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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1201
Carret Asset Management
New York
$847K – – –
AIP
1202
Ameritas Investment Partners
Nebraska
$846K -$36.5K -289 -4%
WT
1203
Whittier Trust
California
$844K -$23.2K -184 -3%
WT
1204
Washington Trust
Rhode Island
$843K – – –
PCMN
1205
Paradigm Capital Management (Nevada)
Nevada
$842K -$6.31K -50 -0.7%
JAG
1206
Journey Advisory Group
Kentucky
$841K +$10.3K +82 +1%
CF
1207
Clarity Financial
Texas
$841K -$19.1M -151,068 -96%
LWAM
1208
Legacy Wealth Asset Management
Minnesota
$840K -$8.58K -68 -1%
AIMA
1209
Ables Iannone Moore & Associates
Georgia
$838K +$10.1K +80 +1%
GPWM
1210
Grant Private Wealth Management
California
$836K +$47.3K +375 +6%
BHC
1211
Bowen Hanes & Co
Florida
$831K – – –
CWM
1212
Challenger Wealth Management
California
$830K -$15K -119 -2%
APP
1213
Avantax Planning Partners
Iowa
$825K +$252 +2 +0%
NFG
1214
Nations Financial Group
Iowa
$820K -$12.4K -98 -1%
DWT
1215
Dorsey & Whitney Trust
South Dakota
$820K +$38.9K +308 +5%
CP
1216
Camelot Portfolios
Ohio
$819K +$817K +6,473 New
CA
1217
Continuum Advisory
Idaho
$816K -$617K -4,891 -43%
CAI
1218
Capital Advisors Inc
Oklahoma
$815K +$22.7K +180 +3%
JGUA
1219
John G. Ullman & Associates
New York
$815K +$4.29K +34 +0.5%
CA
1220
Cornerstone Advisory
Maryland
$815K +$2.65K +21 +0.3%
ESB
1221
Essex Savings Bank
Connecticut
$815K -$174K -1,379 -18%
FFWM
1222
Future Financial Wealth Management
Ohio
$813K -$5.68K -45 -0.7%
MSFS
1223
Main Street Financial Solutions
Pennsylvania
$808K +$65.8K +522 +9%
DI
1224
Diligent Investors
California
$808K +$8.96K +71 +1%
AWS
1225
Aspen Wealth Strategies
Colorado
$806K +$40.1K +318 +5%
47 48
49
50 51