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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1176
OneAscent Wealth Management
Alabama
$424K +$24.2K +225 +5%
CAL
1177
Capital Analysts LLC
Pennsylvania
$423K +$6.01K +56 +1%
DJSG
1178
D.J. St. Germain
Massachusetts
$422K – – –
PFT
1179
Providence First Trust
Arizona
$420K -$59K -549 -11%
AWAP
1180
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$420K -$10.7K -100 -2%
CHA
1181
Carmichael Hill & Associates
Maryland
$419K +$12.4K +115 +3%
JF
1182
Joule Financial
Kentucky
$418K +$36.4K +339 +8%
LCM
1183
LVM Capital Management
Michigan
$417K -$1.29K -12 -0.3%
LFA
1184
Legacy Financial Advisors
Kentucky
$416K +$32.8K +305 +7%
MCWS
1185
McKinley Carter Wealth Services
West Virginia
$415K -$1.93K -18 -0.4%
SAM
1186
SignalPoint Asset Management
Missouri
$414K -$1.61K -15 -0.3%
GIA
1187
Gateway Investment Advisers
Ohio
$413K -$148K -1,381 -24%
PIA
1188
Pinion Investment Advisors
Kansas
$411K -$8.59K -80 -2%
NPF
1189
Norris Perne & French
Michigan
$411K – – –
TCFP
1190
Treasure Coast Financial Planning
Florida
$410K +$1.07K +10 +0.2%
SIC
1191
Sigma Investment Counselors
Michigan
$409K +$1.07K +10 +0.2%
WPA
1192
West Paces Advisors
Georgia
$409K -$1.61K -15 -0.3%
BPGAM
1193
BTG Pactual Global Asset Management
Bermuda
$408K +$471K +4,382 New
RBC
1194
Roble Belko & Company
Pennsylvania
$406K – – –
AHC
1195
Adell Harriman & Carpenter
Texas
$406K +$32.2K +300 +7%
KC
1196
Kepos Capital
New York
$405K +$6.12K +57 +1%
BFC
1197
Blue Fin Capital
Rhode Island
$404K -$2.04K -19 -0.4%
DLA
1198
Douglas Lane & Associates
New York
$403K -$10.7K -100 -2%
BCMLT
1199
Beacon Capital Management LLC (Tennessee)
Tennessee
$402K +$215 +2 +0.1%
FMB
1200
Field & Main Bank
Kentucky
$400K +$21.1K +196 +5%
46 47
48
49 50