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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1301
Dogwood Wealth Management
Kansas
$704K -$219K -1,751 -25%
BWM
1302
BCGM Wealth Management
Indiana
$702K +$1.25K +10 +0.2%
CA
1303
Crewe Advisors
Utah
$702K +$7.5K +60 +1%
SS
1304
SBI Securities
Japan
$698K -$44.5K -356 -6%
CWM
1305
Cordatus Wealth Management
Pennsylvania
$698K +$19K +152 +3%
FFBTD
1306
First Financial Bank - Trust Division
Ohio
$698K -$500 -4 -0.1%
ASC
1307
Atalanta Sosnoff Capital
New York
$697K +$875 +7 +0.1%
WIC
1308
Wilkins Investment Counsel
Massachusetts
$695K – – –
AWM
1309
Accurate Wealth Management
Florida
$690K +$69.5K +556 +12%
SACTSONJ
1310
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$690K -$91.8K -734 -12%
HFS
1311
Hantz Financial Services
Michigan
$688K +$110K +881 +20%
Q1WB
1312
Quest 10 Wealth Builders
Virginia
$687K -$9K -72 -1%
NRC
1313
New Republic Capital
North Carolina
$686K -$300K -2,398 -31%
LOIP
1314
Live Oak Investment Partners
Texas
$685K +$120K +958 +22%
WIM
1315
WealthPlan Investment Management
Nebraska
$685K +$31.4K +251 +5%
XF
1316
XML Financial
Maryland
$685K -$3.5K -28 -0.5%
PCS
1317
Personal CFO Solutions
New Jersey
$684K +$10.8K +86 +2%
IAP
1318
Indie Asset Partners
Indiana
$683K -$1.59M -12,715 -71%
CAM
1319
Costello Asset Management
Pennsylvania
$682K +$43.9K +351 +7%
SLT
1320
St Louis Trust
Missouri
$682K – – –
HWA
1321
HHM Wealth Advisors
Tennessee
$681K +$25.4K +203 +4%
AIM
1322
Aspen Investment Management
Michigan
$679K +$3.38K +27 +0.5%
FWP
1323
Firethorn Wealth Partners
Georgia
$677K +$137K +1,098 +27%
OAM
1324
Ostrum Asset Management
France
$676K +$481K +3,851 +294%
HI
1325
Hendershot Investments
Virginia
$675K – – –
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