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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1301
Childress Capital Advisors
Texas
$626K +$59.3K +489 +11%
SWM
1302
SeaCrest Wealth Management
New York
$626K -$9.1K -75 -1%
PFA
1303
Pettinga Financial Advisors
Indiana
$625K – – –
FFBTD
1304
First Financial Bank - Trust Division
Ohio
$625K +$39.2K +323 +7%
CWS
1305
Cypress Wealth Services
California
$625K +$9.95K +82 +2%
SSA
1306
Sierra Summit Advisors
Nevada
$623K +$8.86K +73 +1%
WIM
1307
WealthPlan Investment Management
Nebraska
$620K +$8.62K +71 +1%
GWM
1308
GSB Wealth Management
Connecticut
$620K -$6.07K -50 -1%
BAM
1309
Broyhill Asset Management
North Carolina
$619K – – –
RC
1310
Rithm Capital
New York
$619K – – –
PPWP
1311
Premier Path Wealth Partners
New Jersey
$617K +$35.4K +292 +6%
CW
1312
Code Waechter
Florida
$616K +$3.64K +30 +0.6%
ATC
1313
Adirondack Trust Company
New York
$616K +$111K +914 +22%
SWM
1314
Spire Wealth Management
Virginia
$615K -$60.6K -499 -9%
VWM
1315
Venturi Wealth Management
Texas
$613K +$17.7K +146 +3%
GPWM
1316
Grant Private Wealth Management
California
$613K -$2.36M -19,460 -80%
RCM
1317
RB Capital Management
Nevada
$613K -$19.2K -158 -3%
FIM
1318
Fruth Investment Management
Texas
$610K -$24.9K -205 -4%
RC
1319
Roundview Capital
New Jersey
$608K – – –
FSA
1320
Financial Security Advisor
Virginia
$606K +$1.7K +14 +0.3%
SAA
1321
Southeast Asset Advisors
Georgia
$605K -$3.4K -28 -0.6%
IAS
1322
Investment Advisory Services
Texas
$604K -$85.7K -706 -13%
WC
1323
Waterloo Capital
Texas
$604K +$19.5K +161 +3%
FLPIM
1324
F.L. Putnam Investment Management
Massachusetts
$602K +$5.58K +46 +1%
RGC
1325
Roberts, Glore & Co
Illinois
$602K +$121 +1 +0%
51 52
53
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