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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1151
Krane Funds Advisors
New York
$387K -$144K -1,392 -26%
PPW
1152
Pasadena Private Wealth
California
$386K -$88.5K -855 -18%
AIP
1153
Almanack Investment Partners
Pennsylvania
$385K – – –
BHWM
1154
Bar Harbor Wealth Management
New Hampshire
$385K – – –
PWLP
1155
Prio Wealth Limited Partnership
Massachusetts
$385K – – –
AF
1156
Advisornet Financial
Minnesota
$384K +$26.7K +258 +7%
WAM
1157
Wolverine Asset Management
Illinois
$384K +$408K +3,937 New
AF
1158
Arrow Financial
New York
$382K – – –
CWP
1159
Concord Wealth Partners
Virginia
$381K -$418K -4,037 -51%
OPCM
1160
Osborne Partners Capital Management
California
$379K +$828 +8 +0.2%
LFA
1161
Legacy Financial Advisors
Kentucky
$379K +$133K +1,281 +49%
PK
1162
Pflug Koory
Nebraska
$378K – – –
BAS
1163
Brown Advisory Securities
Maryland
$377K -$54.4K -525 -12%
FBT
1164
First Bankers Trust
Kentucky
$374K -$10.4K -100 -3%
ADL
1165
Asset Dedication LLC
California
$373K +$104 +1 +0%
GIP
1166
Greatmark Investment Partners
Georgia
$373K +$6.83K +66 +2%
CCA
1167
Childress Capital Advisors
Texas
$373K +$184K +1,773 +84%
DWM
1168
Destination Wealth Management
California
$371K +$3.73K +36 +1%
AL
1169
Aspiriant LLC
California
$370K – – –
PWMG
1170
Pinnacle Wealth Management Group
Michigan
$369K -$24.8K -240 -6%
VA
1171
Valmark Advisers
Ohio
$368K +$47.9K +463 +14%
CFS
1172
CRA Financial Services
New Jersey
$368K +$90K +869 +30%
CIS
1173
Connors Investor Services
Pennsylvania
$367K – – –
SIC
1174
Sigma Investment Counselors
Michigan
$367K +$12.5K +121 +3%
SC
1175
Steph & Co
Wisconsin
$367K +$42.4K +410 +12%
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