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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
1326
Investors Asset Management of Georgia
Georgia
$303K +$37.5K +349 +12%
KIA
1327
Kraematon Investment Advisors
Massachusetts
$302K -$2.79K -26 -0.8%
HIM
1328
Hotaling Investment Management
Pennsylvania
$302K – – –
PAI
1329
Pittenger & Anderson Inc
Nebraska
$302K – – –
RWA
1330
Redhawk Wealth Advisors
Minnesota
$301K +$37.4K +348 +12%
FWM
1331
ForthRight Wealth Management
Georgia
$300K +$1.83K +17 +0.5%
BBNB
1332
Baker Boyer National Bank
Washington
$299K – – –
BONST
1333
Bank of Nova Scotia Trust
Ontario, Canada
$298K – – –
AAS
1334
Annex Advisory Services
Wisconsin
$297K -$859 -8 -0.3%
4WM
1335
44 Wealth Management
Oregon
$295K – – –
BOM
1336
Bank of Marin
California
$294K – – –
FWTB
1337
First Western Trust Bank
Colorado
$294K +$107 +1 +0%
RCA
1338
Reitz Capital Advisors
Michigan
$293K -$26.8K -250 -7%
BMC
1339
Beaton Management Company
Massachusetts
$293K -$6.01K -56 -2%
RWA
1340
River Wealth Advisors
Pennsylvania
$293K -$1.61K -15 -0.5%
MIC
1341
Meridian Investment Counsel
California
$293K – – –
VA
1342
Valmark Advisers
Ohio
$293K +$16.5K +154 +5%
TIA
1343
Traphagen Investment Advisors
New Jersey
$293K +$39.3K +366 +13%
MWP
1344
Meridian Wealth Partners
Pennsylvania
$292K +$3.76K +35 +1%
CA
1345
Clearstead Advisors
Ohio
$291K -$13.5K -126 -4%
AC
1346
Abbrea Capital
California
$291K +$26.3K +245 +9%
CIA
1347
Cladis Investment Advisory
Montana
$291K – – –
OWA
1348
Octavia Wealth Advisors
Ohio
$290K -$2.79K -26 -0.8%
AAIM
1349
Asset Advisors Investment Management
Georgia
$290K – – –
P
1350
Pitcairn
Pennsylvania
$290K +$3.54K +33 +1%
52 53
54
55 56