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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
1326
Investors Asset Management of Georgia
Georgia
$336K – – –
PAI
1327
Pittenger & Anderson Inc
Nebraska
$335K – – –
FWM
1328
ForthRight Wealth Management
Georgia
$334K +$1.63K +17 +0.5%
HIM
1329
Hotaling Investment Management
Pennsylvania
$334K – – –
PIP
1330
Peachtree Investment Partners
Florida
$334K -$15.7K -164 -5%
MW
1331
MBL Wealth
North Carolina
$332K +$56.5K +589 +22%
BBNB
1332
Baker Boyer National Bank
Washington
$331K – – –
BONST
1333
Bank of Nova Scotia Trust
Ontario, Canada
$330K – – –
NSIM
1334
North Star Investment Management
Illinois
$329K +$9.12K +95 +3%
BJL
1335
Brighton Jones LLC
Washington
$328K +$18K +187 +6%
TC
1336
Truvestments Capital
Florida
$328K -$32.2K -335 -10%
CFO
1337
Callan Family Office
Pennsylvania
$326K +$304K +3,170 New
4WM
1338
44 Wealth Management
Oregon
$326K – – –
EWM
1339
Elmwood Wealth Management
California
$326K -$258K -2,687 -46%
CA
1340
Clearstead Advisors
Ohio
$325K +$2.5K +26 +0.8%
GWA
1341
GGM Wealth Advisors
Maryland
$325K +$9.41K +98 +3%
MIC
1342
Meridian Investment Counsel
California
$324K – – –
BMC
1343
Beaton Management Company
Massachusetts
$324K +$96 +1 +0%
VCAM
1344
Van Cleef Asset Management
Ohio
$324K +$38.4K +400 +15%
NL
1345
NWAM LLC
Washington
$323K +$22.9K +239 +8%
NHT
1346
New Hampshire Trust
New Hampshire
$323K +$301K +3,137 New
MWP
1347
Meridian Wealth Partners
Pennsylvania
$323K -$1.06K -11 -0.3%
FWTB
1348
First Western Trust Bank
Colorado
$322K -$3.26K -34 -1%
CIA
1349
Cladis Investment Advisory
Montana
$322K – – –
RCA
1350
Reitz Capital Advisors
Michigan
$321K -$2.88K -30 -1%
52 53
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55 56