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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1051
Marathon Capital Management
Maryland
$295K +$1.36K +16 +0.5%
AWM
1052
Apollon Wealth Management
South Carolina
$295K +$286K +3,356 New
TC
1053
Telemus Capital
Michigan
$294K +$3.75K +44 +1%
AAIM
1054
Asset Advisors Investment Management
Georgia
$294K +$13.4K +158 +5%
JPMIA
1055
J.P. Marvel Investment Advisors
Massachusetts
$294K +$290K +3,411 New
DK
1056
Darrell & King
Virginia
$293K -$8.68K -102 -3%
PWP
1057
Private Wealth Partners
California
$293K +$58.9K +692 +26%
BSB
1058
Bangor Savings Bank
Maine
$292K -$6.38K -75 -2%
TL
1059
TrueWealth LLC
Georgia
$291K +$170K +2,000 +145%
FMWA
1060
Forvis Mazars Wealth Advisors
Missouri
$289K -$47.6K -559 -14%
EIA
1061
Edgemoor Investment Advisors
Maryland
$289K -$11.1K -130 -4%
SLT
1062
St Louis Trust
Missouri
$288K – – –
VWM
1063
Venturi Wealth Management
Texas
$288K +$289K +3,401 New
CAM
1064
Centre Asset Management
New York
$287K -$40.9K -480 -13%
MYIA
1065
Mount Yale Investment Advisors
Colorado
$287K -$31.9K -375 -11%
CIS
1066
Connors Investor Services
Pennsylvania
$287K – – –
MFP
1067
Meridian Financial Partners
Virginia
$287K +$283K +3,322 New
MWM
1068
Marietta Wealth Management
Georgia
$286K -$76.1K -894 -21%
MOS
1069
MGO One Seven
Ohio
$286K +$55.8K +656 +25%
GIP
1070
Greatmark Investment Partners
Georgia
$285K – – –
BWCS
1071
Beirne Wealth Consulting Services
Connecticut
$285K +$281K +3,298 New
CAM
1072
Costello Asset Management
Pennsylvania
$285K +$281K +3,298 New
ABC
1073
Associated Banc-Corp
Wisconsin
$284K +$15.6K +183 +6%
EWA
1074
Exencial Wealth Advisors
Oklahoma
$283K -$20.6K -242 -7%
SG
1075
StoneX Group
New York
$283K +$10.9K +128 +4%
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