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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
951
Rehmann Capital Advisory Group
Michigan
$714K +$21.7K +230 +3%
CAM
952
Centre Asset Management
New York
$714K – – –
BAM
953
Belpointe Asset Management
Nevada
$714K -$1.08M -11,450 -59%
AAG
954
Armstrong Advisory Group
Massachusetts
$713K -$104K -1,102 -12%
IIM
955
InTrack Investment Management
Vermont
$713K -$110K -1,168 -13%
FBB
956
Fulton Breakefield Broenniman
Maryland
$711K -$58.9K -624 -7%
CIC
957
Carnegie Investment Counsel
Ohio
$711K -$620K -6,568 -45%
CAI
958
Capital Advisors Inc
Oklahoma
$709K +$13.4K +142 +2%
SWM
959
Segment Wealth Management
Texas
$708K – – –
WWM
960
Western Wealth Management
Colorado
$708K -$16.6K -176 -2%
DAM
961
Doheny Asset Management
California
$708K -$9.44K -100 -1%
QIM
962
Quantitative Investment Management
Virginia
$708K +$745K +7,898 New
BHIA
963
Birch Hill Investment Advisors
Massachusetts
$708K – – –
LSPW
964
Lake Street Private Wealth
Illinois
$708K -$16.3K -173 -2%
MHS
965
M Holdings Securities
Oregon
$705K -$422K -4,476 -36%
RCM
966
Radnor Capital Management
Pennsylvania
$703K +$26.9K +285 +4%
MAM
967
Madison Asset Management
Wisconsin
$699K -$7.74K -82 -1%
PA
968
Prossimo Advisors
California
$698K – – –
FVWA
969
Foster Victor Wealth Advisors
South Carolina
$695K -$63.8K -676 -8%
LWAM
970
Legacy Wealth Asset Management
Minnesota
$694K +$283 +3 +0%
BONH
971
Bank of New Hampshire
New Hampshire
$694K +$40.9K +433 +6%
RWA
972
Ropes Wealth Advisors
Massachusetts
$693K +$132K +1,397 +22%
PWM
973
Perigon Wealth Management
California
$692K +$32.1K +340 +5%
WHC
974
Wulff, Hansen & Co
California
$689K – – –
CS
975
Capital Square
Tennessee
$687K +$12.6K +133 +2%
37 38
39
40 41