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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TE
876
Tema ETFs
New York
$1.63M +$1.6M +13,153 New
NFC
877
Northstar Financial Companies
Pennsylvania
$1.63M +$370K +3,046 +30%
TI
878
Tidal Investments
Wisconsin
$1.61M -$48.3K -398 -3%
TCOV
879
Trust Company of Vermont
Vermont
$1.61M +$30.3K +250 +2%
CW
880
CreativeOne Wealth
Kansas
$1.61M +$71.5K +589 +5%
NCM
881
Novare Capital Management
North Carolina
$1.6M +$7.28K +60 +0.5%
MIM
882
MTM Investment Management
South Carolina
$1.6M +$2.31K +19 +0.1%
HCM
883
Highview Capital Management
Illinois
$1.59M +$36.4K +300 +2%
WJWM
884
Williams Jones Wealth Management
New York
$1.59M +$100K +824 +7%
CWP
885
Concord Wealth Partners
Virginia
$1.59M -$1.18M -9,735 -43%
KCM
886
Kennondale Capital Management
Virginia
$1.59M – – –
WG
887
Welch Group
Alabama
$1.59M +$51.1K +421 +3%
NSB
888
Norway Savings Bank
Maine
$1.58M +$34.2K +282 +2%
PWG
889
Portside Wealth Group
Utah
$1.58M +$96.4K +794 +7%
NP
890
NorthRock Partners
Minnesota
$1.57M +$416K +3,431 +37%
CCAM
891
Cascades Capital Asset Management
North Carolina
$1.57M +$89.3K +736 +6%
OWM
892
Orca Wealth Management
Florida
$1.57M -$6.31K -52 -0.4%
HSA
893
HBK Sorce Advisory
Pennsylvania
$1.56M +$72.8K +600 +5%
BL
894
BFSG LLC
California
$1.56M +$54.9K +452 +4%
RCM
895
Raleigh Capital Management
North Carolina
$1.56M +$64.4K +531 +4%
RFA
896
ROI Financial Advisors
Oregon
$1.56M +$6.55K +54 +0.4%
BIG
897
Brooklyn Investment Group
New York
$1.56M -$70.3K -579 -4%
MWM
898
Modern Wealth Management
Kansas
$1.55M +$75.1K +619 +5%
DT
899
Diversified Trust
Tennessee
$1.55M -$255K -2,104 -14%
ACG
900
Allen Capital Group
Nebraska
$1.55M +$38.1K +314 +3%
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