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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
1051
Keystone Financial Group (Kentucky)
Kentucky
$414K +$824 +10 +0.2%
ACM
1052
Advisors Capital Management
New Jersey
$414K +$6.1K +74 +2%
CFA
1053
CWS Financial Advisors
Michigan
$412K -$54.3K -659 -12%
AWM
1054
Absher Wealth Management
North Carolina
$410K -$48.4K -587 -11%
RWA
1055
Ropes Wealth Advisors
Massachusetts
$410K -$40.1K -487 -10%
CB
1056
Cadence Bank
Mississippi
$407K -$5.69K -69 -1%
LFA
1057
Legacy Financial Advisors
Kentucky
$407K +$379K +4,596 New
DWM
1058
Darwin Wealth Management
Florida
$406K -$139K -1,681 -27%
WCA
1059
Westover Capital Advisors
Delaware
$405K +$377K +4,569 New
VIA
1060
Vident Investment Advisory
Georgia
$404K +$39.4K +478 +12%
HWM
1061
Holloway Wealth Management
Florida
$403K – – –
CT
1062
Coastline Trust
Rhode Island
$400K +$50.4K +612 +16%
DA
1063
Doliver Advisors
Texas
$398K +$65.1K +790 +21%
BFC
1064
Bedel Financial Consulting
Indiana
$397K – – –
CHA
1065
Carmichael Hill & Associates
Maryland
$397K +$495 +6 +0.1%
MSFP
1066
Mark Sheptoff Financial Planning
Connecticut
$396K +$165 +2 +0%
BC
1067
Burney Company
Virginia
$394K +$17.6K +214 +5%
BUB
1068
BBVA USA Bancshares
Texas
$393K -$2.72K -33 -0.7%
WTC
1069
WhitTier Trust Company
Nevada
$393K – – –
QCG
1070
Quadrant Capital Group
Ohio
$392K -$20.6K -250 -5%
TCA
1071
Transcend Capital Advisors
New Jersey
$390K +$363K +4,403 New
BBNA
1072
Bremer Bank National Association
Minnesota
$389K -$70.6K -857 -16%
KIA
1073
KCM Investment Advisors
California
$388K -$41.2K -500 -10%
SS
1074
Sunbelt Securities
Texas
$388K +$107K +1,304 +42%
FAT
1075
First American Trust
California
$388K +$361K +4,380 New
41 42
43
44 45