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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1051
D.J. St. Germain
Massachusetts
$508K +$6.73K +67 +1%
OIA
1052
OneDigital Investment Advisors
Kansas
$507K +$91.4K +910 +22%
TIA
1053
Tiemann Investment Advisors
California
$501K -$15.9K -158 -3%
HW
1054
Hancock Whitney
Mississippi
$499K +$502 +5 +0.1%
AW
1055
Alaethes Wealth
Nevada
$498K – – –
WTC
1056
WhitTier Trust Company
Nevada
$497K – – –
RCM
1057
RB Capital Management
Nevada
$497K +$23.4K +233 +5%
CFS
1058
Cannon Financial Strategists
Georgia
$495K – – –
CWM
1059
Curi Wealth Management
North Carolina
$494K +$804 +8 +0.2%
AWM
1060
Accurate Wealth Management
Florida
$494K +$503K +5,007 New
NB
1061
NBT Bank
New York
$492K – – –
EWM
1062
Elmwood Wealth Management
California
$487K – – –
WANY
1063
Wealthspire Advisors (New York)
New York
$486K -$1.18M -11,743 -70%
GVAG
1064
Great Valley Advisor Group
Delaware
$486K +$11.8K +117 +2%
VWA
1065
Visionary Wealth Advisors
Illinois
$484K -$33.5K -333 -6%
AG
1066
AlphaSimPlex Group
Massachusetts
$483K – – –
SGK
1067
Steigerwald Gordon & Koch
Virginia
$482K -$7.54K -75 -2%
CAM
1068
Campion Asset Management
Virginia
$481K -$81.6K -812 -14%
ABC
1069
Associated Banc-Corp
Wisconsin
$481K +$19.5K +194 +4%
BCA
1070
Bay Colony Advisors
Massachusetts
$475K +$12.8K +127 +3%
PPW
1071
Pasadena Private Wealth
California
$475K +$44.7K +445 +10%
CT
1072
Coastline Trust
Rhode Island
$474K -$10K -100 -2%
QCIG
1073
Quad-Cities Investment Group
Iowa
$473K +$100 +1 +0%
HWA
1074
Heritage Wealth Advisors
Virginia
$472K – – –
BFM
1075
Boston Financial Management
Massachusetts
$472K – – –
41 42
43
44 45