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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
901
Henshaw Capital
Massachusetts
$550K +$6.08K +72 +1%
RDWM
902
Red Door Wealth Management
Tennessee
$548K +$102K +1,204 +21%
GCMG
903
Gyroscope Capital Management Group
Florida
$547K +$41.3K +489 +8%
SIP
904
Stoneridge Investment Partners
Pennsylvania
$546K -$76K -900 -12%
CT
905
Chicago Trust
Illinois
$543K +$5.07K +60 +0.9%
CFD
906
Creative Financial Designs
Indiana
$542K -$61.9K -732 -10%
TFA
907
Transamerica Financial Advisors
Florida
$540K +$570K +6,746 +51,892%
ACA
908
Atlas Capital Advisors
Wyoming
$538K -$35.2K -417 -6%
HFG
909
Heron Financial Group
New York
$534K -$14.4K -170 -3%
RIM
910
Redwood Investment Management
Arizona
$532K +$563K +6,665 New
ACWM
911
Adams Chetwood Wealth Management
North Carolina
$531K -$22.1K -262 -4%
SG
912
StoneX Group
New York
$531K +$118K +1,402 +27%
SWM
913
Stockman Wealth Management
Montana
$529K +$56.4K +667 +11%
FRA
914
Front Row Advisors
California
$528K +$32.5K +385 +6%
EWM
915
EPG Wealth Management
Georgia
$527K +$21K +249 +4%
EWA
916
ERTS Wealth Advisors
Michigan
$526K -$139K -1,649 -20%
AWCI
917
Alpine Woods Capital Investors
New York
$526K -$104K -1,235 -16%
HCM
918
Hodges Capital Management
Texas
$526K +$17.8K +211 +3%
IMOV
919
Investment Management of Virginia
Virginia
$521K -$17.7K -210 -3%
ACM
920
Anfield Capital Management
California
$518K +$10.2K +121 +2%
BFM
921
Boston Financial Management
Massachusetts
$517K – – –
NA
922
Navellier & Associates
Nevada
$517K +$547K +6,473 New
TW
923
Transform Wealth
Colorado
$515K -$76K -900 -12%
GEA
924
Glen Eagle Advisors
New Jersey
$513K +$307K +3,632 +130%
AWA
925
Arete Wealth Advisors
Illinois
$509K -$65.7K -778 -11%
35 36
37
38 39