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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1601
Boston Trust Walden
Massachusetts
$369K -$8.3K -68 -2%
MCA
1602
Magnolia Capital Advisors
Mississippi
$368K +$30.4K +249 +9%
WBWA
1603
William B. Walkup & Associates
South Carolina
$368K -$10.6K -87 -3%
GAM
1604
Griffin Asset Management
New York
$367K +$56.4K +462 +17%
HWA
1605
Heartwood Wealth Advisors
Virginia
$366K +$12.5K +102 +3%
NPF
1606
Norris Perne & French
Michigan
$365K – – –
NSG
1607
Nalls Sherbakoff Group
Tennessee
$363K +$34.9K +286 +10%
CAWM
1608
Capital Advisors Wealth Management
Washington
$363K +$3.54K +29 +0.9%
SAW
1609
Signal Advisors Wealth
Michigan
$363K -$9.04K -74 -2%
MWA
1610
Muirfield Wealth Advisors
North Carolina
$363K -$21.7K -178 -5%
USB
1611
Union Savings Bank
Connecticut
$363K +$378K +3,093 New
SPWG
1612
Syntegra Private Wealth Group
Missouri
$362K +$611 +5 +0.2%
MIC
1613
Means Investment Company
Maine
$362K +$977 +8 +0.3%
SWM
1614
Shepherd Wealth Management
Ohio
$361K +$1.22K +10 +0.3%
FBFS
1615
First Business Financial Services
Wisconsin
$360K -$21.4K -175 -5%
AFGAS
1616
Allegiance Financial Group Advisory Services
Virginia
$359K +$50.9K +417 +16%
WP
1617
Waycross Partners
Kentucky
$359K – – –
FCA
1618
FLC Capital Advisors
California
$359K -$62.9K -515 -14%
LIA
1619
LSP Investment Advisors
New York
$359K – – –
PIMG
1620
Patriot Investment Management Group
Tennessee
$357K -$63.1K -517 -14%
JWM
1621
Jackson Wealth Management
Florida
$357K -$20.9K -171 -5%
EB
1622
Exchange Bank
California
$357K – – –
BMC
1623
Benin Management Corp
Connecticut
$356K +$128K +1,050 +53%
SWM
1624
Spire Wealth Management
Virginia
$354K -$238K -1,947 -39%
AFAS
1625
Acorn Financial Advisory Services
Virginia
$354K +$4.27K +35 +1%
63 64
65
66 67