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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1326
Crews Bank & Trust
Florida
$592K -$11.2K -92 -2%
PFA
1327
Pettinga Financial Advisors
Indiana
$592K – – –
IP
1328
Indivisible Partners
Florida
$590K +$614K +5,030 New
PPWP
1329
Premier Path Wealth Partners
New Jersey
$589K +$4.27K +35 +0.7%
OWA
1330
Octavia Wealth Advisors
Ohio
$588K -$46.6K -382 -7%
BAM
1331
Broyhill Asset Management
North Carolina
$586K – – –
HWA
1332
HHM Wealth Advisors
Tennessee
$586K +$24.9K +204 +4%
PA
1333
Probity Advisors
Texas
$586K -$14K -115 -2%
MCWS
1334
McKinley Carter Wealth Services
West Virginia
$585K +$16.2K +133 +3%
ATC
1335
Adirondack Trust Company
New York
$585K +$1.59K +13 +0.3%
WIM
1336
WealthPlan Investment Management
Nebraska
$584K -$3.54K -29 -0.6%
VWM
1337
Venturi Wealth Management
Texas
$581K -$366 -3 -0.1%
SWM
1338
SeaCrest Wealth Management
New York
$580K – – –
CPSAC
1339
Chas P. Smith & Associates (CPS)
Florida
$578K +$603K +4,934 New
FIM
1340
Fruth Investment Management
Texas
$578K – – –
TA
1341
TruWealth Advisors
Louisiana
$578K +$17.9K +147 +3%
PWMAG
1342
Pinnacle Wealth Management Advisory Group
New Jersey
$577K +$8.43K +69 +1%
RL
1343
Rogco LP
Oklahoma
$577K +$85.1K +697 +17%
FSA
1344
Financial Security Advisor
Virginia
$576K +$2.56K +21 +0.4%
SAA
1345
Southeast Asset Advisors
Georgia
$574K +$855 +7 +0.1%
GIP
1346
Greatmark Investment Partners
Georgia
$574K +$46.4K +380 +8%
CPA
1347
Capital Performance Advisors
California
$573K +$309K +2,528 +107%
WAM
1348
Walker Asset Management
Missouri
$573K +$4.64K +38 +0.8%
CF
1349
Centaurus Financial
California
$572K -$184K -1,507 -24%
CAM
1350
Costello Asset Management
Pennsylvania
$569K +$244 +2 +0%
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