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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1026
Verity Asset Management
North Carolina
$1.14M -$69.4K -572 -6%
RA
1027
Ransom Advisory
Rhode Island
$1.14M -$77.9K -642 -7%
EPM
1028
Elm Partners Management
Pennsylvania
$1.13M +$4.73K +39 +0.4%
CWM
1029
Crowley Wealth Management
Delaware
$1.13M +$58.9K +485 +6%
NI
1030
Nepsis Inc
Minnesota
$1.13M -$230K -1,897 -17%
SCI
1031
Stableford Capital II
Arizona
$1.13M +$5.1K +42 +0.5%
KIA
1032
KCM Investment Advisors
California
$1.13M +$33.9K +279 +3%
A
1033
AlphaQuest
New York
$1.13M -$428K -3,525 -28%
LNWWM
1034
Laird Norton Wetherby Wealth Management
California
$1.12M -$5.34K -44 -0.5%
BPWM
1035
BCS Private Wealth Management
New Jersey
$1.12M +$9.1K +75 +0.8%
JCFM
1036
JBR Co Financial Management
Oklahoma
$1.12M -$3.15K -26 -0.3%
CAG
1037
Crestwood Advisors Group
Massachusetts
$1.12M +$318K +2,622 +41%
KCM
1038
Kanawha Capital Management
Virginia
$1.12M +$186K +1,533 +20%
FDS
1039
First Dallas Securities
Texas
$1.12M – – –
FNC
1040
First National Corp
Massachusetts
$1.12M -$143K -1,176 -11%
WWM
1041
Western Wealth Management
Colorado
$1.09M -$7.89K -65 -0.7%
VCM
1042
Violich Capital Management
California
$1.09M – – –
BAM
1043
Belpointe Asset Management
Nevada
$1.09M -$57.8K -476 -5%
PFGIA
1044
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M +$1.33K +11 +0.1%
HPC
1045
HM Payson & Co
Maine
$1.08M +$101K +831 +11%
ACM
1046
Allred Capital Management
Texas
$1.07M +$13.1K +108 +1%
CCWM
1047
Cassaday & Co Wealth Management
Virginia
$1.06M +$7.4K +61 +0.7%
NRS
1048
Neville Rodie & Shaw
New York
$1.06M -$6.07K -50 -0.6%
GVAG
1049
Great Valley Advisor Group
Delaware
$1.06M +$17.4K +143 +2%
GWA
1050
Gratus Wealth Advisors
Virginia
$1.06M -$8.62K -71 -0.8%
40 41
42
43 44