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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1301
Apriem Advisors
California
$341K +$18.9K +200 +6%
FHA
1302
Flagship Harbor Advisors
Massachusetts
$341K -$168K -1,776 -32%
KWMG
1303
King Wealth Management Group
Florida
$339K +$189 +2 +0.1%
BFM
1304
Boston Financial Management
Massachusetts
$338K -$126K -1,340 -26%
PWMAG
1305
Pinnacle Wealth Management Advisory Group
New Jersey
$338K -$91.1K -965 -20%
AAIM
1306
Asset Advisors Investment Management
Georgia
$338K -$52.9K -561 -13%
RT
1307
Rockland Trust
Massachusetts
$336K +$5.19K +55 +1%
AIP
1308
Almanack Investment Partners
Pennsylvania
$334K +$6.51K +69 +2%
RWP
1309
Revolve Wealth Partners
New Jersey
$333K +$1.04K +11 +0.3%
AC
1310
Abbrea Capital
California
$333K +$2.93K +31 +0.8%
AC
1311
AlphaCore Capital
California
$333K +$350K +3,706 New
DWM
1312
Darwin Wealth Management
Florida
$332K – – –
OWM
1313
OneAscent Wealth Management
Alabama
$330K -$77.4K -820 -18%
DA
1314
Detalus Advisors
Missouri
$329K +$189 +2 +0.1%
MM
1315
MQS Management
New York
$328K -$108K -1,148 -24%
RB
1316
Renasant Bank
Mississippi
$327K -$63K -667 -15%
RFN
1317
RDA Financial Network
Iowa
$325K +$342K +3,625 New
IPW
1318
IronBridge Private Wealth
Texas
$324K – – –
AC
1319
Aldebaran Capital
Indiana
$323K – – –
CBFP
1320
Cedar Brook Financial Partners
Ohio
$323K +$29.3K +310 +9%
NFG
1321
Nations Financial Group
Iowa
$322K +$94 +1 +0%
AAS
1322
Annex Advisory Services
Wisconsin
$321K +$139K +1,477 +70%
CIAS
1323
CFS Investment Advisory Services
New Jersey
$321K +$72.3K +766 +27%
CG
1324
Caprock Group
Idaho
$318K +$335K +3,545 New
BCMLT
1325
Beacon Capital Management LLC (Tennessee)
Tennessee
$318K +$1.6K +17 +0.5%
51 52
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