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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1301
Aspiriant LLC
California
$356K -$14.6K -152 -4%
MAG
1302
Mayfair Advisory Group
Alabama
$355K – – –
AA
1303
Apriem Advisors
California
$355K – – –
CWM
1304
CarsonAllaria Wealth Management
Illinois
$354K -$576 -6 -0.2%
MA
1305
MONECO Advisors
Connecticut
$354K +$192 +2 +0.1%
AIM
1306
Aigen Investment Management
New York
$354K -$2.25M -23,472 -87%
MCP
1307
Mirador Capital Partners
California
$353K -$5.28K -55 -2%
DPI
1308
Diversified Portfolios Inc
Michigan
$350K – – –
BTW
1309
Boston Trust Walden
Massachusetts
$349K -$24K -250 -7%
FBT
1310
First Bankers Trust
Kentucky
$346K – – –
AT
1311
Arden Trust
Delaware
$346K -$89.1K -928 -22%
SFG
1312
StrategIQ Financial Group
Indiana
$346K +$4.32K +45 +1%
MSWMA
1313
Market Street Wealth Management Advisors
Indiana
$344K -$11.5K -120 -3%
SLT
1314
St Louis Trust
Missouri
$343K – – –
KWM
1315
Keebeck Wealth Management
Illinois
$343K +$4.32K +45 +1%
WA1
1316
Wimmer Associates 1
California
$343K -$24K -250 -7%
OWA
1317
Octavia Wealth Advisors
Ohio
$341K +$18.6K +194 +6%
NFG
1318
Nations Financial Group
Iowa
$341K +$79K +823 +33%
PIA
1319
Pinion Investment Advisors
Kansas
$340K -$108K -1,122 -25%
OSNBOA
1320
Old Second National Bank of Aurora
Illinois
$339K +$25.9K +270 +9%
NAS
1321
Nicolet Advisory Services
Wisconsin
$338K +$192 +2 +0.1%
B
1322
Bridgeworth
Alabama
$338K -$4.22K -44 -1%
BHWM
1323
Bar Harbor Wealth Management
New Hampshire
$336K -$15.5K -161 -5%
H
1324
HoyleCohen
California
$336K -$4.61K -48 -1%
P
1325
Pitcairn
Pennsylvania
$336K +$13.9K +145 +5%
51 52
53
54 55