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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
676
Successful Portfolios
Florida
$2.4M – – –
HVIA
677
Hudson Valley Investment Advisors
New York
$2.4M +$387K +3,391 +21%
LA
678
LVW Advisors
New York
$2.4M +$107K +938 +5%
ATPW
679
Ashton Thomas Private Wealth
Arizona
$2.39M +$216K +1,892 +11%
GT
680
Glenview Trust
Kentucky
$2.37M +$28.2K +247 +1%
AAMA
681
Advanced Asset Management Advisors
Ohio
$2.36M – – –
FMWA
682
Forvis Mazars Wealth Advisors
Missouri
$2.36M -$261K -2,294 -11%
HCA
683
Harbor Capital Advisors
Illinois
$2.35M -$21.4K -188 -1%
LWL
684
Leo Wealth LLC
Texas
$2.35M -$396K -3,471 -15%
GT
685
Greenleaf Trust
Michigan
$2.34M +$52.2K +458 +2%
CAC
686
Certified Advisory Corp
Florida
$2.34M -$17.3K -152 -0.8%
MWA
687
MFA Wealth Advisors
Pennsylvania
$2.34M +$50K +439 +2%
PMWMG
688
Parr McKnight Wealth Management Group
Minnesota
$2.33M +$75.6K +663 +4%
MA
689
Mutual Advisors
Nebraska
$2.32M -$193K -1,690 -8%
TAIM
690
Te Ahumairangi Investment Management
New Zealand
$2.31M -$171K -1,500 -7%
VF
691
Vest Financial
Virginia
$2.31M +$914K +8,015 +73%
NG
692
Norden Group
Utah
$2.3M +$30K +263 +1%
AAS
693
Ameritas Advisory Services
Nebraska
$2.29M -$24.5K -215 -1%
CLOS
694
Compagnie Lombard Odier SCmA
Switzerland
$2.29M -$114K -1,000 -5%
GLA
695
Good Life Advisors
Pennsylvania
$2.28M +$1.14K +10 +0.1%
FIA
696
Foundations Investment Advisors
Arizona
$2.28M -$64.6K -567 -3%
FFA
697
Farther Finance Advisors
California
$2.28M +$698K +6,120 +48%
DIP
698
Davis Investment Partners
North Carolina
$2.26M +$1.25K +11 +0.1%
SMC
699
Smith, Moore & Co
Missouri
$2.26M -$54.7K -480 -3%
SGCA
700
Steel Grove Capital Advisors
Tennessee
$2.26M +$73.1K +641 +4%
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