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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
1301
Arkos Global Advisors
Texas
$615K -$82.4K -675 -11%
DTL
1302
Dynamic Technology Lab
Singapore
$613K -$2.45M -20,079 -79%
SLT
1303
St Louis Trust
Missouri
$610K – – –
APIM
1304
Agate Pass Investment Management
Washington
$609K – – –
CWM
1305
Cordatus Wealth Management
Pennsylvania
$607K +$2.2K +18 +0.3%
SMA
1306
Sage Mountain Advisors
Georgia
$607K -$265K -2,167 -30%
PE
1307
PCM Encore
Colorado
$605K +$630K +5,162 New
AIM
1308
Aspen Investment Management
Michigan
$605K – – –
CAL
1309
Capital Analysts LLC
Pennsylvania
$604K -$19.2K -157 -3%
SSA
1310
Sierra Summit Advisors
Nevada
$604K +$14K +115 +2%
HI
1311
Hendershot Investments
Virginia
$604K -$35.5K -291 -5%
AC
1312
Avestar Capital
New York
$603K -$16.2K -133 -3%
BA
1313
Bridgewater Advisors
New York
$603K -$12.2K -100 -2%
PCS
1314
Personal CFO Solutions
New Jersey
$602K -$52K -426 -8%
BIM
1315
Bridges Investment Management
Nebraska
$602K -$62.8K -514 -9%
OFS
1316
OneAscent Financial Services
Alabama
$602K -$570K -4,670 -48%
FMI
1317
Frec Markets Inc
California
$601K +$627K +5,131 New
BFA
1318
Bill Few Associates
Pennsylvania
$600K +$1.22K +10 +0.2%
PFA
1319
Petra Financial Advisors
Colorado
$598K +$1.83K +15 +0.3%
NB
1320
NBT Bank
New York
$596K -$27.6K -226 -4%
CFO
1321
CVA Family Office
Colorado
$596K -$10.6K -87 -2%
HL
1322
HeadInvest LLC
Maine
$595K -$33.5K -274 -5%
LSA
1323
Leonteq Securities AG
Switzerland
$595K +$547K +4,482 +755%
IF
1324
Intrua Financial
Texas
$594K -$303K -2,483 -33%
NL
1325
NWAM LLC
Washington
$593K -$32.2K -264 -5%
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