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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
726
Ledgewood Wealth Advisors
New Hampshire
$2.17M – – –
GLLW
727
Graves Light Lenhart Wealth
Virginia
$2.17M +$51.1K +433 +2%
WA
728
Wealth Alliance
New York
$2.16M +$83K +703 +4%
MSAM
729
Moloney Securities Asset Management
Missouri
$2.16M +$46.3K +392 +2%
GI
730
GAMMA Investing
California
$2.15M +$537K +4,553 +33%
FIA
731
Foundations Investment Advisors
Arizona
$2.15M -$57.8K -490 -3%
CBTWT
732
Community Bank & Trust (Waco, Texas)
Texas
$2.14M +$34K +288 +2%
GLA
733
Good Life Advisors
Pennsylvania
$2.14M -$68.3K -579 -3%
SF
734
Summit Financial
New Jersey
$2.14M +$715K +6,056 +50%
PTP
735
Platform Technology Partners
New York
$2.14M +$98.8K +837 +5%
AA
736
Argent Advisors
Louisiana
$2.13M +$42.1K +357 +2%
MSA
737
Marino Stram & Associates
Massachusetts
$2.12M +$59.7K +506 +3%
IIM
738
Ipswich Investment Management
Massachusetts
$2.12M – – –
BO
739
Bank OZK
Arkansas
$2.11M +$724K +6,136 +52%
VFA
740
Valeo Financial Advisors
Indiana
$2.09M +$49.9K +423 +2%
SMC
741
Smith, Moore & Co
Missouri
$2.09M -$101K -859 -5%
SFI
742
Siemens Fonds Invest
Germany
$2.08M -$50K -424 -2%
TCMG
743
TSP Capital Management Group
New Jersey
$2.08M -$2.08M -17,593 Closed
MHI
744
Miller Howard Investments
New York
$2.08M +$111K +937 +6%
RWB
745
RMR Wealth Builders
New Jersey
$2.07M +$147K +1,246 +8%
CPIA
746
Cornell Pochily Investment Advisors
New York
$2.05M -$3.66K -31 -0.2%
MWA
747
MFA Wealth Advisors
Pennsylvania
$2.04M -$217K -1,836 -10%
SGCA
748
Steel Grove Capital Advisors
Tennessee
$2.03M -$150K -1,267 -7%
MSA
749
MUFG Securities Americas
New York
$2.03M +$412K +3,490 +25%
CFO
750
Callan Family Office
Pennsylvania
$2.03M +$1.06M +9,017 +110%
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