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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
851
Journey Advisory Group
Kentucky
$923K -$5.85K -62 -0.6%
MAS
852
Meeder Advisory Services
Ohio
$923K +$14.7K +156 +2%
BL
853
BFSG LLC
California
$919K +$167K +1,768 +21%
SFG
854
SevenBridge Financial Group
Pennsylvania
$918K -$8.68K -92 -0.9%
IAS
855
Insigneo Advisory Services
Florida
$918K +$373K +3,952 +63%
MFS
856
Mirabella Financial Services
United Kingdom
$918K +$711K +7,531 +279%
WPP
857
Whalerock Point Partners
Rhode Island
$917K +$8.59K +91 +0.9%
9WM
858
9258 Wealth Management
Ohio
$910K -$14.6K -155 -2%
CA
859
Continuum Advisory
Idaho
$908K +$40.9K +433 +4%
UBV
860
United Bank (Virginia)
Virginia
$902K – – –
FMAEN1
861
Fund Management at Engine No 1
California
$900K +$65.6K +695 +7%
DP
862
Dearborn Partners
Illinois
$900K +$55.9K +592 +6%
KWA
863
Kellett Wealth Advisors
Ohio
$898K +$99.8K +1,057 +12%
NRS
864
Neville Rodie & Shaw
New York
$894K -$6.23K -66 -0.7%
SWM
865
SeaCrest Wealth Management
New York
$889K +$52.6K +557 +6%
HKIM
866
Hayek Kallen Investment Management
Alabama
$888K -$189 -2 -0%
PWG
867
Portside Wealth Group
Utah
$881K +$926K +9,814 New
SWM
868
Spire Wealth Management
Virginia
$878K -$10.9K -116 -1%
BIM
869
Baldwin Investment Management
Pennsylvania
$876K -$18.9K -200 -2%
QCM
870
Quantinno Capital Management
New York
$875K -$551K -5,843 -37%
DFA
871
Delta Financial Advisors
Louisiana
$875K +$12.5K +132 +1%
ACM
872
Allred Capital Management
Texas
$874K -$70.3K -745 -7%
MW
873
MBL Wealth
North Carolina
$874K +$388K +4,113 +73%
EGM
874
Engineers Gate Manager
New York
$872K -$805K -8,533 -47%
FPAS
875
Focus Partners Advisor Solutions
Missouri
$865K +$495K +5,242 +119%
33 34
35
36 37