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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1676
Burney Company
Virginia
$330K -$63.6K -524 -16%
CCA
1677
Cravens & Co Advisors
Tennessee
$329K -$2.55K -21 -0.8%
PCA
1678
Pallas Capital Advisors
Massachusetts
$329K +$8.13K +67 +3%
OA
1679
Oxbow Advisors
Texas
$328K – – –
TB
1680
Terril Brothers
Missouri
$328K +$321K +2,649 New
AFGAS
1681
Allegiance Financial Group Advisory Services
Virginia
$328K -$161K -1,327 -33%
SWA
1682
Strata Wealth Advisors
Texas
$327K +$110K +904 +52%
GHAM
1683
Gilman Hill Asset Management
Connecticut
$327K +$91K +750 +40%
FTUS
1684
Flow Traders U.S.
New York
$327K +$320K +2,639 New
KA
1685
Kozak & Associates
Colorado
$327K -$5.46K -45 -2%
JWBC
1686
J.W. Burns & Co
New York
$327K -$6.07K -50 -2%
I
1687
INVST
Indiana
$326K -$21.4K -176 -6%
FMTC
1688
Farmers & Merchants Trust Company
California
$326K -$15.9K -131 -5%
GT
1689
GreatBanc Trust
Illinois
$325K +$319K +2,629 New
WAC
1690
William Allan Corp
Colorado
$325K +$87K +717 +38%
RPC
1691
Rossmore Private Capital
Connecticut
$324K +$29.7K +245 +10%
BCM
1692
Banyan Capital Management
Georgia
$324K +$318K +2,618 New
PWM
1693
Partnership Wealth Management
Maryland
$323K – – –
WPC
1694
White Pine Capital
Minnesota
$322K +$78.8K +649 +33%
EA
1695
Everpar Advisors
Oklahoma
$322K +$60.2K +496 +24%
WQ
1696
Wealth Quarterback
New Jersey
$322K +$1.7K +14 +0.5%
AG
1697
AlTi Global
New York
$322K +$11.7K +96 +4%
UF
1698
Univest Financial
Pennsylvania
$321K -$35.1K -289 -10%
RBWA
1699
RFG - Bristol Wealth Advisors
Massachusetts
$321K -$51.2K -422 -14%
SA
1700
Sovran Advisors
California
$321K +$68.6K +565 +28%
66 67
68
69 70