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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
976
Challenger Wealth Management
California
$1.17M +$5.19K +44 +0.4%
PWM
977
Pines Wealth Management
North Carolina
$1.17M +$15.9K +135 +1%
RA
978
Ransom Advisory
Rhode Island
$1.16M -$79.7K -675 -6%
RGF
979
Retirement Guys Formula
Ohio
$1.16M +$91.6K +776 +9%
CCP
980
Cassia Capital Partners
North Carolina
$1.16M -$27K -229 -2%
HAM
981
Harmony Asset Management
Arizona
$1.16M -$774K -6,558 -40%
VAM
982
Verity Asset Management
North Carolina
$1.15M +$13.3K +113 +1%
FC
983
FCA Corp
Texas
$1.15M +$14.8K +125 +1%
APG
984
Abacus Planning Group
South Carolina
$1.15M +$39.9K +338 +4%
KCPG
985
Kavar Capital Partners Group
Kansas
$1.14M – – –
CIAS
986
CFS Investment Advisory Services
New Jersey
$1.14M +$5.07K +43 +0.4%
CG
987
Corundum Group
Colorado
$1.14M +$19K +161 +2%
OKSA
988
O'Keefe Stevens Advisory
New York
$1.14M +$189K +1,598 +20%
BWP
989
Balboa Wealth Partners
Arizona
$1.13M +$21.1K +179 +2%
DFA
990
Delta Financial Advisors
Louisiana
$1.13M -$46.5K -394 -4%
ISL
991
Ingalls & Snyder LLC
New York
$1.13M -$119K -1,005 -9%
MW
992
MBL Wealth
North Carolina
$1.13M +$56.3K +477 +5%
FPL
993
Fortress Private Ledger
North Carolina
$1.13M +$1.89K +16 +0.2%
UBV
994
United Bank (Virginia)
Virginia
$1.13M – – –
KWA
995
Kellett Wealth Advisors
Ohio
$1.12M +$472 +4 +0%
PA
996
Procyon Advisors
Connecticut
$1.12M +$70.8K +600 +7%
SCM
997
Sollinda Capital Management
Florida
$1.11M +$354 +3 +0%
GC
998
Grimes & Company
Massachusetts
$1.11M +$4.72K +40 +0.4%
JAG
999
Journey Advisory Group
Kentucky
$1.11M -$1.77K -15 -0.2%
FNA
1000
First National Advisers
Nebraska
$1.1M +$32.5K +275 +3%
38 39
40
41 42