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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DCA
1126
DB&C Advisors
Michigan
$1M +$4.42K +35 +0.4%
BHIA
1127
Birch Hill Investment Advisors
Massachusetts
$998K – – –
PCG
1128
Prosperity Consulting Group
Maryland
$995K -$15.5K -123 -2%
FVWA
1129
Foster Victor Wealth Advisors
South Carolina
$995K -$37.3K -296 -4%
LWM
1130
LongView Wealth Management
Georgia
$991K +$2.27K +18 +0.2%
SFG
1131
SNS Financial Group
Minnesota
$991K +$987K +7,827 New
WTC
1132
WhitTier Trust Company
Nevada
$987K +$20.9K +166 +2%
FG
1133
Fiduciary Group
Georgia
$983K -$22.6K -179 -2%
MYAM
1134
Meiji Yasuda Asset Management
Japan
$983K +$1.14K +9 +0.1%
NW
1135
NewEdge Wealth
Pennsylvania
$979K +$162K +1,287 +20%
FT
1136
Fiduciary Trust
Massachusetts
$978K -$340K -2,695 -26%
SIA
1137
Strategic Investment Advisors
Michigan
$976K -$142K -1,126 -13%
SC
1138
Sawyer & Company
Massachusetts
$970K -$29.6K -235 -3%
BRWM
1139
Blue Rock Wealth Management
North Carolina
$967K +$12.7K +101 +1%
AWM
1140
Angeles Wealth Management
California
$964K +$10.7K +85 +1%
SI
1141
SCP Investment
California
$962K +$959K +7,600 New
LFA
1142
Legacy Financial Advisors
Kentucky
$958K +$21.9K +174 +2%
CBOR
1143
Community Bank of Raymore
Missouri
$958K – – –
BIA
1144
Bigelow Investment Advisors
Maine
$957K +$3.15K +25 +0.3%
HW
1145
HORAN Wealth
Ohio
$953K +$36.5K +289 +4%
IP
1146
Integras Partners
Georgia
$951K +$948K +7,512 New
GI
1147
Gradient Investments
Minnesota
$950K +$29.9K +237 +3%
OFS
1148
OneAscent Financial Services
Alabama
$949K -$190K -1,510 -17%
HPC
1149
HM Payson & Co
Maine
$945K -$65.8K -522 -7%
LF
1150
Lantz Financial
Illinois
$942K +$36.3K +288 +4%
44 45
46
47 48