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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
601
Old North State Trust
North Carolina
$4M +$131K +1,039 +3%
LA
602
Lynch & Associates
Indiana
$3.96M +$68.4K +542 +2%
EF
603
Empirical Finance
Pennsylvania
$3.94M +$115K +910 +3%
PI
604
PFG Investments
New York
$3.93M +$26.9K +213 +0.7%
ACM
605
Argyle Capital Management
Pennsylvania
$3.93M +$41K +325 +1%
KC
606
KCM Capital
Kansas
$3.92M – – –
CA
607
Carson Advisory
Georgia
$3.87M -$24.7K -196 -0.6%
SFS
608
Sowell Financial Services
Arkansas
$3.87M -$253K -2,009 -6%
ONSWM
609
Old North State Wealth Management
North Carolina
$3.87M +$113K +895 +3%
MSE
610
MUFG Securities EMEA
United Kingdom
$3.86M -$174K -1,376 -4%
ECM
611
Everence Capital Management
Indiana
$3.85M – – –
CCM
612
Cohen Capital Management
California
$3.81M – – –
FHWM
613
Fox Hill Wealth Management
Massachusetts
$3.81M +$64.5K +511 +2%
BPC
614
Banque Pictet & Cie
Switzerland
$3.8M – – –
CFD
615
Creative Financial Designs
Indiana
$3.78M +$721K +5,719 +24%
MHS
616
M Holdings Securities
Oregon
$3.77M +$30.3K +240 +0.8%
CAM
617
Close Asset Management
United Kingdom
$3.77M -$73K -579 -2%
MA
618
Montag & Associates
Georgia
$3.75M -$15.6K -124 -0.4%
N
619
Natixis
France
$3.74M +$2.53M +20,060 +211%
SAMC
620
Spectrum Asset Management (California)
California
$3.74M -$883 -7 -0%
GW
621
Griffith & Werner
Georgia
$3.72M +$246K +1,953 +7%
TL
622
Tradewinds LLC
North Carolina
$3.72M -$3.19M -25,259 -96%
EWM
623
Empirical Wealth Management
Washington
$3.69M +$273K +2,168 +8%
AWM
624
Axxcess Wealth Management
California
$3.67M -$372K -2,949 -9%
EIA
625
Emerald Investment Advisers
Pennsylvania
$3.66M +$375K +2,971 +11%
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