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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACWM
926
Adams Chetwood Wealth Management
North Carolina
$571K -$16.2K -197 -3%
TA
927
Tiedemann Advisors
New York
$569K -$1.1M -13,288 -67%
KCPG
928
Kavar Capital Partners Group
Kansas
$569K +$529K +6,423 New
TF
929
TLWM Financial
Texas
$566K +$18.3K +222 +4%
FAM
930
Formidable Asset Management
Ohio
$558K -$3.46K -42 -0.7%
EWA
931
ERTS Wealth Advisors
Michigan
$557K -$24.4K -296 -4%
RIA
932
Realta Investment Advisors
Delaware
$556K +$56.1K +681 +12%
MGWM
933
Marks Group Wealth Management
Minnesota
$555K +$13.9K +169 +3%
AF
934
Aldebaran Financial
$554K +$1.98K +24 +0.4%
TW
935
Transform Wealth
Colorado
$553K -$16.5K -200 -3%
IB
936
Intrust Bank
Kansas
$553K +$150K +1,824 +41%
ALAM
937
Asahi Life Asset Management
Japan
$551K +$41.2K +500 +9%
DS
938
DRW Securities
Illinois
$551K +$513K +6,218 New
T
939
TRUADVICE
Florida
$550K +$496K +6,021 New
LSPW
940
Lake Street Private Wealth
Illinois
$548K +$16.5K +200 +3%
VAM
941
Verity Asset Management
North Carolina
$547K -$102K -1,239 -17%
HI
942
Hudock Inc
Pennsylvania
$544K +$1.73K +21 +0.3%
AWM
943
Avior Wealth Management
Nebraska
$543K -$91.4K -1,109 -15%
AIM
944
Aspen Investment Management
Michigan
$540K -$11.4K -138 -2%
CAG
945
Crestwood Advisors Group
Massachusetts
$540K -$907 -11 -0.2%
WSC
946
Wellington Shields & Co
New York
$540K +$577 +7 +0.1%
GP
947
Girard Partners
Pennsylvania
$540K +$21.1K +256 +4%
PFC
948
Phocas Financial Corp
California
$538K -$501K -6,084 Closed
NSIM
949
North Star Investment Management
Illinois
$538K – – –
GSBTD
950
Glenview State Bank Trust Department
Illinois
$538K +$12.4K +150 +3%
36 37
38
39 40