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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1001
Sargent Investment Group
Maryland
$1.08M +$215K +1,888 +27%
ACM
1002
Allred Capital Management
Texas
$1.08M +$15.3K +134 +2%
FAIM
1003
Financial Advocates Investment Management
Washington
$1.07M +$29.5K +259 +3%
NC
1004
NovaPoint Capital
Georgia
$1.07M -$1.71K -15 -0.2%
TTWM
1005
TCV Trust & Wealth Management
Virginia
$1.07M -$6.04K -53 -0.6%
AAP
1006
Arax Advisory Partners
Colorado
$1.07M +$140K +1,225 +16%
USCWA
1007
U.S. Capital Wealth Advisors
Texas
$1.06M -$62.7K -550 -6%
SAG
1008
SageView Advisory Group
California
$1.06M -$81.2K -712 -8%
GWA
1009
Gratus Wealth Advisors
Virginia
$1.06M -$19.9K -175 -2%
NRS
1010
Neville Rodie & Shaw
New York
$1.06M -$1.71K -15 -0.2%
APP
1011
Avantax Planning Partners
Iowa
$1.06M -$33.3K -292 -3%
CWM
1012
Crowley Wealth Management
Delaware
$1.06M -$121K -1,059 -11%
BWS
1013
Buck Wealth Strategies
Colorado
$1.05M +$985K +8,638 New
CFCI
1014
Comprehensive Financial Consultants Institutional
Indiana
$1.05M -$9.35K -82 -0.9%
CTA
1015
Chesley Taft & Associates
Illinois
$1.05M -$17.1K -150 -2%
WWM
1016
Western Wealth Management
Colorado
$1.05M -$58.1K -510 -6%
KA
1017
KLCM Advisors
Wisconsin
$1.04M +$67.3K +590 +7%
HCP
1018
Hexagon Capital Partners
Arkansas
$1.04M +$41.8K +367 +5%
EWM
1019
EPG Wealth Management
Georgia
$1.03M +$14.7K +129 +2%
EFG
1020
Everhart Financial Group
Ohio
$1.03M +$109K +956 +13%
KA
1021
Kovack Advisors
Florida
$1.03M -$69.3K -608 -7%
TWM
1022
Thrive Wealth Management
Pennsylvania
$1.03M -$14.6K -128 -1%
ACS
1023
Archford Capital Strategies
Illinois
$1.03M -$4.9K -43 -0.5%
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M -$53.3K -468 -5%
FRA
1025
Frank Rimerman Advisors
California
$1.02M +$2.96K +26 +0.3%
39 40
41
42 43