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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
1201
Legacy Wealth Asset Management
Minnesota
$840K -$8.58K -68 -1%
AIMA
1202
Ables Iannone Moore & Associates
Georgia
$838K +$10.1K +80 +1%
GPWM
1203
Grant Private Wealth Management
California
$836K +$47.3K +375 +6%
BHC
1204
Bowen Hanes & Co
Florida
$831K – – –
CWM
1205
Challenger Wealth Management
California
$830K -$15K -119 -2%
APP
1206
Avantax Planning Partners
Iowa
$825K +$252 +2 +0%
NFG
1207
Nations Financial Group
Iowa
$820K -$12.4K -98 -1%
DWT
1208
Dorsey & Whitney Trust
South Dakota
$820K +$38.9K +308 +5%
CP
1209
Camelot Portfolios
Ohio
$819K +$817K +6,473 New
CA
1210
Continuum Advisory
Idaho
$816K -$617K -4,891 -43%
CAI
1211
Capital Advisors Inc
Oklahoma
$815K +$22.7K +180 +3%
JGUA
1212
John G. Ullman & Associates
New York
$815K +$4.29K +34 +0.5%
CA
1213
Cornerstone Advisory
Maryland
$815K +$2.65K +21 +0.3%
ESB
1214
Essex Savings Bank
Connecticut
$815K -$174K -1,379 -18%
FFWM
1215
Future Financial Wealth Management
Ohio
$813K -$5.68K -45 -0.7%
MSFS
1216
Main Street Financial Solutions
Pennsylvania
$808K +$65.8K +522 +9%
DI
1217
Diligent Investors
California
$808K +$8.96K +71 +1%
AWS
1218
Aspen Wealth Strategies
Colorado
$806K +$40.1K +318 +5%
CL
1219
CVFG LLC
Indiana
$806K -$130K -1,030 -14%
JIC
1220
Joel Isaacson & Co
New York
$806K +$505 +4 +0.1%
HBT
1221
Hills Bank & Trust
Iowa
$806K -$45.2K -358 -5%
SKK
1222
Shepherd Kaplan Krochuk
Massachusetts
$805K -$21.3K -169 -3%
PA
1223
Procyon Advisors
Connecticut
$805K -$47.8K -379 -6%
TWM
1224
Thrive Wealth Management
Pennsylvania
$804K -$228K -1,810 -22%
BSTWA
1225
Blake Schutter Theil Wealth Advisors
Ohio
$802K -$883 -7 -0.1%
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