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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
1151
Prio Wealth Limited Partnership
Massachusetts
$362K +$64.8K +700 +22%
BHWM
1152
Bar Harbor Wealth Management
New Hampshire
$361K – – –
BPA
1153
Beacon Pointe Advisors
California
$361K +$37.4K +404 +11%
YIA
1154
YHB Investment Advisors
Connecticut
$360K +$70.7K +764 +24%
MCM
1155
Marathon Capital Management
Maryland
$359K -$37K -400 -9%
P
1156
&Partners
Tennessee
$356K +$23K +249 +7%
HIA
1157
Harbor Investment Advisory
Maryland
$356K +$201K +2,175 +127%
GWAG
1158
Garrett Wealth Advisory Group
Texas
$354K +$3.7K +40 +1%
MWM
1159
Minot Wealth Management
Massachusetts
$354K +$43.9K +475 +14%
EWM
1160
Empirical Wealth Management
Washington
$353K +$185 +2 +0.1%
CF
1161
Centaurus Financial
California
$351K -$36.8K -398 -9%
PIA
1162
Pinion Investment Advisors
Kansas
$351K -$16.2K -175 -4%
SIC
1163
Sigma Investment Counselors
Michigan
$350K +$353K +3,821 New
BTW
1164
Boston Trust Walden
Massachusetts
$349K – – –
KA
1165
KLCM Advisors
Wisconsin
$348K – – –
PK
1166
Pflug Koory
Nebraska
$348K +$113K +1,226 +48%
IF
1167
Intrua Financial
Texas
$346K +$10.8K +117 +3%
KWMG
1168
King Wealth Management Group
Florida
$345K +$93 +1 +0%
BC
1169
Barnett & Company
Tennessee
$344K -$51.5K -557 -13%
RWA
1170
River Wealth Advisors
Pennsylvania
$344K -$28.6K -309 -8%
GIP
1171
Greatmark Investment Partners
Georgia
$344K -$11.6K -125 -3%
LCM
1172
Laurion Capital Management
New York
$344K -$3.98K -43 -1%
CF
1173
Clarity Financial
Texas
$344K +$347K +3,756 New
NP
1174
NorthRock Partners
Minnesota
$343K -$16.4K -177 -5%
MA
1175
MJP Associates
Connecticut
$343K +$346K +3,744 New
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