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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
601
KCM Capital
Kansas
$3.92M – – –
CA
602
Carson Advisory
Georgia
$3.87M -$24.7K -196 -0.6%
SFS
603
Sowell Financial Services
Arkansas
$3.87M -$253K -2,009 -6%
ONSWM
604
Old North State Wealth Management
North Carolina
$3.87M +$113K +895 +3%
MSE
605
MUFG Securities EMEA
United Kingdom
$3.86M -$174K -1,376 -4%
ECM
606
Everence Capital Management
Indiana
$3.85M – – –
CCM
607
Cohen Capital Management
California
$3.81M – – –
FHWM
608
Fox Hill Wealth Management
Massachusetts
$3.81M +$64.5K +511 +2%
BPC
609
Banque Pictet & Cie
Switzerland
$3.8M – – –
CFD
610
Creative Financial Designs
Indiana
$3.78M +$721K +5,719 +24%
MHS
611
M Holdings Securities
Oregon
$3.77M +$30.3K +240 +0.8%
CAM
612
Close Asset Management
United Kingdom
$3.77M -$73K -579 -2%
MA
613
Montag & Associates
Georgia
$3.75M -$15.6K -124 -0.4%
N
614
Natixis
France
$3.74M +$2.53M +20,060 +211%
SAMC
615
Spectrum Asset Management (California)
California
$3.74M -$883 -7 -0%
GW
616
Griffith & Werner
Georgia
$3.72M +$246K +1,953 +7%
TL
617
Tradewinds LLC
North Carolina
$3.72M -$3.19M -25,259 -96%
EWM
618
Empirical Wealth Management
Washington
$3.69M +$273K +2,168 +8%
AWM
619
Axxcess Wealth Management
California
$3.67M -$372K -2,949 -9%
EIA
620
Emerald Investment Advisers
Pennsylvania
$3.66M +$375K +2,971 +11%
AWE
621
Avidian Wealth Enterprises
Texas
$3.66M +$105K +836 +3%
TSWM
622
Triangle Securities Wealth Management
North Carolina
$3.65M -$20.9K -166 -0.6%
FIA
623
Foundations Investment Advisors
Arizona
$3.64M -$226K -1,789 -6%
AF
624
Apollon Financial
South Carolina
$3.64M +$223K +1,766 +7%
PA
625
Pinnacle Associates
New York
$3.61M -$151K -1,199 -4%
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