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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1151
Guardian Investment Management
California
$527K -$23.7K -250 -4%
WI
1152
WrapManager Inc
California
$526K -$156K -1,647 -23%
WCM
1153
Washington Capital Management
Washington
$524K -$34.2K -360 -6%
OWM
1154
OneAscent Wealth Management
Alabama
$523K +$61.7K +650 +14%
ABC
1155
Associated Banc-Corp
Wisconsin
$520K +$5.5K +58 +1%
CA
1156
Crewe Advisors
Utah
$520K +$510K +5,373 New
IA
1157
Icon Advisers
Colorado
$519K – – –
RFA
1158
Register Financial Advisors
Georgia
$518K +$83.4K +879 +20%
AT
1159
Arlington Trust
Alabama
$516K -$1.61K -17 -0.3%
CPSAC
1160
Chas P. Smith & Associates (CPS)
Florida
$515K +$16.3K +172 +3%
EA
1161
Eudaimonia Advisors
Tennessee
$510K -$70.3K -741 -12%
AIM
1162
Aspen Investment Management
Michigan
$506K – – –
TVM
1163
True Vision MN
Minnesota
$506K +$491K +5,176 New
SLT
1164
St Louis Trust
Missouri
$504K +$178K +1,874 +56%
CF
1165
Centaurus Financial
California
$503K -$20.8K -219 -4%
KA
1166
KLCM Advisors
Wisconsin
$501K +$13.7K +144 +3%
FFA
1167
Farther Finance Advisors
California
$500K +$36.9K +389 +8%
FDDB
1168
Fidelity D&D Bancorp
Pennsylvania
$500K -$3.79K -40 -0.8%
BG
1169
Benedetti & Gucer
Georgia
$499K -$94.9K -1,000 -16%
WA
1170
Wambolt & Associates
Colorado
$498K -$366K -3,855 -43%
ACM
1171
Ategra Capital Management
Virginia
$498K – – –
RWM
1172
Ritholtz Wealth Management
New York
$498K +$72.7K +766 +17%
WIC
1173
Wilkins Investment Counsel
Massachusetts
$498K +$97.1K +1,024 +25%
WDA
1174
Wendell David Associates
New Hampshire
$497K -$16.6K -175 -3%
KFA
1175
Krane Funds Advisors
New York
$497K +$485K +5,116 New
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