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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DHGWA
601
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2.12M +$328K +3,159 +20%
RC
602
RegentAtlantic Capital
New Jersey
$2.11M +$261K +2,509 +15%
SW
603
SVB Wealth
Massachusetts
$2.11M -$18.5K -178 -0.9%
T
604
TCWP
Ohio
$2.1M -$353K -3,396 -15%
ZCM
605
Ziegler Capital Management
Illinois
$2.09M -$19.4K -187 -1%
HFM
606
Hartford Financial Management
Connecticut
$2.09M -$20.6K -198 -1%
MSAM
607
Moloney Securities Asset Management
Missouri
$2.08M +$104K +999 +6%
SIC
608
Shoker Investment Counsel
Ohio
$2.08M -$10.1K -97 -0.5%
IGWM
609
ICA Group Wealth Management
Colorado
$2.06M +$1.92M +18,508 New
MA
610
Mutual Advisors
Nebraska
$2.06M +$99.8K +961 +6%
SCA
611
Stonebridge Capital Advisors
Minnesota
$2.05M +$63.7K +613 +3%
S
612
SignatureFD
Georgia
$2.05M +$68.7K +661 +4%
OHWP
613
Oak Harbor Wealth Partners
North Carolina
$2.04M +$18K +173 +1%
SWM
614
Spire Wealth Management
Virginia
$2.01M -$971K -9,352 -34%
FSA
615
Franklin Street Advisors
North Carolina
$2M -$40.1K -386 -2%
LWAC
616
Laurel Wealth Advisors (California)
California
$2M +$68.8K +662 +4%
HCM
617
Hall Capital Management
Rhode Island
$1.99M +$295K +2,839 +19%
BAM
618
Belpointe Asset Management
Nevada
$1.98M +$47K +453 +3%
CS
619
Comerica Securities
Michigan
$1.98M +$60.4K +582 +3%
NAM
620
NTV Asset Management
West Virginia
$1.98M -$1.77K -17 -0.1%
WS
621
Wedbush Securities
California
$1.97M +$45.3K +436 +3%
HIMC
622
Heritage Investors Management Corp
Maryland
$1.97M -$76.1K -733 -4%
GLA
623
Good Life Advisors
Pennsylvania
$1.97M +$76.2K +734 +4%
IIM
624
Ipswich Investment Management
Massachusetts
$1.95M -$80.5K -775 -4%
SIM
625
Stratos Investment Management
Ohio
$1.95M +$29.9K +288 +2%
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