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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
801
Ballast Inc
Kentucky
$1.95M -$8.49K -70 -0.4%
SF
802
Symphony Financial
Texas
$1.94M +$96.1K +792 +5%
JWM
803
Jeppson Wealth Management
California
$1.94M -$38.2K -315 -2%
MWM
804
Mission Wealth Management
California
$1.93M -$37.5K -309 -2%
AF
805
AGP Franklin
Tennessee
$1.92M +$86.3K +711 +5%
GIC
806
Generali Investments CEE
Czech Republic
$1.92M – – –
EFG
807
Ethos Financial Group
Pennsylvania
$1.92M +$154K +1,267 +9%
CHC
808
City Holding Co
West Virginia
$1.92M -$98.7K -813 -5%
PWM
809
Perigon Wealth Management
California
$1.89M +$155K +1,277 +9%
CWS
810
Confluence Wealth Services
Pennsylvania
$1.89M – – –
MC
811
Machina Capital
France
$1.89M +$1.85M +15,283 New
RA
812
RFG Advisory
Alabama
$1.89M -$234K -1,930 -11%
CC
813
Cornerstone Capital
California
$1.89M – – –
GH
814
GAM Holding
Switzerland
$1.89M -$16.1K -133 -0.9%
PCG
815
Prosperity Consulting Group
Maryland
$1.89M +$13.7K +113 +0.7%
AIA
816
AssuredPartners Investment Advisors
Florida
$1.88M +$17.5K +144 +1%
SIM
817
SWP Investment Management
Ohio
$1.88M +$163K +1,347 +10%
EI
818
Ethic Inc
New York
$1.88M +$213K +1,756 +13%
RWM
819
Ritholtz Wealth Management
New York
$1.87M +$332K +2,736 +22%
AFG
820
Atomi Financial Group
New York
$1.87M +$120K +992 +7%
GWA
821
Gibson Wealth Advisors
Texas
$1.86M – – –
RC
822
Rahlfs Capital
Texas
$1.85M -$27.9K -230 -2%
OHWP
823
Oak Harbor Wealth Partners
North Carolina
$1.85M -$145K -1,191 -7%
IAN
824
Integrated Advisors Network
Texas
$1.85M -$32.6K -269 -2%
CWM
825
Cornerstone Wealth Management
Missouri
$1.85M +$47.1K +388 +3%
31 32
33
34 35