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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1126
Claris Financial
Virginia
$720K +$757K +6,684 New
AWM
1127
Avior Wealth Management
Nebraska
$719K -$71.6K -632 -9%
KCPG
1128
Kavar Capital Partners Group
Kansas
$718K – – –
NFC
1129
Northstar Financial Companies
Pennsylvania
$718K +$754K +6,660 New
FCP
1130
Fidelis Capital Partners
Florida
$716K +$132K +1,167 +23%
MW
1131
MBL Wealth
North Carolina
$716K +$48.7K +430 +7%
WBCM
1132
Wilson & Boucher Capital Management
California
$716K – – –
ACGA
1133
Atlanta Consulting Group Advisors
Georgia
$714K -$889K -7,843 -54%
CSC
1134
Caldwell Sutter Capital
California
$710K +$3.96K +35 +0.5%
SC
1135
Sapient Capital
Indiana
$709K +$2.61K +23 +0.4%
CCM
1136
Canal Capital Management
Virginia
$709K -$7.28M -64,275 -91%
BIA
1137
Bigelow Investment Advisors
Maine
$706K -$14.8K -131 -2%
SS
1138
SBI Securities
Japan
$705K +$742K +6,547 New
KCM
1139
Kanawha Capital Management
Virginia
$703K -$7.02K -62 -0.9%
KFA
1140
Kapstone Financial Advisors
Ohio
$703K – – –
RC
1141
Rithm Capital
New York
$700K +$736K +6,500 New
OKSA
1142
O'Keefe Stevens Advisory
New York
$700K +$216K +1,905 +41%
CAM
1143
Cidel Asset Management
Ontario, Canada
$698K – – –
MCM
1144
Manchester Capital Management
Vermont
$698K +$340 +3 +0%
CS
1145
Crescent Sterling
Louisiana
$698K – – –
LSAG
1146
Lake Street Advisors Group
New Hampshire
$698K +$5.78K +51 +0.8%
SWM
1147
Spire Wealth Management
Virginia
$697K +$6.23K +55 +0.9%
MGIA
1148
Moneta Group Investment Advisors
Missouri
$695K +$43.2K +381 +6%
SWM
1149
Stockman Wealth Management
Montana
$693K +$54.6K +482 +8%
AAG
1150
Armstrong Advisory Group
Massachusetts
$689K -$24.7K -218 -3%
44 45
46
47 48