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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1101
Gradient Investments
Minnesota
$923K +$333K +2,744 +58%
CI
1102
Cigna Investments
Connecticut
$920K -$19.9K -164 -2%
HW
1103
HORAN Wealth
Ohio
$916K +$609K +5,015 +210%
V
1104
VeraBank
Texas
$914K -$35.7K -294 -4%
SAI
1105
Savvy Advisors Inc
New York
$914K +$206K +1,700 +30%
MFA
1106
Mayflower Financial Advisors
Massachusetts
$911K +$5.58K +46 +0.6%
SMA
1107
Sage Mountain Advisors
Georgia
$909K +$448K +3,695 +101%
ZIM
1108
Zacks Investment Management
Illinois
$909K +$8.74K +72 +1%
IA
1109
Inspire Advisors
Idaho
$907K -$97.4K -803 -10%
WC
1110
Wexford Capital
Florida
$907K -$2.12M -17,489 -70%
ACGA
1111
Atlanta Consulting Group Advisors
Georgia
$906K +$849 +7 +0.1%
PAG
1112
Powers Advisory Group
Illinois
$905K +$65.4K +539 +8%
LFA
1113
Legacy Financial Advisors
Kentucky
$903K +$135K +1,112 +18%
AIP
1114
Ameritas Investment Partners
Nebraska
$901K -$58K -478 -6%
BIA
1115
Bigelow Investment Advisors
Maine
$901K -$5.1K -42 -0.6%
PAI
1116
Pittenger & Anderson Inc
Nebraska
$897K – – –
AWA
1117
Arete Wealth Advisors
Illinois
$896K +$39.9K +329 +5%
CB
1118
Cadence Bank
Mississippi
$895K -$31.4K -259 -3%
RWM
1119
Revisor Wealth Management
Ohio
$892K -$1.46K -12 -0.2%
WFG
1120
Wills Financial Group
Virginia
$885K +$38K +313 +5%
OHWA
1121
Oak Hill Wealth Advisors
Virginia
$884K -$55.3K -456 -6%
FC
1122
FORA Capital
Florida
$884K +$867K +7,145 New
FNBTCON
1123
First National Bank & Trust Co of Newtown
Pennsylvania
$881K -$110K -905 -11%
AFG
1124
Albion Financial Group
Utah
$879K +$7.04K +58 +0.8%
MA
1125
McGrath & Associates
North Carolina
$878K -$12.1K -100 -1%
43 44
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