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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1001
Radnor Capital Management
Pennsylvania
$736K – – –
IFG
1002
Independent Financial Group
California
$733K +$4.55K +48 +0.6%
PWP
1003
Precedent Wealth Partners
Texas
$730K +$84.1K +886 +13%
RWP
1004
RWA Wealth Partners
Massachusetts
$727K -$9.96K -105 -1%
HPC
1005
HM Payson & Co
Maine
$726K -$52.3K -551 -7%
FCAS
1006
First Command Advisory Services
Texas
$726K -$40.4K -426 -5%
TC
1007
Torno Capital
Massachusetts
$725K +$712K +7,500 New
OIA
1008
Optimum Investment Advisors
Illinois
$725K – – –
CS
1009
Crescent Sterling
Louisiana
$724K +$25.8K +272 +4%
CAM
1010
Centre Asset Management
New York
$721K -$24.7K -260 -3%
CIC
1011
Carnegie Investment Counsel
Ohio
$721K -$93.5K -986 -12%
KIA
1012
KCM Investment Advisors
California
$715K -$32.7K -345 -4%
NC
1013
NovaPoint Capital
Georgia
$713K -$124K -1,306 -15%
RCAG
1014
Rehmann Capital Advisory Group
Michigan
$713K -$23.1K -244 -3%
APG
1015
Abacus Planning Group
South Carolina
$709K -$48.4K -510 -7%
LF
1016
Lantz Financial
Illinois
$708K +$9.2K +97 +1%
CFS
1017
Cannon Financial Strategists
Georgia
$708K +$22.3K +235 +3%
BAM
1018
Belpointe Asset Management
Nevada
$706K -$212K -2,234 -23%
BP
1019
Ballentine Partners
Massachusetts
$704K -$75.2K -793 -10%
MFA
1020
Mayflower Financial Advisors
Massachusetts
$704K -$26.5M -279,085 -97%
AAG
1021
Armstrong Advisory Group
Massachusetts
$703K – – –
AIMA
1022
Ables Iannone Moore & Associates
Georgia
$703K -$15.7K -166 -2%
FPGT
1023
Financial Partners Group (Tennessee)
Tennessee
$703K +$3.98K +42 +0.6%
FHC
1024
First Heartland Consultants
Missouri
$703K +$9.39K +99 +1%
AWM
1025
Avior Wealth Management
Nebraska
$702K +$163K +1,714 +31%
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