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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WAC
1751
William Allan Corp
Colorado
$344K – – –
ITIM
1752
Indiana Trust & Investment Management
Indiana
$343K – – –
CT
1753
Clearstead Trust
Maine
$342K – – –
FBT
1754
First Bankers Trust
Kentucky
$342K -$4.42K -35 -1%
SEP
1755
Signature Equity Partners
Ohio
$342K -$631 -5 -0.2%
PCMF
1756
Private Capital Management (Florida)
Florida
$342K – – –
SWM
1757
SpringVest Wealth Management
Texas
$342K +$1.01K +8 +0.3%
PCP
1758
Proficio Capital Partners
Massachusetts
$341K +$340K +2,698 New
LT
1759
Legacy Trust
Michigan
$341K -$25.4K -201 -7%
ST
1760
Smithfield Trust
Pennsylvania
$341K -$25.1K -199 -7%
HIS
1761
Horizon Investment Services
Indiana
$341K +$126 +1 +0%
CCA
1762
Cravens & Co Advisors
Tennessee
$340K -$15.1K -120 -4%
BWA
1763
Bestgate Wealth Advisors
Maryland
$340K -$7.7K -61 -2%
TWM
1764
Tradition Wealth Management
Minnesota
$339K +$18.9K +150 +6%
BAM
1765
Belleair Asset Management
Florida
$339K – – –
MAV
1766
Mason & Associates (Virginia)
Virginia
$338K – – –
GF
1767
GGM Financials
Ohio
$338K +$110K +873 +49%
AFGAS
1768
Allegiance Financial Group Advisory Services
Virginia
$337K -$145K -1,146 -30%
CC
1769
Clearwave Capital
California
$336K +$6.69K +53 +2%
VHAM
1770
Van Hulzen Asset Management
California
$335K +$252 +2 +0.1%
HWA
1771
Heartwood Wealth Advisors
Virginia
$334K -$47.9K -380 -13%
CB
1772
CNB Bank
Pennsylvania
$334K -$27.8K -220 -8%
CB
1773
Centennial Bank
Arkansas
$334K – – –
CIA
1774
Choate Investment Advisors
Massachusetts
$334K -$16K -127 -5%
AG
1775
AlTi Global
New York
$333K +$8.07K +64 +2%
69 70
71
72 73