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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
976
Rehmann Capital Advisory Group
Michigan
$739K -$29.7K -327 -4%
RC
977
Resolution Capital
Australia
$739K -$90.7K -997 -12%
HNWAG
978
High Net Worth Advisory Group
Florida
$735K – – –
CA
979
Cornerstone Advisory
Maryland
$732K -$73.4K -807 -10%
CD
980
Chapin Davis
Maryland
$732K – – –
WT
981
Washington Trust
Rhode Island
$731K +$45.8K +503 +7%
IFG
982
Independent Financial Group
California
$730K -$13.5K -148 -2%
AWA
983
Arkadios Wealth Advisors
Georgia
$728K +$63.4K +697 +10%
PI
984
PFG Investments
New York
$728K -$23.5K -258 -3%
OIA
985
Optimum Investment Advisors
Illinois
$727K -$4K -44 -0.6%
QCG
986
Quadrant Capital Group
Ohio
$724K -$127K -1,391 -16%
AIMA
987
Ables Iannone Moore & Associates
Georgia
$722K +$676K +7,437 New
DFG
988
Delta Financial Group
New Jersey
$716K +$35.2K +387 +6%
WCM
989
Weaver Capital Management
Georgia
$711K +$667K +7,329 New
BIG
990
Brooklyn Investment Group
New York
$711K +$666K +7,323 New
NP
991
NorthRock Partners
Minnesota
$710K +$219K +2,408 +49%
CW
992
CreativeOne Wealth
Kansas
$705K -$71K -781 -10%
P
993
&Partners
Tennessee
$704K +$208K +2,284 +45%
AAG
994
Armstrong Advisory Group
Massachusetts
$703K -$69.5K -764 -10%
FPGT
995
Financial Partners Group (Tennessee)
Tennessee
$701K +$2.55K +28 +0.4%
LF
996
Lantz Financial
Illinois
$701K +$109K +1,201 +20%
WBC
997
Westpac Banking Corp
Australia
$701K +$657K +7,222 New
NFSG
998
Newbridge Financial Services Group
Florida
$700K -$70K -770 -10%
CS
999
Crescent Sterling
Louisiana
$700K +$3.18K +35 +0.5%
GWMR
1000
GC Wealth Management RIA
Massachusetts
$697K +$653K +7,184 New
38 39
40
41 42