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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
876
Buckley Wealth Management
Nevada
$743K – – –
CCM
877
Compton Capital Management
Rhode Island
$743K – – –
TTWM
878
TCV Trust & Wealth Management
Virginia
$742K -$15.5K -150 -2%
SWM
879
Segment Wealth Management
Texas
$741K -$10.4K -100 -1%
DCM
880
Dupont Capital Management
Delaware
$738K -$385K -3,721 -33%
DT
881
Diversified Trust
Tennessee
$735K -$1.76K -17 -0.2%
ACA
882
Aptus Capital Advisors
Alabama
$733K -$8.59K -83 -1%
FFC
883
First Financial Corp
Indiana
$731K -$10.2K -99 -1%
ACWM
884
Adams Chetwood Wealth Management
North Carolina
$729K +$168K +1,625 +28%
IMOV
885
Investment Management of Virginia
Virginia
$724K +$5.18K +50 +0.7%
WP
886
WealthPLAN Partners
Nebraska
$723K -$13.4K -129 -2%
FIM
887
Freedom Investment Management
Connecticut
$720K +$55.7K +538 +8%
CCP
888
Corient Capital Partners
California
$717K -$3.52K -34 -0.5%
LCM
889
Logan Capital Management
Pennsylvania
$716K +$2.28K +22 +0.3%
SXL
890
Summit X LLC
Missouri
$715K -$8.59K -83 -1%
MGWM
891
Marks Group Wealth Management
Minnesota
$714K +$11K +106 +1%
TI
892
Tidal Investments
Wisconsin
$713K +$124K +1,199 +20%
WIC
893
Whitegate Investment Counselors
New Hampshire
$712K -$9.42K -91 -1%
PCM
894
Parsons Capital Management
Rhode Island
$712K -$1.03K -10 -0.1%
FMW
895
Farr Miller & Washington
District of Columbia
$712K – – –
WPP
896
Whalerock Point Partners
Rhode Island
$711K +$140K +1,350 +23%
WPC
897
Waters Parkerson & Co
Louisiana
$710K – – –
KCPG
898
Kavar Capital Partners Group
Kansas
$708K +$207 +2 +0%
AA
899
Ancora Advisors
Ohio
$702K +$5.59K +54 +0.8%
RA
900
RFG Advisory
Alabama
$698K -$16.7K -161 -2%
34 35
36
37 38