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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
951
Congress Wealth Management
Massachusetts
$1.09M +$423K +3,737 +58%
FDS
952
First Dallas Securities
Texas
$1.08M +$17.1K +151 +2%
TCOTS
953
Trust Company of the South
North Carolina
$1.08M -$10.5K -93 -0.9%
PWP
954
Precedent Wealth Partners
Texas
$1.08M +$16.3K +144 +1%
FPL
955
Fortress Private Ledger
North Carolina
$1.08M +$1.14M +10,019 New
DFA
956
Delta Financial Advisors
Louisiana
$1.08M +$18.2K +161 +2%
VA
957
Valmark Advisers
Ohio
$1.08M +$25.4K +224 +2%
ECG
958
Edge Capital Group
Georgia
$1.06M +$906 +8 +0.1%
SCM
959
Sollinda Capital Management
Florida
$1.06M +$340 +3 +0%
SFI
960
SPC Financial Inc
Maryland
$1.06M +$170K +1,501 +18%
VCM
961
Violich Capital Management
California
$1.06M -$20.7K -183 -2%
RFA
962
Rollins Financial Advisors
New York
$1.06M +$474K +4,182 +74%
JAG
963
Journey Advisory Group
Kentucky
$1.05M – – –
WCM
964
Winthrop Capital Management
Indiana
$1.05M +$34K +300 +3%
DA
965
Doliver Advisors
Texas
$1.05M +$161K +1,423 +17%
CWM
966
Crowley Wealth Management
Delaware
$1.05M +$1.1M +9,715 New
CIAS
967
CFS Investment Advisory Services
New Jersey
$1.04M -$2.49K -22 -0.2%
OF
968
Outfitter Financial
Maine
$1.04M +$42.5K +375 +4%
MLA
969
My Legacy Advisors
Oregon
$1.04M -$6.12K -54 -0.6%
EI
970
Ethic Inc
New York
$1.03M +$444K +3,919 +69%
PWM
971
Pines Wealth Management
North Carolina
$1.03M +$1.1M +9,744 New
WFS
972
Widmann Financial Services
Maryland
$1.03M +$6.34K +56 +0.6%
PA
973
Procyon Advisors
Connecticut
$1.03M -$35.5K -313 -3%
UBV
974
United Bank (Virginia)
Virginia
$1.03M -$10.4K -92 -1%
CCP
975
Cassia Capital Partners
North Carolina
$1.03M +$255K +2,253 +31%
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