roundview Capital
New Jersey
$216K +$3.21K +34 +1%
PGF
1511
Plan Group Financial
Oklahoma
$216K +$224K +2,373 New
IP
1512
Ignite Planners
California
$216K -$4.91K -52 -2%
SCA
1513
Southern Capital Advisors
Tennessee
$216K +$6.98K +74 +3%
LA
1514
LexAurum Advisors
Kansas
$215K -$5.38K -57 -2%
BCM
1515
Boltwood Capital Management
California
$215K – – –
PMAM
1516
Penn Mutual Asset Management
Pennsylvania
$215K +$227K +2,400 New
DBT
1517
Dubuque Bank & Trust
Iowa
$215K -$66.1K -700 -23%
AL
1518
ADE LLC
Maryland
$215K +$226K +2,396 New
B
1519
Bridgeworth
Alabama
$215K -$16.6K -176 -7%
CBT
1520
CoreFirst Bank & Trust
Kansas
$215K -$14.2K -150 -6%
FMTCOCP
1521
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$214K +$94.4K +1,000 +72%
CA
1522
CapWealth Advisors
Tennessee
$214K +$1.23K +13 +0.5%
SRSA
1523
S.R. Schill & Associates
Washington
$213K – – –
RA
1524
Rational Advisors
New York
$213K +$224K +2,375 New
TI
1525
tru Independence
Oregon
$213K +$2.27K +24 +1%
59 60
61
62 63