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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1901
Silvant Capital Management
Georgia
$233K – – –
SFO
1902
Stokes Family Office
Louisiana
$233K +$3.03K +25 +1%
OPTFSNA
1903
Old Point Trust & Financial Services N A
Virginia
$233K – – –
IWC
1904
Infinity Wealth Counsel
Ohio
$232K – – –
APM
1905
a16z Perennial Management
California
$232K +$228K +1,876 New
FFA
1906
Fragasso Financial Advisors
Pennsylvania
$232K +$14.9K +123 +7%
CCT
1907
Capital City Trust
Florida
$231K +$227K +1,868 New
PL
1908
Plancorp LLC
Missouri
$231K -$1.21K -10 -0.5%
MIM
1909
Moseley Investment Management
Florida
$230K +$13.8K +114 +7%
WCG
1910
Weaver Consulting Group
California
$230K +$1.82K +15 +0.8%
AHC
1911
Adell Harriman & Carpenter
Texas
$230K -$1.09K -9 -0.5%
RCG
1912
Regatta Capital Group
California
$230K – – –
MCCA
1913
Mill Creek Capital Advisors
Pennsylvania
$229K +$9.95K +82 +5%
PS
1914
Planned Solutions
California
$229K – – –
ES
1915
Eagle Strategies
New York
$229K -$6.67K -55 -3%
BRA
1916
Bender Robert & Associates
California
$229K – – –
CTB
1917
Country Trust Bank
Illinois
$229K +$13.8K +114 +7%
JFGIW
1918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$228K -$19.9K -164 -8%
FFC
1919
First Financial Corp
Indiana
$228K -$33.6K -277 -13%
LWM
1920
Liberty Wealth Management
California
$228K +$364 +3 +0.2%
SIA
1921
Strategic Investment Advisors
Michigan
$228K -$849 -7 -0.4%
BFA
1922
Beacon Financial Advisory
Ohio
$227K +$2.79K +23 +1%
BFA
1923
Beaumont Financial Advisors
Massachusetts
$227K -$3.52K -29 -2%
PFM
1924
Patton Fund Management
Texas
$227K – – –
DWS
1925
Discipline Wealth Solutions
South Carolina
$227K +$223K +1,837 New
75 76
77
78 79