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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1251
Empirical Wealth Management
Washington
$426K -$169K -1,777 -29%
SLG
1252
Stanley-Laman Group
Pennsylvania
$424K +$21.1K +222 +5%
CWM
1253
Cordatus Wealth Management
Pennsylvania
$423K +$3.13K +33 +0.8%
HW
1254
Hancock Whitney
Mississippi
$422K +$15.5K +163 +4%
MCM
1255
McDonough Capital Management
Florida
$420K +$285 +3 +0.1%
PFA
1256
Petra Financial Advisors
Colorado
$420K +$14.4K +152 +4%
AIC
1257
Argus Investors Counsel
New York
$420K -$107K -1,132 -21%
CB
1258
Centennial Bank
Arkansas
$419K -$13K -137 -3%
PWAM
1259
Pinnacle West Asset Management
Wyoming
$419K +$1.9K +20 +0.5%
DLA
1260
Douglas Lane & Associates
New York
$419K -$379 -4 -0.1%
CG
1261
Caprock Group
Idaho
$418K +$51.3K +541 +14%
GL
1262
Graypoint LLC
New York
$416K +$49K +516 +14%
BFC
1263
Blue Fin Capital
Rhode Island
$416K – – –
C
1264
CEDRUS
Colorado
$414K -$83.9K -884 -17%
AFA
1265
AA Financial Advisors
Ohio
$414K +$406K +4,277 New
GP
1266
Girard Partners
Pennsylvania
$413K +$88.1K +929 +28%
CGL
1267
Clarius Group LLC
Washington
$413K -$84.9K -895 -17%
AGC
1268
Aspen Grove Capital
Colorado
$409K -$1.33K -14 -0.3%
BCA
1269
Bray Capital Advisors
Florida
$407K – – –
CAAS
1270
Capital Asset Advisory Services
Michigan
$406K -$21.4K -226 -5%
BOPW
1271
Brandywine Oak Private Wealth
Pennsylvania
$404K -$114K -1,200 -22%
IPAM
1272
Investment Partners Asset Management
New Jersey
$404K – – –
IGWM
1273
ICA Group Wealth Management
Colorado
$404K -$14.5K -153 -4%
NFG
1274
Nations Financial Group
Iowa
$403K -$41.7K -440 -10%
BWM
1275
Birchcreek Wealth Management
Ohio
$403K -$37.1K -391 -9%
49 50
51
52 53