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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1576
Summit Asset Management
Tennessee
$436K +$21K +168 +5%
EA
1577
Everpar Advisors
Oklahoma
$436K +$98.5K +788 +31%
OBWG
1578
Onyx Bridge Wealth Group
New York
$435K +$18.9K +151 +5%
CFMC
1579
Curbstone Financial Management Corp
New Hampshire
$435K +$415K +3,322 New
MCA
1580
Magnolia Capital Advisors
Mississippi
$434K +$21.9K +175 +6%
CSPIA
1581
Cary Street Partners Investment Advisory
Virginia
$433K +$131K +1,046 +46%
SAM
1582
Sequent Asset Management
Texas
$433K +$52.3K +418 +14%
HGA
1583
Hobbs Group Advisors
South Carolina
$432K +$375 +3 +0.1%
SGCA
1584
Steel Grove Capital Advisors
Tennessee
$432K -$1.52M -12,171 -79%
CI
1585
Conning Inc
Connecticut
$432K -$67.6K -541 -14%
AP
1586
Anchyra Partners
Georgia
$432K +$10.8K +86 +3%
UAG
1587
United Advisor Group
Ohio
$430K +$37.9K +303 +10%
WCP
1588
Wealthcare Capital Partners
Pennsylvania
$430K +$54.1K +433 +15%
BC
1589
Broadwater Capital
Massachusetts
$430K – – –
CSIC
1590
Clifford Swan Investment Counsel
California
$429K -$268K -2,140 -39%
BIA
1591
Beacon Investment Advisors
Maryland
$429K -$17.3K -138 -4%
PEA
1592
Park Edge Advisors
Ohio
$427K +$12.9K +103 +3%
CIA
1593
Cladis Investment Advisory
Montana
$425K – – –
EWS
1594
Evergreen Wealth Solutions
Pennsylvania
$425K +$406K +3,247 New
PHWM
1595
Pine Harbor Wealth Management
Maryland
$425K +$250 +2 +0.1%
ICP
1596
Interchange Capital Partners
Pennsylvania
$424K -$138K -1,106 -24%
BMCM
1597
Bryn Mawr Capital Management
Pennsylvania
$421K -$4.88K -39 -1%
MAWA
1598
Moss Adams Wealth Advisors
Washington
$420K +$375 +3 +0.1%
CFG
1599
Cooper Financial Group
California
$420K +$29.1K +233 +8%
BOH
1600
Bank of Hawaii
Hawaii
$420K -$55.1K -441 -12%
62 63
64
65 66