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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ISS
1001
Intesa Sanpaolo SpA.
Italy
$1.18M +$1.22M +10,000 New
WCM
1002
Winthrop Capital Management
Indiana
$1.18M -$18.4K -151 -1%
HTC
1003
Haverford Trust Company
Pennsylvania
$1.17M +$37.9K +310 +3%
BWM
1004
Bluebird Wealth Management
Massachusetts
$1.17M +$1.22M +9,996 New
JSW
1005
Journey Strategic Wealth
New Jersey
$1.17M +$78.6K +644 +7%
WWM
1006
Western Wealth Management
Colorado
$1.16M +$126K +1,030 +12%
KIA
1007
KCM Investment Advisors
California
$1.16M +$89.3K +731 +8%
MG
1008
Mather Group
Illinois
$1.15M -$532K -4,358 -31%
PWM
1009
Pines Wealth Management
North Carolina
$1.15M +$5.98K +49 +0.5%
CT
1010
Chicago Trust
Illinois
$1.15M -$48.8K -400 -4%
KCPG
1011
Kavar Capital Partners Group
Kansas
$1.15M +$1.95K +16 +0.2%
MIM
1012
Moseley Investment Management
Florida
$1.14M +$963K +7,887 +424%
FC
1013
FCA Corp
Texas
$1.14M -$67.9K -556 -5%
TCBWMS
1014
Texas Capital Bank Wealth Management Services
Texas
$1.14M +$689K +5,640 +139%
GC
1015
Grimes & Company
Massachusetts
$1.12M +$14.2K +116 +1%
RA
1016
Ransom Advisory
Rhode Island
$1.12M +$45.2K +370 +4%
CFCI
1017
Comprehensive Financial Consultants Institutional
Indiana
$1.12M +$126K +1,034 +12%
KWA
1018
Kellett Wealth Advisors
Ohio
$1.12M +$488 +4 +0%
CI
1019
CX Institutional
Indiana
$1.11M +$128K +1,052 +12%
SGI
1020
Summit Global Investments
Utah
$1.11M +$1.16M +9,481 New
BAM
1021
Belpointe Asset Management
Nevada
$1.1M +$70.6K +578 +7%
DB
1022
Danske Bank
Denmark
$1.1M – – –
APG
1023
Abacus Planning Group
South Carolina
$1.1M -$19.8K -162 -2%
RFA
1024
Rollins Financial Advisors
New York
$1.1M -$130K -1,067 -10%
SC
1025
Syon Capital
California
$1.09M -$19.7K -161 -2%
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