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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1276
Boston Trust Walden
Massachusetts
$338K +$37.7K +351 +11%
BWM
1277
Birchcreek Wealth Management
Ohio
$338K +$80.9K +753 +26%
IPW
1278
IronBridge Private Wealth
Texas
$336K – – –
AL
1279
Aspiriant LLC
California
$335K +$1.5K +14 +0.4%
DBT
1280
Dubuque Bank & Trust
Iowa
$335K +$28.7K +267 +8%
PCMF
1281
Private Capital Management (Florida)
Florida
$335K +$387K +3,602 New
WA1
1282
Wimmer Associates 1
California
$333K -$8.05K -75 -2%
PWM
1283
PBMares Wealth Management
Virginia
$332K -$43.6K -406 -10%
APA
1284
Astoria Portfolio Advisors
New York
$330K +$102K +950 +37%
SRC
1285
Samson Rock Capital
United Kingdom
$330K +$381K +3,546 New
WCA
1286
Westover Capital Advisors
Delaware
$328K -$7.84K -73 -2%
MPW
1287
Monterey Private Wealth
California
$328K +$371K +3,454 New
RFA
1288
Resurgent Financial Advisors
Georgia
$328K +$379K +3,529 New
TC
1289
Truvestments Capital
Florida
$327K -$15.7K -146 -4%
CCA
1290
Childress Capital Advisors
Texas
$326K +$17K +158 +5%
MA
1291
MCF Advisors
Kentucky
$324K -$1.29K -12 -0.3%
AIS
1292
AM Investment Strategies
Tennessee
$324K +$752 +7 +0.2%
TC
1293
Telemus Capital
Michigan
$324K +$752 +7 +0.2%
CWS
1294
Cypress Wealth Services
California
$324K +$2.79K +26 +0.7%
MCP
1295
Mirador Capital Partners
California
$324K +$374K +3,484 New
MAG
1296
Mayfair Advisory Group
Alabama
$322K – – –
MSWMA
1297
Market Street Wealth Management Advisors
Indiana
$322K +$4.83K +45 +1%
AA
1298
Apriem Advisors
California
$321K – – –
CWM
1299
CarsonAllaria Wealth Management
Illinois
$320K -$7.41K -69 -2%
BHWM
1300
Bar Harbor Wealth Management
New Hampshire
$319K +$322 +3 +0.1%
50 51
52
53 54