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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1201
BCGM Wealth Management
Indiana
$436K -$69.3K -702 -13%
CAM
1202
Campion Asset Management
Virginia
$436K – – –
AIM
1203
Aigen Investment Management
New York
$435K +$107K +1,079 +31%
GIA
1204
Gladstone Institutional Advisory
Florida
$435K -$11.2K -113 -2%
OWM
1205
OneAscent Wealth Management
Alabama
$434K -$45.7K -463 -9%
NPF
1206
Norris Perne & French
Michigan
$434K -$10.1K -102 -2%
CAM
1207
Costello Asset Management
Pennsylvania
$433K -$24.7K -250 -5%
HFAS
1208
Hummer Financial Advisory Services
Illinois
$432K -$12.4K -126 -3%
RMDI
1209
R.M. Davis Inc
Maine
$430K -$12.2K -123 -3%
SAM
1210
SignalPoint Asset Management
Missouri
$430K +$99 +1 +0%
DLA
1211
Douglas Lane & Associates
New York
$427K +$39.1K +396 +10%
TCFP
1212
Treasure Coast Financial Planning
Florida
$427K – – –
WPW
1213
Waldron Private Wealth
Pennsylvania
$425K +$176K +1,780 +68%
FPAS
1214
Focus Partners Advisor Solutions
Missouri
$424K +$50.5K +511 +13%
WPA
1215
West Paces Advisors
Georgia
$423K -$988 -10 -0.2%
LMKC
1216
L.M. Kohn & Company
Ohio
$423K -$4.25K -43 -1%
BFC
1217
Blue Fin Capital
Rhode Island
$422K -$3.56K -36 -0.8%
RBC
1218
Roble Belko & Company
Pennsylvania
$421K – – –
AF
1219
Aldebaran Financial
$421K -$428K -4,336 -50%
SMA
1220
Sage Mountain Advisors
Georgia
$420K +$217K +2,197 +102%
3IP
1221
3Chopt Investment Partners
Virginia
$419K – – –
QCIG
1222
Quad-Cities Investment Group
Iowa
$418K +$14K +142 +3%
AAIM
1223
Asset Advisors Investment Management
Georgia
$417K +$164K +1,665 +63%
AT
1224
Arden Trust
Delaware
$416K +$94.7K +959 +29%
RB
1225
Renasant Bank
Mississippi
$415K -$10.4K -105 -2%
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