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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
1251
Concord Asset Management (Virginia)
Virginia
$555K +$19.1K +172 +4%
WFM
1252
Wolff Financial Management
Michigan
$555K – – –
EFA
1253
Edge Financial Advisors
Illinois
$554K +$4.67K +42 +0.9%
BHWM
1254
Bar Harbor Wealth Management
New Hampshire
$554K -$13.4K -120 -2%
HWA
1255
HHM Wealth Advisors
Tennessee
$553K -$15.7K -141 -3%
UBG
1256
United Bank (Georgia)
Georgia
$549K +$14.1K +127 +3%
EI
1257
Ethic Inc
New York
$549K -$173K -1,551 -21%
WTC
1258
WhitTier Trust Company
Nevada
$547K – – –
TVM
1259
True Vision MN
Minnesota
$545K -$49.2K -442 -9%
SC
1260
Syon Capital
California
$544K -$9.24K -83 -2%
VA
1261
Verdad Advisers
Massachusetts
$544K +$525K +4,716 New
TA
1262
TFG Advisers
Michigan
$543K +$43K +386 +9%
OFG
1263
OmniStar Financial Group
North Carolina
$543K -$7.24K -65 -1%
MSFS
1264
Main Street Financial Solutions
Pennsylvania
$542K +$212K +1,904 +68%
PAMG
1265
Patton Albertson Miller Group
Tennessee
$541K -$24.5K -220 -4%
MCWS
1266
McKinley Carter Wealth Services
West Virginia
$540K +$890 +8 +0.2%
AP
1267
Americana Partners
Texas
$539K +$87.6K +787 +20%
DBRC
1268
D.B. Root & Company
Pennsylvania
$538K -$211K -1,895 -29%
AFG
1269
Allegheny Financial Group
Pennsylvania
$537K +$239K +2,147 +85%
CAS
1270
Coppell Advisory Solutions
Texas
$535K +$117K +1,055 +30%
ORC
1271
O'Rourke & Company
Massachusetts
$530K +$1.22K +11 +0.2%
PSFG
1272
Prairie Sky Financial Group
Illinois
$530K – – –
OKSA
1273
O'Keefe Stevens Advisory
New York
$530K +$149K +1,343 +41%
FLPIM
1274
F.L. Putnam Investment Management
Massachusetts
$528K +$2.23K +20 +0.4%
NPFS
1275
Novak & Powell Financial Services
Florida
$527K -$15.1K -136 -3%
49 50
51
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