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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1151
Powers Advisory Group
Illinois
$925K -$631 -5 -0.1%
CI
1152
Cigna Investments
Connecticut
$924K -$5.8K -46 -0.6%
AA
1153
Ancora Advisors
Ohio
$922K -$191K -1,512 -17%
GWA
1154
Gratus Wealth Advisors
Virginia
$921K -$15.5K -123 -2%
PJSIMP
1155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$919K -$25.2K -200 -3%
BWM
1156
BCS Wealth Management
Tennessee
$919K -$9.34K -74 -1%
VVP
1157
Venture Visionary Partners
Ohio
$917K +$73.9K +586 +9%
SIA
1158
Soltis Investment Advisors
Utah
$916K +$57.9K +459 +7%
CI
1159
CX Institutional
Indiana
$914K -$196K -1,552 -18%
BIM
1160
Baldwin Investment Management
Pennsylvania
$914K -$13.1K -104 -1%
KJWM
1161
Kiley Juergens Wealth Management
Washington
$911K -$84.4K -669 -9%
NFC
1162
Northstar Financial Companies
Pennsylvania
$910K +$132K +1,043 +17%
WFI
1163
West Family Investments
California
$907K +$10.2K +81 +1%
VSQM
1164
V-Square Quantitative Management
Illinois
$906K +$40K +317 +5%
MCM
1165
Monument Capital Management
Virginia
$903K +$162K +1,285 +22%
MS
1166
Madden Securities
Texas
$901K – – –
CBT
1167
Crews Bank & Trust
Florida
$896K -$16.4K -130 -2%
GEA
1168
Glen Eagle Advisors
New Jersey
$893K +$164K +1,299 +23%
AF
1169
Advisornet Financial
Minnesota
$891K +$57.4K +455 +7%
STA
1170
Smith Thornton Advisors
Alabama
$888K +$30K +238 +4%
AIC
1171
Archer Investment Corporation
Indiana
$887K +$1.26K +10 +0.1%
HCM
1172
Howard Capital Management
Georgia
$883K +$388K +3,077 +79%
PEA
1173
Park Edge Advisors
Ohio
$882K +$468K +3,710 +114%
LCM
1174
LVM Capital Management
Michigan
$879K – – –
KA
1175
KLCM Advisors
Wisconsin
$877K – – –
45 46
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