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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIM
876
Hayek Kallen Investment Management
Alabama
$941K -$20.1K -221 -2%
NCM
877
Novare Capital Management
North Carolina
$937K -$256K -2,818 -23%
SWM
878
Spire Wealth Management
Virginia
$927K -$26.6K -292 -3%
BAM
879
Belpointe Asset Management
Nevada
$925K +$105K +1,150 +14%
BFS
880
Burkett Financial Services
South Carolina
$923K +$865K +9,512 New
SWIG
881
Strategic Wealth Investment Group
Kentucky
$918K +$397K +4,364 +86%
UBV
882
United Bank (Virginia)
Virginia
$917K – – –
PWG
883
Portside Wealth Group
Utah
$916K -$107K -1,179 -11%
WFS
884
Widmann Financial Services
Maryland
$899K +$9.1K +100 +1%
TWM
885
Thrive Wealth Management
Pennsylvania
$894K -$7.55K -83 -0.9%
KMWM
886
Keudell/Morrison Wealth Management
Oregon
$893K -$13.6K -150 -2%
MIM
887
Morningstar Investment Management
Illinois
$892K -$3.91K -43 -0.5%
FHB
888
First Hawaiian Bank
Hawaii
$888K +$287K +3,158 +53%
AWA
889
Arete Wealth Advisors
Illinois
$888K +$57.7K +634 +7%
TTWM
890
TCV Trust & Wealth Management
Virginia
$886K +$182 +2 +0%
VCM
891
Violich Capital Management
California
$885K – – –
GWA
892
Gratus Wealth Advisors
Virginia
$884K +$829K +9,114 New
GLR
893
Great Lakes Retirement
Ohio
$884K +$32.1K +353 +4%
SFG
894
Summit Financial Group
West Virginia
$881K +$217K +2,390 +36%
ACS
895
Archford Capital Strategies
Illinois
$879K -$360K -3,953 -30%
WA
896
Wambolt & Associates
Colorado
$877K -$208K -2,284 -20%
LA
897
LVW Advisors
New York
$877K +$435K +4,783 +112%
LNWWM
898
Laird Norton Wetherby Wealth Management
California
$876K -$592K -6,508 -42%
CB
899
Cadence Bank
Mississippi
$876K -$104K -1,140 -11%
WGAM
900
Wilkinson Global Asset Management
New York
$873K – – –
34 35
36
37 38