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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1001
Krilogy Financial
Missouri
$295K – – –
SG
1002
StoneX Group
New York
$294K +$22.7K +294 +8%
MWM
1003
Marietta Wealth Management
Georgia
$293K -$3.71K -48 -1%
MC
1004
Middleton & Co
Massachusetts
$293K +$9.66K +125 +3%
FMWA
1005
Forvis Mazars Wealth Advisors
Missouri
$292K -$64.4K -833 -18%
CWM
1006
Cornerstone Wealth Management
Missouri
$292K +$60.2K +779 +26%
MCM
1007
Marathon Capital Management
Maryland
$290K -$36K -466 -11%
HL
1008
HeadInvest LLC
Maine
$289K -$16K -207 -5%
EGA
1009
Eagle Global Advisors
Texas
$289K – – –
KFC
1010
Klingenstein Fields & Co
New York
$288K -$10.3K -133 -3%
CAG
1011
Crestwood Advisors Group
Massachusetts
$288K -$3.25K -42 -1%
DJSG
1012
D.J. St. Germain
Massachusetts
$287K -$66.4K -859 -19%
CCA
1013
Cobblestone Capital Advisors
New York
$287K -$39K -505 -12%
BA
1014
Bristol Advisors
Pennsylvania
$287K – – –
FQ
1015
First Quadrant
California
$287K – – –
AWCI
1016
Alpine Woods Capital Investors
New York
$283K – – –
AB
1017
AT Bancorp
Iowa
$282K -$696 -9 -0.2%
LSAG
1018
Lake Street Advisors Group
New Hampshire
$281K +$8.43K +109 +3%
PG
1019
Patten Group
Tennessee
$279K -$696 -9 -0.2%
KPCM
1020
Kings Point Capital Management
New York
$278K +$22.5K +291 +9%
MCWS
1021
McKinley Carter Wealth Services
West Virginia
$278K +$39.5K +511 +17%
GRP
1022
Global Retirement Partners
California
$277K +$18.7K +242 +7%
ACA
1023
Anchor Capital Advisors
Massachusetts
$275K -$134K -1,731 -33%
CC
1024
Cadinha & Co
Hawaii
$273K -$389K -5,030 -59%
HFA
1025
HC Financial Advisors
California
$273K +$272K +3,523 New
39 40
41
42 43