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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1301
Apriem Advisors
California
$319K -$17.1K -186 -5%
DTL
1302
Dynamic Technology Lab
Singapore
$318K +$330K +3,604 New
BCMLT
1303
Beacon Capital Management LLC (Tennessee)
Tennessee
$318K – – –
AC
1304
Aldebaran Capital
Indiana
$318K – – –
KAS
1305
KPP Advisory Services
Kentucky
$318K +$330K +3,600 New
MA
1306
MKT Advisors
California
$316K +$2.29K +25 +0.7%
PA
1307
PFG Advisors
Arizona
$316K -$921K -10,048 -74%
WPA
1308
West Paces Advisors
Georgia
$316K -$63.2K -689 -16%
RMCM
1309
Reynders McVeigh Capital Management
Massachusetts
$314K -$22.9K -250 -7%
RWP
1310
Revolve Wealth Partners
New Jersey
$313K -$15.7K -171 -5%
OWM
1311
OneAscent Wealth Management
Alabama
$312K -$13.2K -144 -4%
DA
1312
Detalus Advisors
Missouri
$311K -$13.2K -144 -4%
CFS
1313
CRA Financial Services
New Jersey
$310K +$92 +1 +0%
AGC
1314
Aspen Grove Capital
Colorado
$309K +$32.5K +355 +11%
SIC
1315
Sterling Investment Counsel
New York
$309K – – –
WIM
1316
WealthPlan Investment Management
Nebraska
$307K +$313K +3,415 +4,949%
VSQM
1317
V-Square Quantitative Management
Illinois
$306K +$190K +2,074 +149%
FW
1318
FirstPurpose Wealth
Utah
$306K +$3.67K +40 +1%
FRA
1319
Front Row Advisors
California
$304K -$309K -3,374 -49%
WPW
1320
Waldron Private Wealth
Pennsylvania
$304K -$162K -1,763 -34%
RWP
1321
RWA Wealth Partners
Massachusetts
$304K +$315K +3,439 New
CCA
1322
Cravens & Co Advisors
Tennessee
$303K -$4.13K -45 -1%
WFI
1323
West Family Investments
California
$302K -$545K -5,941 -63%
CWM
1324
CarsonAllaria Wealth Management
Illinois
$302K -$2.57K -28 -0.8%
CIM
1325
CIM Investment Management
Pennsylvania
$302K -$6.78K -74 -2%
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