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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1551
Cozad Asset Management
Illinois
$262K -$69.3K -693 -21%
GAM
1552
Griffin Asset Management
New York
$262K +$1.3K +13 +0.5%
PWM
1553
Partnership Wealth Management
Maryland
$262K – – –
FNT
1554
First Nebraska Trust
Nebraska
$260K – – –
USB
1555
Union Savings Bank
Connecticut
$259K +$20.1K +201 +8%
SL
1556
Sentinus LLC
Illinois
$259K +$259K +2,587 New
RPC
1557
Rossmore Private Capital
Connecticut
$259K – – –
LCM
1558
LCM Capital Management
Illinois
$259K +$33.2K +332 +15%
RFS
1559
Richardson Financial Services
Massachusetts
$257K -$46.9K -469 -15%
CAL
1560
Capital Analysts LLC
Pennsylvania
$257K +$37.9K +379 +17%
V
1561
VeraBank
Texas
$257K – – –
VCM
1562
Virtue Capital Management
Tennessee
$257K -$9.2K -92 -4%
VF
1563
Vest Financial
Virginia
$257K -$6.7K -67 -3%
AWM
1564
Absher Wealth Management
North Carolina
$257K -$5.5K -55 -2%
MRCM
1565
M&R Capital Management
New Jersey
$256K – – –
MAV
1566
Mason & Associates (Virginia)
Virginia
$256K +$256K +2,556 New
HB
1567
HTLF Bank
Colorado
$256K -$17.1K -171 -6%
CWM
1568
Calamos Wealth Management
Illinois
$256K +$45.1K +451 +21%
SN
1569
Sittner & Nelson
Oregon
$256K – – –
BWCS
1570
Beirne Wealth Consulting Services
Connecticut
$254K +$800 +8 +0.3%
KBFS
1571
Kohmann Bosshard Financial Services
Ohio
$253K – – –
HVP
1572
Hudson Value Partners
Florida
$253K – – –
AFG
1573
Allegheny Financial Group
Pennsylvania
$252K +$8.4K +84 +3%
MHR
1574
Matthew Hamilton Rosenberg
$251K -$29.4K -294 -10%
O
1575
Ossiam
France
$251K -$63K -630 -20%
61 62
63
64 65