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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1151
Gradient Investments
Minnesota
$952K +$19.6K +157 +2%
PAI
1152
Pittenger & Anderson Inc
Nebraska
$949K – – –
CAM
1153
Cidel Asset Management
Ontario, Canada
$949K +$150K +1,198 +20%
SWA
1154
Stratos Wealth Advisors
Ohio
$944K +$14K +112 +2%
CBT
1155
Crews Bank & Trust
Florida
$944K +$269K +2,155 +43%
LF
1156
Lantz Financial
Illinois
$937K +$23.1K +185 +3%
MS
1157
Madden Securities
Texas
$932K – – –
WFI
1158
West Family Investments
California
$928K -$185K -1,479 -17%
HT
1159
Headlands Technologies
Illinois
$927K +$885K +7,079 New
AIC
1160
Archer Investment Corporation
Indiana
$916K +$1.25K +10 +0.1%
AIP
1161
Ameritas Investment Partners
Nebraska
$913K – – –
LCM
1162
LVM Capital Management
Michigan
$909K – – –
CWMP
1163
Clarion Wealth Managment Partners
Virginia
$908K +$60.4K +483 +7%
WMA
1164
West Michigan Advisors
Michigan
$908K -$69K -552 -7%
KA
1165
KLCM Advisors
Wisconsin
$907K +$12.5K +100 +1%
WT
1166
Whittier Trust
California
$905K -$103K -821 -11%
V
1167
VeraBank
Texas
$904K -$28.4K -227 -3%
FLPIM
1168
F.L. Putnam Investment Management
Massachusetts
$901K +$42.5K +340 +5%
CFS
1169
Cannon Financial Strategists
Georgia
$900K +$4.13K +33 +0.5%
MCM
1170
Manchester Capital Management
Vermont
$900K – – –
GHA
1171
GW Henssler & Associates
Georgia
$897K -$2.38K -19 -0.3%
VSQM
1172
V-Square Quantitative Management
Illinois
$896K +$136K +1,090 +19%
SIA
1173
Soltis Investment Advisors
Utah
$887K +$29K +232 +4%
STA
1174
Smith Thornton Advisors
Alabama
$885K +$26.3K +210 +3%
AWA
1175
Adapt Wealth Advisors
Georgia
$884K -$21.9K -175 -3%
45 46
47
48 49