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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
901
Trivium Point Advisory
Connecticut
$1.43M +$49.8K +422 +4%
MAM
902
Mystic Asset Management
Rhode Island
$1.43M +$708 +6 +0%
RCM
903
Raleigh Capital Management
North Carolina
$1.42M +$25K +212 +2%
WJWM
904
Williams Jones Wealth Management
New York
$1.42M -$23.6K -200 -2%
FAM
905
Formidable Asset Management
Ohio
$1.42M – – –
IIM
906
InTrack Investment Management
Vermont
$1.42M +$319K +2,707 +29%
EM
907
Excalibur Management
Massachusetts
$1.42M -$28.9K -245 -2%
PWG
908
Portside Wealth Group
Utah
$1.41M +$44.5K +377 +3%
MHIC
909
Marble Harbor Investment Counsel
Massachusetts
$1.41M -$23.6K -200 -2%
CCAM
910
Cascades Capital Asset Management
North Carolina
$1.41M +$428K +3,623 +43%
FRA
911
Frank Rimerman Advisors
California
$1.41M +$423K +3,586 +43%
BFS
912
Burkett Financial Services
South Carolina
$1.41M +$11.2K +95 +0.8%
EFG
913
Everhart Financial Group
Ohio
$1.41M +$410K +3,475 +41%
MWM
914
Modern Wealth Management
Kansas
$1.4M +$162K +1,369 +13%
LWM
915
LongView Wealth Management
Georgia
$1.4M -$112K -947 -7%
JSL
916
JT Stratford LLC
Georgia
$1.39M +$33.9K +287 +2%
GSB
917
Greenfield Savings Bank
Massachusetts
$1.38M -$13.5K -114 -1%
TG
918
TCW Group
California
$1.38M +$28.9K +245 +2%
IAIM
919
International Assets Investment Management
Florida
$1.37M -$455K -3,855 -25%
CA
920
Claro Advisors
Massachusetts
$1.37M -$99.8K -846 -7%
HSA
921
HBK Sorce Advisory
Pennsylvania
$1.36M -$25K -212 -2%
FT
922
Fiduciary Trust
Massachusetts
$1.36M +$40K +339 +3%
CAM
923
Columbia Asset Management
Michigan
$1.35M -$47K -398 -3%
BFO
924
Biltmore Family Office
North Carolina
$1.35M – – –
LC
925
LCNB Corp
Ohio
$1.35M -$11.8K -100 -0.9%
35 36
37
38 39