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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
726
Wealth Alliance
New York
$1.37M +$187K +1,949 +17%
LWAC
727
Laurel Wealth Advisors (California)
California
$1.36M +$19.9K +207 +2%
DWP
728
Daymark Wealth Partners
Ohio
$1.36M +$1.26M +13,163 New
AO
729
Advisor OS
Illinois
$1.35M +$330K +3,437 +36%
HT
730
Heritage Trust
Oklahoma
$1.35M -$13.5K -141 -1%
EFS
731
Essex Financial Services
Connecticut
$1.35M +$39.2K +408 +3%
WJWM
732
Williams Jones Wealth Management
New York
$1.34M -$1.54K -16 -0.1%
SFA
733
Sequoia Financial Advisors
Ohio
$1.34M +$464K +4,838 +59%
TIA
734
Trust Investment Advisors
Indiana
$1.34M +$43.6K +454 +4%
MWA
735
MFA Wealth Advisors
Pennsylvania
$1.33M -$8.73K -91 -0.7%
EP
736
Eudaimonia Partners
Tennessee
$1.31M -$306K -3,189 -20%
LC
737
LCNB Corp
Ohio
$1.3M +$21K +219 +2%
JCM
738
Jacobi Capital Management
Pennsylvania
$1.3M +$30.3K +316 +3%
GSB
739
Greenfield Savings Bank
Massachusetts
$1.3M -$20.7K -216 -2%
DWM
740
Dakota Wealth Management
Florida
$1.3M -$376K -3,913 -24%
SLI
741
Sumitomo Life Insurance
Japan
$1.3M -$22.8K -237 -2%
AAG
742
Armstrong Advisory Group
Massachusetts
$1.3M +$1.21M +12,586 New
FCM
743
Fourpath Capital Management
Oklahoma
$1.29M +$166K +1,725 +16%
PJSIMP
744
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.29M -$39.1K -407 -3%
FPCM
745
Financial Partners Capital Management
New York
$1.29M +$6.72K +70 +0.6%
PAG
746
Private Advisor Group
New Jersey
$1.29M -$1.62M -16,912 -20%
BS
747
Boenning & Scattergood
Pennsylvania
$1.29M -$22.8K -238 -2%
ADL
748
Asset Dedication LLC
California
$1.28M +$124K +1,288 +12%
WDG
749
Wealth Dimensions Group
Ohio
$1.28M +$69.4K +723 +6%
NFC
750
Northeast Financial Consultants
Connecticut
$1.27M – – –
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