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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
876
Ingalls & Snyder LLC
New York
$1.28M -$343K -3,082 -22%
AWA
877
Arkadios Wealth Advisors
Georgia
$1.28M +$194K +1,747 +19%
FT
878
Fiduciary Trust
Massachusetts
$1.28M -$3K -27 -0.2%
MAM
879
Mystic Asset Management
Rhode Island
$1.28M +$668 +6 +0.1%
FCM
880
Fourpath Capital Management
Oklahoma
$1.27M -$182K -1,636 -13%
1SB
881
1ST Source Bank
Indiana
$1.27M -$15.4K -138 -1%
LWP
882
LMG Wealth Partners
Louisiana
$1.27M – – –
FNC
883
First National Corp
Massachusetts
$1.26M -$95.9K -862 -7%
EWM
884
Evermay Wealth Management
Virginia
$1.25M -$21.9K -197 -2%
FNA
885
First National Advisers
Nebraska
$1.25M +$267K +2,395 +28%
CF
886
Convergence Financial
Missouri
$1.24M +$171K +1,538 +17%
BCG
887
BayBridge Capital Group
California
$1.24M +$1.2M +10,794 New
PWG
888
Portside Wealth Group
Utah
$1.23M +$64.4K +579 +6%
VLKIM
889
Van Lanschot Kempen Investment Management
Netherlands
$1.22M +$1.18M +10,586 New
PWM
890
Perigon Wealth Management
California
$1.22M +$243K +2,184 +26%
TG
891
TCW Group
California
$1.22M -$28K -252 -2%
FTIS
892
First Trust Investment Solutions
Florida
$1.22M +$223K +2,004 +23%
CG
893
Caprock Group
Idaho
$1.21M +$235K +2,115 +25%
BL
894
BFSG LLC
California
$1.21M -$26.2K -235 -2%
BAM
895
Belpointe Asset Management
Nevada
$1.21M +$392K +3,525 +50%
IAS
896
Insigneo Advisory Services
Florida
$1.21M +$45.9K +412 +4%
BC
897
Bridgefront Capital
Texas
$1.21M +$1.17M +10,476 New
WWA
898
WCG Wealth Advisors
Nevada
$1.21M +$1.16M +10,453 New
ACG
899
Allen Capital Group
Nebraska
$1.2M -$32.3K -290 -3%
RA
900
Ransom Advisory
Rhode Island
$1.2M -$5.57K -50 -0.5%
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