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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1576
Cercano Management
Washington
$172K – – –
OSNBOA
1577
Old Second National Bank of Aurora
Illinois
$172K – – –
BC
1578
Barrett & Company
Rhode Island
$171K +$55K +583 +44%
AA
1579
Alta Advisers
United Kingdom
$171K – – –
WWP
1580
WR Wealth Planners
Missouri
$170K -$2.27K -24 -1%
SCM
1581
Silvant Capital Management
Georgia
$169K – – –
GJIA
1582
Glass Jacobson Investment Advisors
Maryland
$164K +$173K +1,831 New
TCM
1583
Tradewinds Capital Management
Washington
$162K +$189 +2 +0.1%
CB
1584
Community Bank
New York
$161K – – –
SC
1585
Stephens Consulting
Michigan
$160K – – –
VNA
1586
Valley National Advisers
Pennsylvania
$160K -$12.7K -135 -7%
ALAM
1587
Asahi Life Asset Management
Japan
$155K -$278K -2,950 -63%
PB
1588
Pinnacle Bancorp
Nebraska
$155K -$25.4K -269 -14%
GWS
1589
Glassman Wealth Services
Virginia
$154K +$40.7K +431 +34%
RFG
1590
RFP Financial Group
Georgia
$153K +$158K +1,674 +5,772%
AAP
1591
Arax Advisory Partners
Colorado
$151K -$13.5K -143 -8%
CSB
1592
City State Bank
Iowa
$150K +$26K +276 +20%
BAAM
1593
Baker Avenue Asset Management
California
$148K -$35.3K -374 -18%
TAIM
1594
TD Ameritrade Investment Management
Nebraska
$148K -$24.5K -260 -14%
CTB
1595
Country Trust Bank
Illinois
$148K – – –
SIS
1596
Strategic Investment Solutions
Illinois
$147K – – –
AF
1597
Arrow Financial
New York
$147K – – –
BHWM
1598
Beaird Harris Wealth Management
Texas
$147K – – –
SAM
1599
Shell Asset Management
Netherlands
$146K – – –
HT
1600
Headlands Technologies
Illinois
$143K +$137K +1,448 +985%
62 63
64
65 66