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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
1126
Legacy Wealth Asset Management
Minnesota
$815K -$14.7K -129 -2%
WFI
1127
West Family Investments
California
$809K -$44.1K -387 -6%
WT
1128
Washington Trust
Rhode Island
$808K -$47K -412 -6%
SWA
1129
Stratos Wealth Advisors
Ohio
$804K -$245K -2,149 -25%
CI
1130
CX Institutional
Indiana
$803K +$76.7K +673 +11%
DI
1131
Diligent Investors
California
$800K -$96.8K -849 -11%
ACP
1132
Aviance Capital Partners
Florida
$800K -$52.9K -464 -7%
KCM
1133
Kanawha Capital Management
Virginia
$800K +$3.53K +31 +0.5%
WMA
1134
West Michigan Advisors
Michigan
$798K +$386K +3,389 +107%
SSB
1135
Sandy Spring Bank
Maryland
$798K -$33.7K -296 -4%
WBCM
1136
Wilson & Boucher Capital Management
California
$798K -$11.4K -100 -2%
SWM
1137
Stockman Wealth Management
Montana
$797K +$11.2K +98 +2%
RC
1138
Rithm Capital
New York
$793K – – –
VVP
1139
Venture Visionary Partners
Ohio
$792K +$88K +772 +13%
NAS
1140
NWF Advisory Services
California
$792K +$59.8K +525 +9%
CS
1141
Crescent Sterling
Louisiana
$790K – – –
OIA
1142
Optimum Investment Advisors
Illinois
$789K -$57K -500 -7%
WT
1143
Whittier Trust
California
$787K -$176K -1,546 -19%
FMP
1144
Financial Management Professionals
Texas
$784K +$17.8K +156 +2%
MGIA
1145
Moneta Group Investment Advisors
Missouri
$779K -$7.98K -70 -1%
SS
1146
SBI Securities
Japan
$777K -$19.7K -173 -3%
DP
1147
Dearborn Partners
Illinois
$776K -$2.74K -24 -0.4%
KFA
1148
Kapstone Financial Advisors
Ohio
$775K – – –
MNBTD
1149
Moody National Bank Trust Division
Texas
$775K +$75.5K +662 +12%
PJSIMP
1150
P.J. Schmidt Investment Management (PJS)
Wisconsin
$773K -$87.3K -766 -11%
44 45
46
47 48