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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPI
1576
Walter Public Investments
Canada
$366K – – –
FA
1577
Fiducient Advisors
Illinois
$366K +$342K +3,000 New
QC
1578
Quent Capital
New York
$365K +$9.8K +86 +3%
DS
1579
DRW Securities
Illinois
$364K +$341K +2,988 New
UCI
1580
Uncommon Cents Investing
Wisconsin
$362K -$570 -5 -0.2%
BSSFA
1581
Baron Silver Stevens Financial Advisors
Florida
$360K -$10.8K -95 -3%
TCA
1582
Transcend Capital Advisors
New Jersey
$360K -$22.7K -199 -6%
VST
1583
Van Strum & Towne
California
$358K +$335K +2,939 New
CBT
1584
Central Bank & Trust
Kentucky
$356K +$23.3K +204 +8%
BTW
1585
Boston Trust Walden
Massachusetts
$356K – – –
SAM
1586
Sequent Asset Management
Texas
$356K +$333K +2,918 New
SWM
1587
SpringVest Wealth Management
Texas
$355K -$12K -105 -3%
ARC
1588
Advisor Resource Council
Texas
$354K +$331K +2,906 New
PA
1589
PSI Advisors
Florida
$354K -$241K -2,112 -42%
EIP
1590
Ellis Investment Partners
Pennsylvania
$353K +$47.3K +415 +17%
AWA
1591
AmeriServ Wealth Advisors
Pennsylvania
$352K -$23.1K -203 -7%
CWM
1592
Calamos Wealth Management
Illinois
$350K +$4.79K +42 +1%
IAMOG
1593
Investors Asset Management of Georgia
Georgia
$349K -$9.46K -83 -3%
MAWA
1594
Moss Adams Wealth Advisors
Washington
$349K +$87.1K +764 +36%
BAM
1595
Berkshire Asset Management
Pennsylvania
$349K -$912 -8 -0.3%
HF
1596
Holcombe Financial
Georgia
$348K – – –
KC
1597
Knuff & Co
California
$348K +$158K +1,388 +95%
WA1
1598
Wimmer Associates 1
California
$346K – – –
IPWA
1599
International Private Wealth Advisors
California
$346K +$10.7K +94 +3%
OL
1600
Optas LLC
Texas
$345K +$25.2K +221 +8%
62 63
64
65 66