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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
701
Cohen Klingenstein
New York
$1.43M – – –
FTDI
702
First Trust Direct Indexing
Massachusetts
$1.43M +$242K +2,636 +19%
PWW
703
Pettyjohn Wood & White
Virginia
$1.42M +$7.33K +80 +0.5%
PA
704
Procyon Advisors
Connecticut
$1.42M -$75.1K -819 -5%
OHWP
705
Oak Harbor Wealth Partners
North Carolina
$1.41M -$17.6K -192 -1%
WA
706
WealthTrust Axiom
Pennsylvania
$1.41M – – –
ANTB
707
AMG National Trust Bank
Colorado
$1.41M -$82.8K -903 -5%
HH
708
Hilltop Holdings
Texas
$1.41M +$216K +2,359 +17%
ADL
709
Asset Dedication LLC
California
$1.4M +$59.5K +649 +4%
PAM
710
Private Asset Management
California
$1.4M +$159K +1,736 +12%
GFS
711
GYL Financial Synergies
Connecticut
$1.39M +$17.9K +195 +1%
BFS
712
Bradley Foster & Sargent
Connecticut
$1.38M – – –
BI
713
Ballast Inc
Kentucky
$1.38M +$93K +1,014 +7%
ATPW
714
Ashton Thomas Private Wealth
Arizona
$1.37M +$78.9K +861 +6%
LNWWM
715
Laird Norton Wetherby Wealth Management
California
$1.37M +$232K +2,534 +19%
CWM
716
Curi Wealth Management
North Carolina
$1.37M -$48.1K -525 -3%
CCP
717
Cunning Capital Partners
North Carolina
$1.36M +$1.42M +15,435 New
SBH
718
Segall Bryant & Hamill
Illinois
$1.36M +$8.44K +92 +0.6%
BSA
719
Bull Street Advisors
Georgia
$1.36M +$44K +480 +3%
ACA
720
Aptus Capital Advisors
Alabama
$1.35M +$261K +2,846 +23%
ISL
721
Ingalls & Snyder LLC
New York
$1.34M -$30.1K -328 -2%
ACP
722
Aviance Capital Partners
Florida
$1.34M +$12.1K +132 +0.9%
PFM
723
Premier Fund Managers
United Kingdom
$1.33M -$458K -5,000 -25%
HA
724
Hamel Associates
New Jersey
$1.33M +$193K +2,110 +16%
AOWM
725
Alpha Omega Wealth Management
Virginia
$1.33M -$30.8K -336 -2%
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