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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1276
JFS Wealth Advisors
Pennsylvania
$750K +$32.8K +260 +5%
RCM
1277
Radnor Capital Management
Pennsylvania
$750K +$164K +1,300 +28%
DA
1278
Drake & Associates
Wisconsin
$748K -$816K -6,466 -52%
FB
1279
Finward Bancorp
Indiana
$746K -$6.18K -49 -0.8%
CSI
1280
Cross Staff Investments
New York
$745K -$71K -563 -9%
HFS
1281
Hantz Financial Services
Michigan
$745K +$79.5K +630 +12%
GSWM
1282
Golden State Wealth Management
California
$743K +$15K +119 +2%
MO
1283
McMillan Office
Michigan
$742K – – –
JF
1284
Jump Financial
Illinois
$742K +$410K +3,254 +125%
HCM
1285
Hodges Capital Management
Texas
$740K +$189K +1,500 +35%
GB
1286
Goepper Burkhardt
South Carolina
$738K – – –
HNWAG
1287
High Net Worth Advisory Group
Florida
$738K +$8.07K +64 +1%
AIP
1288
Almanack Investment Partners
Pennsylvania
$738K +$232K +1,838 +46%
DLA
1289
Douglas Lane & Associates
New York
$737K +$220K +1,741 +43%
RFN
1290
RDA Financial Network
Iowa
$736K -$1.68M -13,301 -70%
SC
1291
Sapient Capital
Indiana
$733K -$437K -3,466 -37%
RG
1292
Rathbones Group
United Kingdom
$732K +$730K +5,786 New
RFA
1293
Register Financial Advisors
Georgia
$732K -$5.68K -45 -0.8%
PPWP
1294
Premier Path Wealth Partners
New Jersey
$727K +$3.66K +29 +0.5%
BAAM
1295
Baker Avenue Asset Management
California
$727K +$264K +2,094 +57%
V
1296
VeraBank
Texas
$726K -$147K -1,166 -17%
MMG
1297
Monetary Management Group
Missouri
$726K – – –
AWM
1298
Accurate Wealth Management
Florida
$724K +$68.5K +543 +10%
EWS
1299
Evergreen Wealth Solutions
Pennsylvania
$722K +$322K +2,556 +79%
KCIC
1300
Kuhn & Co Investment Counsel
Illinois
$721K +$2.02K +16 +0.3%
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