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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
Marietta Wealth Management
Georgia
$330K +$30.3K +394 +10%
AR
977
Advisory Research
Illinois
$327K -$89.1K -1,158 -22%
WP
978
WealthShield Partners
North Carolina
$327K -$846 -11 -0.3%
SFI
979
SPC Financial Inc
Maryland
$326K -$67.3K -875 -18%
MSFP
980
Mark Sheptoff Financial Planning
Connecticut
$325K – – –
GI
981
Gradient Investments
Minnesota
$325K +$9.92K +129 +3%
MCM
982
McMillion Capital Management
North Carolina
$324K -$25.5K -331 -7%
ARMT
983
Amica Retiree Medical Trust
Rhode Island
$322K – – –
KA
984
Kovack Advisors
Florida
$319K -$72.6K -944 -19%
CWP
985
Capital Wealth Planning
Florida
$318K – – –
PCG
986
Private Capital Group
Connecticut
$318K +$7.61K +99 +3%
RMAM
987
Raab & Moskowitz Asset Management
New Jersey
$317K -$4.69K -61 -1%
HWA
988
Heritage Wealth Advisors
Virginia
$317K +$87.4K +1,136 +39%
MAM
989
Morse Asset Management
Connecticut
$316K – – –
CCA
990
Cobblestone Capital Advisors
New York
$315K +$21.5K +280 +8%
EFSCE
991
Enterprise Financial Services Corp (EFSC)
Missouri
$314K -$4.92K -64 -2%
B
992
Brightworth
Georgia
$313K -$41.8K -544 -12%
HKIM
993
Hayek Kallen Investment Management
Alabama
$313K +$1.69K +22 +0.6%
KFGK
994
Keystone Financial Group (Kentucky)
Kentucky
$313K +$3.23K +42 +1%
SG
995
StoneX Group
New York
$312K +$12.2K +159 +4%
CA
996
Crewe Advisors
Utah
$311K – – –
NSAM
997
North Star Asset Management
Wisconsin
$309K -$5.77K -75 -2%
OCG
998
Opus Capital Group
Ohio
$309K – – –
JA
999
JOYN Advisors
Georgia
$309K +$285K +3,708 +1,818%
IFAM
1000
Institutional & Family Asset Management
Colorado
$307K +$123K +1,600 +70%
38 39
40
41 42