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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
951
Waters Parkerson & Co
Louisiana
$813K -$8.62K -83 -1%
EWA
952
EP Wealth Advisors
California
$812K +$36.4K +350 +5%
AC
953
Allstate Corporation
Illinois
$808K -$9.87K -95 -1%
SXL
954
Summit X LLC
Missouri
$808K +$11K +106 +1%
FG
955
Fiduciary Group
Georgia
$806K +$3.53K +34 +0.5%
FFWM
956
Future Financial Wealth Management
Ohio
$806K +$109K +1,050 +17%
BCM
957
BTR Capital Management
California
$804K -$7.79K -75 -1%
TWM
958
Thrive Wealth Management
Pennsylvania
$803K -$45.8K -441 -6%
BDF
959
Balasa Dinverno & Foltz
$799K -$69.4K -668 -9%
CSI
960
Cross Staff Investments
New York
$795K – – –
AFG
961
Albion Financial Group
Utah
$794K -$247K -2,375 -25%
ACM
962
Adalta Capital Management
New York
$793K +$36.4K +350 +5%
PG
963
Patten Group
Tennessee
$793K +$61.1K +588 +9%
SG
964
StoneX Group
New York
$792K +$13.3K +128 +2%
CW
965
Connectus Wealth
Ohio
$792K -$268K -2,585 -26%
CAM
966
Carret Asset Management
New York
$791K -$83.1K -800 -10%
AF
967
Allworth Financial
California
$789K +$12.7K +122 +2%
EA
968
Eudaimonia Advisors
Tennessee
$784K +$4.05K +39 +0.6%
GEA
969
Glen Eagle Advisors
New Jersey
$783K +$6.44K +62 +0.9%
WP
970
WealthPLAN Partners
Nebraska
$783K +$19.2K +185 +3%
WIM
971
WealthPlan Investment Management
Nebraska
$783K +$738K +7,110 New
MLA
972
My Legacy Advisors
Oregon
$782K +$727K +7,000 New
RPCONE
973
Retirement Planning Company of New England
Rhode Island
$781K -$2.91K -28 -0.4%
HBT
974
Hills Bank & Trust
Iowa
$777K -$6.02K -58 -0.8%
GAMC
975
Garner Asset Management Corp
Texas
$777K -$519 -5 -0.1%
37 38
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