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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
901
Grimes & Company
Massachusetts
$834K +$2.21K +23 +0.3%
SWM
902
Segment Wealth Management
Texas
$833K +$14.4K +150 +2%
CWP
903
Core Wealth Partners
California
$827K +$402K +4,188 New
KFGK
904
Keystone Financial Group (Kentucky)
Kentucky
$825K +$6.82K +71 +0.9%
LWA
905
Lineweaver Wealth Advisors
Ohio
$821K +$6.62K +69 +0.9%
WIM
906
WealthPlan Investment Management
Nebraska
$820K +$116K +1,207 +17%
AMBIA
907
Allen Mooney & Barnes Investment Advisors
Georgia
$819K +$98K +1,021 +15%
QCG
908
Quadrant Capital Group
Ohio
$819K -$42.2K -440 -5%
PWM
909
Perigon Wealth Management
California
$818K -$76K -792 -9%
WP
910
WealthPLAN Partners
Nebraska
$816K +$787K +8,201 New
IIM
911
InTrack Investment Management
Vermont
$813K +$85K +885 +13%
BHIA
912
Birch Hill Investment Advisors
Massachusetts
$812K – – –
RWA
913
Rainsberger Wealth Advisors
Colorado
$811K +$53.7K +559 +8%
SL
914
Salomon & Ludwin
Virginia
$808K +$159K +1,653 +27%
IMOV
915
Investment Management of Virginia
Virginia
$806K -$12.7K -132 -2%
TTWM
916
TCV Trust & Wealth Management
Virginia
$803K -$16.8K -175 -2%
PA
917
Prossimo Advisors
California
$802K +$747K +7,783 New
OIA
918
Optimum Investment Advisors
Illinois
$802K – – –
CS
919
Capital Square
Tennessee
$801K +$4.51K +47 +0.6%
LWAM
920
Legacy Wealth Asset Management
Minnesota
$796K +$13.9K +145 +2%
WHC
921
Wulff, Hansen & Co
California
$796K -$3.84K -40 -0.5%
GLR
922
Great Lakes Retirement
Ohio
$796K +$742K +7,725 New
MYIA
923
Mount Yale Investment Advisors
Colorado
$795K +$1.82K +19 +0.2%
BCA
924
Bay Colony Advisors
Massachusetts
$795K +$72.2K +752 +11%
BONH
925
Bank of New Hampshire
New Hampshire
$794K -$108K -1,130 -13%
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37
38 39