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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1076
Marietta Wealth Management
Georgia
$286K -$76.1K -894 -21%
MOS
1077
MGO One Seven
Ohio
$286K +$55.8K +656 +25%
GIP
1078
Greatmark Investment Partners
Georgia
$285K – – –
BWCS
1079
Beirne Wealth Consulting Services
Connecticut
$285K +$281K +3,298 New
CAM
1080
Costello Asset Management
Pennsylvania
$285K +$281K +3,298 New
ABC
1081
Associated Banc-Corp
Wisconsin
$284K +$15.6K +183 +6%
EWA
1082
Exencial Wealth Advisors
Oklahoma
$283K -$20.6K -242 -7%
SG
1083
StoneX Group
New York
$283K +$10.9K +128 +4%
IFAM
1084
Institutional & Family Asset Management
Colorado
$279K -$55.6K -653 -17%
BDF
1085
Balasa Dinverno & Foltz
$279K -$28.8K -338 -9%
HIC
1086
Harvey Investment Company
Kentucky
$279K +$276K +3,238 New
KFGK
1087
Keystone Financial Group (Kentucky)
Kentucky
$277K -$31.6K -371 -10%
BONST
1088
Bank of Nova Scotia Trust
Ontario, Canada
$276K -$85.6K -1,006 -24%
SCM
1089
Salem Capital Management
Massachusetts
$275K – – –
FIM
1090
Frontier Investment Management
Texas
$274K -$105K -1,233 -28%
TC
1091
TownSquare Capital
Utah
$274K +$263K +3,092 New
FWCM
1092
Ferguson Wellman Capital Management
Oregon
$273K – – –
PAI
1093
Pittenger & Anderson Inc
Nebraska
$273K – – –
ACM
1094
AlphaStar Capital Management
North Carolina
$273K +$30.1K +354 +13%
CCA
1095
Cobblestone Capital Advisors
New York
$272K -$66.8K -785 -20%
CCT
1096
Country Club Trust
Missouri
$272K +$681 +8 +0.3%
H
1097
HoyleCohen
California
$272K +$6.89K +81 +3%
AA
1098
Apriem Advisors
California
$272K +$8.51K +100 +3%
MIC
1099
Meridian Investment Counsel
California
$271K – – –
TW
1100
TrinityPoint Wealth
Connecticut
$269K +$265K +3,116 New
42 43
44
45 46