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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
926
Marcum Wealth
Ohio
$904K -$107K -1,123 -11%
CCA
927
Checchi Capital Advisers
California
$902K +$55.6K +586 +7%
KFGK
928
Keystone Financial Group (Kentucky)
Kentucky
$899K +$134K +1,408 +18%
AIP
929
Ameritas Investment Partners
Nebraska
$893K -$62K -654 -7%
MIM
930
Morningstar Investment Management
Illinois
$889K – – –
CCM
931
Chiron Capital Management
Florida
$886K +$84.9K +895 +11%
SWM
932
Spire Wealth Management
Virginia
$881K -$56.6K -597 -6%
AMBIA
933
Allen Mooney & Barnes Investment Advisors
Georgia
$876K -$150K -1,579 -15%
SFG
934
Summit Financial Group
West Virginia
$876K -$2.37K -25 -0.3%
VT
935
Vise Technologies
New York
$874K -$64.1K -676 -7%
FNA
936
First National Advisers
Nebraska
$869K +$386K +4,074 +83%
KMWM
937
Keudell/Morrison Wealth Management
Oregon
$869K -$20.6K -217 -2%
OF
938
Outfitter Financial
Maine
$867K +$851K +8,965 New
ACM
939
Allred Capital Management
Texas
$862K -$97.7K -1,030 -10%
GC
940
Grimes & Company
Massachusetts
$860K +$6.17K +65 +0.7%
TTWM
941
TCV Trust & Wealth Management
Virginia
$854K -$28.9K -305 -3%
CB
942
Cadence Bank
Mississippi
$852K -$20.1K -212 -2%
BIM
943
Baldwin Investment Management
Pennsylvania
$849K +$47.4K +500 +6%
PWM
944
Perigon Wealth Management
California
$846K +$105K +1,104 +14%
WWM
945
Western Wealth Management
Colorado
$841K +$68.7K +724 +9%
KA
946
Kovack Advisors
Florida
$840K +$146K +1,543 +22%
TWM
947
Thrive Wealth Management
Pennsylvania
$839K -$50.8K -535 -6%
WCM
948
Winthrop Capital Management
Indiana
$836K +$8.82K +93 +1%
FHB
949
First Hawaiian Bank
Hawaii
$835K -$49K -516 -6%
WSFS
950
Wilmington Savings Fund Society
Delaware
$832K +$816K +8,604 New
36 37
38
39 40