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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
851
Great Valley Advisor Group
Delaware
$994K +$174K +1,916 +23%
GWANC
852
Guardian Wealth Advisors (North Carolina)
North Carolina
$994K -$27.8K -306 -3%
9WM
853
9258 Wealth Management
Ohio
$985K – – –
ECG
854
Edge Capital Group
Georgia
$982K -$16.6K -182 -2%
RWB
855
RMR Wealth Builders
New Jersey
$982K +$228K +2,507 +33%
LWA
856
Lineweaver Wealth Advisors
Ohio
$981K +$85.7K +942 +10%
IAIM
857
International Assets Investment Management
Florida
$979K -$43.6K -479 -5%
SCI
858
Stableford Capital II
Arizona
$979K -$40K -440 -4%
WPP
859
Whalerock Point Partners
Rhode Island
$978K +$9.55K +105 +1%
PE
860
Point72 Europe
United Kingdom
$977K +$916K +10,067 New
JAG
861
Journey Advisory Group
Kentucky
$976K -$14.2K -156 -2%
GGA
862
Granite Group Advisors
Connecticut
$975K +$926K +10,178 New
CTA
863
Chesley Taft & Associates
Illinois
$969K -$29.6K -325 -3%
MG
864
Mather Group
Illinois
$968K -$131K -1,440 -13%
IIM
865
InTrack Investment Management
Vermont
$967K -$29.1K -320 -3%
ACM
866
Allred Capital Management
Texas
$965K +$33.5K +368 +4%
NRS
867
Neville Rodie & Shaw
New York
$963K -$3.64K -40 -0.4%
AIP
868
Ameritas Investment Partners
Nebraska
$959K -$30.1K -331 -3%
IB
869
Intrust Bank
Kansas
$956K +$102K +1,125 +13%
CV
870
Counterweight Ventures
North Carolina
$953K +$893K +9,816 New
DFA
871
Delta Financial Advisors
Louisiana
$951K -$10.7K -118 -1%
HTC
872
Haverford Trust Company
Pennsylvania
$946K -$34.8K -383 -4%
SWS
873
SYSTM Wealth Solutions
Illinois
$945K +$454K +4,996 +105%
CW
874
Connectus Wealth
Ohio
$943K -$67.2K -739 -7%
VT
875
Vise Technologies
New York
$942K -$11.4K -125 -1%
33 34
35
36 37