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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
1326
Quest 10 Wealth Builders
Virginia
$675K +$10.2K +81 +2%
SS
1327
STG Securities
New York
$674K +$672K +5,325 New
WIC
1328
Wilkins Investment Counsel
Massachusetts
$672K – – –
MFWP
1329
Mosaic Family Wealth Partners
Missouri
$671K +$93.3K +740 +16%
ATS
1330
Ashton Thomas Securities
New York
$670K +$68.9K +546 +11%
TF
1331
Tudor Financial
Ohio
$668K -$16.3K -129 -2%
AWMM
1332
Aegis Wealth Management (Maryland)
Maryland
$665K +$32.5K +258 +5%
BC
1333
Burney Company
Virginia
$662K +$343K +2,719 +108%
AIM
1334
Aspen Investment Management
Michigan
$661K +$4.29K +34 +0.7%
IAP
1335
Indie Asset Partners
Indiana
$660K – – –
RPCONE
1336
Retirement Planning Company of New England
Rhode Island
$660K -$23.8K -189 -3%
CWS
1337
Cypress Wealth Services
California
$659K -$72.5K -575 -10%
FWP
1338
Firethorn Wealth Partners
Georgia
$659K +$4.16K +33 +0.6%
CAM
1339
Costello Asset Management
Pennsylvania
$658K -$1.77K -14 -0.3%
HWA
1340
HHM Wealth Advisors
Tennessee
$655K -$3.78K -30 -0.6%
DWM
1341
Destination Wealth Management
California
$654K +$48.1K +381 +8%
OAM
1342
Ostrum Asset Management
France
$654K – – –
HI
1343
Hendershot Investments
Virginia
$652K – – –
LA
1344
Latitude Advisors
Florida
$650K +$224K +1,772 +53%
TCA
1345
Transcend Capital Advisors
New Jersey
$648K +$278K +2,203 +76%
OCA
1346
OpenArc Corporate Advisory
Georgia
$646K +$119K +946 +23%
BA
1347
Bridgewater Advisors
New York
$646K -$11.5K -91 -2%
OL
1348
Optas LLC
Texas
$644K +$42.6K +338 +7%
FNBTCON
1349
First National Bank & Trust Co of Newtown
Pennsylvania
$643K -$118K -936 -15%
KCM
1350
Kathmere Capital Management
Pennsylvania
$642K +$127K +1,009 +25%
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