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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
1151
Gilman Hill Asset Management
Connecticut
$487K -$3.71M -33,751 -88%
CFG
1152
Cooper Financial Group
California
$486K +$70K +637 +16%
DMBA
1153
Deseret Mutual Benefit Administrators
Utah
$483K – – –
LCM
1154
LVM Capital Management
Michigan
$482K – – –
PIA
1155
Pinion Investment Advisors
Kansas
$482K +$85.8K +780 +21%
SWM
1156
Silverlake Wealth Management
Vermont
$481K +$330 +3 +0.1%
CAL
1157
Capital Analysts LLC
Pennsylvania
$481K +$2.2K +20 +0.4%
MCWS
1158
McKinley Carter Wealth Services
West Virginia
$480K -$7.04K -64 -1%
SAM
1159
SignalPoint Asset Management
Missouri
$479K -$3.19K -29 -0.6%
AT
1160
Arden Trust
Delaware
$478K +$85.4K +777 +21%
DLA
1161
Douglas Lane & Associates
New York
$476K -$11K -100 -2%
NPF
1162
Norris Perne & French
Michigan
$474K – – –
WPA
1163
West Paces Advisors
Georgia
$473K +$230K +2,090 +90%
TCFP
1164
Treasure Coast Financial Planning
Florida
$471K – – –
SIC
1165
Sigma Investment Counselors
Michigan
$471K +$1.32K +12 +0.3%
CHA
1166
Carmichael Hill & Associates
Maryland
$470K -$330 -3 -0.1%
FAM
1167
Flaharty Asset Management
Florida
$469K +$440 +4 +0.1%
MW
1168
MBL Wealth
North Carolina
$469K +$230K +2,088 +92%
RBC
1169
Roble Belko & Company
Pennsylvania
$468K -$6.05K -55 -1%
BFC
1170
Blue Fin Capital
Rhode Island
$468K – – –
OWM
1171
OneAscent Wealth Management
Alabama
$464K -$26K -236 -5%
RB
1172
Renasant Bank
Mississippi
$464K -$14.5K -132 -3%
BFA
1173
Bill Few Associates
Pennsylvania
$463K – – –
KC
1174
Kepos Capital
New York
$461K -$133K -1,207 -22%
WI
1175
Wintrust Investments
Illinois
$461K -$43.9K -399 -8%
45 46
47
48 49