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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1151
McGrath & Associates
North Carolina
$825K -$7.33K -60 -0.8%
AIC
1152
Archer Investment Corporation
Indiana
$819K +$8.67K +71 +1%
PA
1153
Persium Advisors
Georgia
$819K +$42.9K +351 +5%
AIP
1154
Ameritas Investment Partners
Nebraska
$817K -$37.6K -308 -4%
LF
1155
Lantz Financial
Illinois
$817K +$18.3K +150 +2%
FNBTCON
1156
First National Bank & Trust Co of Newtown
Pennsylvania
$814K -$21.7K -178 -2%
LCM
1157
LVM Capital Management
Michigan
$814K +$329K +2,693 +63%
SC
1158
Sapient Capital
Indiana
$812K +$41.8K +342 +5%
AWA
1159
Adapt Wealth Advisors
Georgia
$812K +$21K +172 +3%
BW
1160
BIP Wealth
Georgia
$812K +$504K +4,127 +148%
GFP
1161
Gryphon Financial Partners
Ohio
$811K +$21.4K +175 +3%
CB
1162
Cadence Bank
Mississippi
$810K -$39.7K -325 -4%
MCM
1163
Manchester Capital Management
Vermont
$805K +$8.91K +73 +1%
GHA
1164
GW Henssler & Associates
Georgia
$805K -$9.53K -78 -1%
WT
1165
Washington Trust
Rhode Island
$805K +$85.2K +698 +11%
CFS
1166
Cannon Financial Strategists
Georgia
$802K – – –
KA
1167
KLCM Advisors
Wisconsin
$800K – – –
CAI
1168
Capital Advisors Inc
Oklahoma
$799K -$24.7K -202 -3%
FC
1169
Farringdon Capital
United Kingdom
$797K -$1.77M -14,465 -68%
AWE
1170
Avidian Wealth Enterprises
Texas
$795K +$5.01K +41 +0.6%
NP
1171
Nilsine Partners
Colorado
$791K +$33.2K +272 +4%
CWM
1172
Challenger Wealth Management
California
$791K +$2.44K +20 +0.3%
CAM
1173
Carret Asset Management
New York
$784K – – –
LWAM
1174
Legacy Wealth Asset Management
Minnesota
$783K +$8.06K +66 +1%
TDB
1175
Thompson David Blair
$782K +$814K +6,669 New
45 46
47
48 49