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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MRP
726
Measured Risk Portfolios
California
$2.55M +$79.8K +638 +3%
FMWA
727
Forvis Mazars Wealth Advisors
Missouri
$2.54M +$101K +804 +4%
GSEP
728
Golden State Equity Partners
California
$2.54M +$756K +6,046 +45%
AAMA
729
Advanced Asset Management Advisors
Ohio
$2.53M – – –
DCM
730
Donaldson Capital Management
Indiana
$2.53M +$244K +1,953 +11%
WS
731
Wedbush Securities
California
$2.53M -$125K -1,003 -5%
IWM
732
IHT Wealth Management
Illinois
$2.53M +$246K +1,964 +11%
PFGIA
733
Patriot Financial Group Insurance Agency
Massachusetts
$2.52M +$1.26M +10,080 +110%
BCP
734
Berkeley Capital Partners
Georgia
$2.52M +$166K +1,329 +7%
PTC
735
Private Trust Company
Ohio
$2.51M +$1.5K +12 +0.1%
JIP
736
Jaffetilchin Investment Partners
Florida
$2.51M -$55.5K -444 -2%
RFN
737
RDA Financial Network
Iowa
$2.5M +$187K +1,497 +8%
DIP
738
Davis Investment Partners
North Carolina
$2.5M +$1.38K +11 +0.1%
AA
739
Advisory Alpha
Michigan
$2.49M +$351K +2,808 +17%
WANY
740
Wealthspire Advisors (New York)
New York
$2.49M -$951K -7,604 -29%
DA
741
Dougherty & Associates
Florida
$2.48M +$33.3K +266 +1%
SG
742
StoneX Group
New York
$2.47M -$699K -5,593 -23%
CICI
743
Capital Investment Counsel Inc
North Carolina
$2.47M +$536K +4,291 +29%
LNWTC
744
Laird Norton Wetherby Trust Company
Washington
$2.47M -$6.13K -49 -0.3%
NHC
745
Nicholas Hoffman & Company
Georgia
$2.47M +$2.63K +21 +0.1%
CP
746
Cornerstone Planning
North Carolina
$2.46M +$580K +4,641 +33%
CFO
747
Callan Family Office
Pennsylvania
$2.46M -$101K -806 -4%
WBC
748
Westpac Banking Corp
Australia
$2.45M -$5.38K -43 -0.2%
WHG
749
Westwood Holdings Group
Texas
$2.45M -$34.6K -277 -1%
WA
750
Wealth Alliance
New York
$2.45M -$14.5K -116 -0.6%
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