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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
976
First Heartland Consultants
Missouri
$709K -$54.1K -564 -8%
WPC
977
Wedmont Private Capital
Pennsylvania
$709K -$14.6K -152 -2%
EWM
978
EPG Wealth Management
Georgia
$708K -$10.1K -105 -2%
WQ
979
Wealth Quarterback
New Jersey
$708K +$432K +4,500 +190%
FIM
980
Freedom Investment Management
Connecticut
$707K -$544K -5,669 -45%
SWM
981
Spire Wealth Management
Virginia
$706K +$151K +1,574 +30%
BC
982
Barnett & Company
Tennessee
$705K -$150K -1,559 -19%
CFA
983
Compass Financial Advisors
Indiana
$705K +$21.2K +221 +3%
MGIA
984
Moneta Group Investment Advisors
Missouri
$701K -$92K -958 -12%
AWM
985
Avior Wealth Management
Nebraska
$700K +$109K +1,133 +20%
SFG
986
Summit Financial Group
West Virginia
$700K -$6.34K -66 -1%
IAS
987
Investment Advisory Services
Texas
$696K -$13.7K -143 -2%
WPC
988
Waters Parkerson & Co
Louisiana
$696K -$50.1K -522 -7%
MIP
989
Marietta Investment Partners
Wisconsin
$695K – – –
WWM
990
Western Wealth Management
Colorado
$693K -$813K -8,471 -56%
PFO
991
Pathstone Family Office
New Jersey
$692K +$1.17M +12,239 +173%
BS
992
Bessemer Securities
New York
$690K +$643K +6,700 New
WT
993
Washington Trust
Rhode Island
$689K -$129K -1,348 -17%
BOPW
994
Brandywine Oak Private Wealth
Pennsylvania
$689K -$71K -740 -10%
IB
995
Intrust Bank
Kansas
$688K -$118K -1,225 -15%
CD
996
Chapin Davis
Maryland
$687K +$640K +6,672 New
HL
997
HeadInvest LLC
Maine
$686K +$78.9K +822 +14%
BIA
998
Bigelow Investment Advisors
Maine
$683K -$30.9K -322 -5%
DA
999
Doliver Advisors
Texas
$682K +$397K +4,140 +167%
NWM
1000
Northcape Wealth Management
New York
$681K -$839K -8,744 -57%
38 39
40
41 42