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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1276
CVA Family Office
Colorado
$542K -$18.7K -165 -3%
NAG
1277
Northstar Advisory Group
New Jersey
$542K -$2.72K -24 -0.5%
PA
1278
PSI Advisors
Florida
$540K -$66.7K -589 -11%
LWM
1279
Level Wealth Management
North Carolina
$540K +$567K +5,008 New
BAM
1280
Broyhill Asset Management
North Carolina
$539K +$567K +5,003 New
PMAM
1281
Picton Mahoney Asset Management
Ontario, Canada
$539K +$200K +1,768 +55%
CFP
1282
Catalyst Financial Partners
Massachusetts
$539K -$40.4K -357 -7%
CIA
1283
Choate Investment Advisors
Massachusetts
$537K +$565K +4,988 New
NA
1284
Novus Advisors
South Carolina
$537K +$565K +4,983 New
DWM
1285
Diversify Wealth Management
Utah
$536K +$12K +106 +2%
DWM
1286
Destination Wealth Management
California
$536K +$9.18K +81 +2%
SSA
1287
Sierra Summit Advisors
Nevada
$535K +$136K +1,204 +32%
HI
1288
Hudock Inc
Pennsylvania
$532K -$27.8K -245 -5%
WCM
1289
Washington Capital Management
Washington
$531K -$39.1K -345 -7%
OAM
1290
Oxford Asset Management
United Kingdom
$528K -$424K -3,747 -43%
OWA
1291
Octavia Wealth Advisors
Ohio
$528K +$1.59K +14 +0.3%
PWM
1292
PBMares Wealth Management
Virginia
$526K – – –
CCA
1293
Clearwater Capital Advisors
Illinois
$526K -$12.8K -113 -2%
AIM
1294
Aspen Investment Management
Michigan
$525K -$20.3K -179 -4%
XF
1295
XML Financial
Maryland
$525K -$10.6K -94 -2%
HWA
1296
HHM Wealth Advisors
Tennessee
$525K +$8.61K +76 +2%
CBT
1297
Crews Bank & Trust
Florida
$524K +$551K +4,868 New
MA
1298
MBA Advisors
Pennsylvania
$524K -$16.4K -145 -3%
FSA
1299
Financial Security Advisor
Virginia
$524K +$680 +6 +0.1%
LFG
1300
Larson Financial Group
Missouri
$523K +$198K +1,746 +56%
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