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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1276
Bridgeworth
Alabama
$356K -$2.2K -20 -0.6%
PIP
1277
Peachtree Investment Partners
Florida
$355K -$4.73K -43 -1%
BTW
1278
Boston Trust Walden
Massachusetts
$352K -$62.2K -566 -15%
MCM
1279
McDonough Capital Management
Florida
$351K -$660 -6 -0.2%
KIA
1280
Kraematon Investment Advisors
Massachusetts
$351K +$2.75K +25 +0.8%
TIA
1281
Traphagen Investment Advisors
New Jersey
$350K -$13.5K -123 -4%
CA
1282
Clearstead Advisors
Ohio
$349K +$35.4K +322 +11%
HIM
1283
Hotaling Investment Management
Pennsylvania
$348K – – –
PAI
1284
Pittenger & Anderson Inc
Nebraska
$348K – – –
BBNB
1285
Baker Boyer National Bank
Washington
$345K +$17.9K +163 +5%
BIP
1286
Blueprint Investment Partners
North Carolina
$345K +$108K +982 +44%
FWM
1287
ForthRight Wealth Management
Georgia
$344K +$1.87K +17 +0.5%
DPI
1288
Diversified Portfolios Inc
Michigan
$343K -$22.7K -206 -6%
BMC
1289
Beaton Management Company
Massachusetts
$343K -$110 -1 -0%
BONST
1290
Bank of Nova Scotia Trust
Ontario, Canada
$343K +$330 +3 +0.1%
AAS
1291
Annex Advisory Services
Wisconsin
$343K +$111K +1,005 +46%
RWA
1292
River Wealth Advisors
Pennsylvania
$340K -$35.7K -325 -9%
4WM
1293
44 Wealth Management
Oregon
$340K – – –
VWM
1294
Venturi Wealth Management
Texas
$340K +$70.4K +640 +25%
BOM
1295
Bank of Marin
California
$339K -$4.84K -44 -1%
MIC
1296
Meridian Investment Counsel
California
$337K – – –
OWA
1297
Octavia Wealth Advisors
Ohio
$337K +$7.37K +67 +2%
EFG
1298
Everhart Financial Group
Ohio
$337K +$122K +1,105 +54%
PTP
1299
Platform Technology Partners
New York
$336K +$57.6K +524 +20%
AAIM
1300
Asset Advisors Investment Management
Georgia
$335K – – –
50 51
52
53 54