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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
851
Washington Capital Management
Washington
$773K – – –
CAM
852
Carret Asset Management
New York
$766K – – –
FTDI
853
First Trust Direct Indexing
Massachusetts
$766K +$12.7K +139 +2%
DT
854
Diversified Trust
Tennessee
$762K -$120K -1,316 -14%
CTA
855
Chesley Taft & Associates
Illinois
$762K +$18.3K +200 +3%
BHIA
856
Birch Hill Investment Advisors
Massachusetts
$761K – – –
LNWWM
857
Laird Norton Wetherby Wealth Management
California
$760K -$105K -1,153 -13%
PWM
858
Perigon Wealth Management
California
$758K -$2.92K -32 -0.4%
BWM
859
Buckley Wealth Management
Nevada
$757K -$60.8K -666 -8%
CCM
860
Compton Capital Management
Rhode Island
$754K – – –
CFD
861
Creative Financial Designs
Indiana
$753K +$70.5K +773 +11%
LWAM
862
Legacy Wealth Asset Management
Minnesota
$752K +$19K +208 +3%
MAM
863
Madison Asset Management
Wisconsin
$748K -$91.3K -1,000 -11%
TTWM
864
TCV Trust & Wealth Management
Virginia
$747K +$28.7K +315 +4%
IB
865
Intrust Bank
Kansas
$747K +$179K +1,958 +34%
SWM
866
Segment Wealth Management
Texas
$743K – – –
FFC
867
First Financial Corp
Indiana
$741K +$19.8K +217 +3%
TC
868
Truvestments Capital
Florida
$738K +$177K +1,935 +34%
HCM
869
HM Capital Management
Missouri
$737K +$456 +5 +0.1%
FG
870
Fiduciary Group
Georgia
$737K +$37.5K +411 +6%
ATPW
871
Ashton Thomas Private Wealth
Arizona
$735K -$23.5K -257 -3%
PSUF
872
People's United Financial
Connecticut
$733K -$12.1K -133 -2%
MAFM
873
Mid Atlantic Financial Management
Pennsylvania
$733K +$15.5K +170 +2%
HA
874
Hamel Associates
New Jersey
$733K +$69.4K +760 +11%
EWA
875
EP Wealth Advisors
California
$731K +$83K +909 +14%
33 34
35
36 37