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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
826
United Community Bank
South Carolina
$1.77M -$481K -3,936 -21%
GWA
827
Gibson Wealth Advisors
Texas
$1.76M – – –
PCG
828
Prosperity Consulting Group
Maryland
$1.76M -$30.3K -248 -2%
RC
829
Rahlfs Capital
Texas
$1.76M – – –
CLGM
830
Capitolis Liquid Global Markets
New York
$1.74M +$1.81M +14,851 New
GAM
831
Grandview Asset Management
Pennsylvania
$1.74M +$101K +825 +6%
FPAS
832
Focus Partners Advisor Solutions
Missouri
$1.74M -$1.67M -13,682 -48%
PPW
833
Parcion Private Wealth
Washington
$1.73M -$5.01K -41 -0.3%
IAN
834
Integrated Advisors Network
Texas
$1.73M -$21.7K -178 -1%
PWW
835
Pettyjohn Wood & White
Virginia
$1.72M +$45.9K +376 +3%
RWM
836
RKL Wealth Management
Pennsylvania
$1.72M +$1.37M +11,201 +321%
BSA
837
Bull Street Advisors
Georgia
$1.72M – – –
BWM
838
BCS Wealth Management
Tennessee
$1.72M +$873K +7,150 +95%
CFB
839
Cullen/Frost Bankers
Texas
$1.72M +$173K +1,418 +11%
CAM
840
Cresset Asset Management
Illinois
$1.72M +$429K +3,511 +32%
CICI
841
Capital Investment Counsel Inc
North Carolina
$1.71M +$611 +5 +0%
RA
842
RFG Advisory
Alabama
$1.7M -$90.2K -739 -5%
EFG
843
Ethos Financial Group
Pennsylvania
$1.7M -$122K -995 -6%
PWP
844
Private Wealth Partners
California
$1.7M -$22.2K -182 -1%
BFO
845
Biltmore Family Office
North Carolina
$1.7M +$363K +2,974 +26%
CF
846
Convergence Financial
Missouri
$1.7M +$109K +890 +7%
WA
847
WealthTrust Axiom
Pennsylvania
$1.69M -$24.3K -199 -1%
MFP
848
Meridian Financial Partners
Virginia
$1.69M +$37.5K +307 +2%
VIA
849
Victrix Investment Advisors
Florida
$1.67M +$69.2K +567 +4%
CWS
850
Confluence Wealth Services
Pennsylvania
$1.67M -$125K -1,027 -7%
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