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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PMWMG
801
Parr McKnight Wealth Management Group
Minnesota
$2.19M -$44.9K -356 -2%
CTA
802
Clear Trail Advisors
Texas
$2.19M +$23.7K +188 +1%
PCM
803
Polymer Capital Management
New York
$2.18M +$2.17M +17,226 New
GLLW
804
Graves Light Lenhart Wealth
Virginia
$2.17M +$100K +796 +5%
CAM
805
Cresset Asset Management
Illinois
$2.17M +$181K +1,433 +9%
AW
806
Alchemi Wealth
Connecticut
$2.16M +$143K +1,135 +7%
WPC
807
Wedmont Private Capital
Pennsylvania
$2.16M +$128K +1,015 +6%
LOAMS
808
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.15M +$315K +2,500 +17%
MWM
809
Modern Wealth Management
Kansas
$2.15M +$280K +2,220 +15%
CC
810
Courier Capital
New York
$2.14M -$21.2K -168 -1%
CFM
811
Compass Financial Management
Florida
$2.14M +$2.13M +16,907 New
MWM
812
Mission Wealth Management
California
$2.14M +$241K +1,914 +13%
AW
813
Alaethes Wealth
Nevada
$2.13M +$5.42K +43 +0.3%
CNBT
814
Canandaigua National Bank & Trust
New York
$2.13M +$2.12M +16,828 New
GIC
815
Generali Investments CEE
Czech Republic
$2.13M – – –
CPIA
816
Cornell Pochily Investment Advisors
New York
$2.12M -$23.1K -183 -1%
GAFA
817
Garton & Associates Financial Advisors
Kentucky
$2.12M +$93K +737 +5%
SAI
818
Savvy Advisors Inc
New York
$2.12M +$248K +1,966 +13%
BS
819
Banco Santander
Spain
$2.12M +$462K +3,660 +28%
CCWA
820
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M +$174K +1,377 +9%
SRA
821
Secured Retirement Advisors
Minnesota
$2.07M +$2.07M +16,380 New
SMC
822
Smith, Moore & Co
Missouri
$2.07M -$19.8K -157 -0.9%
BSA
823
Bull Street Advisors
Georgia
$2.07M +$221K +1,750 +12%
VFA
824
Valeo Financial Advisors
Indiana
$2.07M -$403K -3,194 -16%
PCM
825
Parsons Capital Management
Rhode Island
$2.06M -$5.24M -41,535 -72%
31 32
33
34 35