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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1251
Sage Mountain Advisors
Georgia
$372K -$20K -212 -5%
WIC
1252
Wilkins Investment Counsel
Massachusetts
$370K – – –
KS
1253
Karpas Strategies
Connecticut
$370K +$944 +10 +0.2%
QI
1254
Qtron Investments
Massachusetts
$370K – – –
W
1255
Wealthquest
Ohio
$370K +$173K +1,838 +81%
FCP
1256
Fidelis Capital Partners
Florida
$369K +$35.1K +372 +10%
RMAM
1257
Raab & Moskowitz Asset Management
New Jersey
$369K +$2.93K +31 +0.8%
TIMH
1258
Tilt Investment Management Holdings
New York
$369K – – –
HIA
1259
Harbor Investment Advisory
Maryland
$367K +$3.12K +33 +0.8%
RFA
1260
Register Financial Advisors
Georgia
$366K +$189 +2 +0%
CCA
1261
Cobblestone Capital Advisors
New York
$365K +$20.2K +214 +6%
LCM
1262
LVM Capital Management
Michigan
$365K -$4.91K -52 -1%
ACI
1263
Alpha Cubed Investments
California
$364K -$9.15K -97 -2%
GIP
1264
Greatmark Investment Partners
Georgia
$364K +$22.1K +234 +6%
OCG
1265
Opus Capital Group
Ohio
$364K -$10.7K -113 -3%
BFAG
1266
Blackston Financial Advisory Group
Florida
$363K -$58.8K -623 -13%
CIS
1267
Connors Investor Services
Pennsylvania
$363K -$8.3K -88 -2%
VCM
1268
Vigilant Capital Management
Maine
$362K +$227K +2,400 +147%
CG
1269
CFO4Life Group
Texas
$362K +$27.8K +295 +8%
AWM
1270
Accel Wealth Management
Iowa
$361K +$283 +3 +0.1%
PWAM
1271
Pinnacle West Asset Management
Wyoming
$361K -$2.36K -25 -0.6%
RWM
1272
Ritholtz Wealth Management
New York
$361K -$66.9K -709 -15%
VP
1273
Verum Partners
North Carolina
$360K +$378K +4,010 New
WC
1274
Wexford Capital
Florida
$359K +$378K +4,000 New
DWM
1275
Destination Wealth Management
California
$359K -$112K -1,190 -23%
49 50
51
52 53