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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OS
1351
Objectivity Squared
South Carolina
$354K +$14.7K +155 +4%
DWM
1352
Darwin Wealth Management
Florida
$354K +$190 +2 +0.1%
WA
1353
Waddell & Associates
Tennessee
$353K -$99K -1,044 -22%
FWTB
1354
First Western Trust Bank
Colorado
$353K +$5.5K +58 +2%
FWM
1355
ForthRight Wealth Management
Georgia
$353K +$1.99K +21 +0.6%
IPW
1356
IronBridge Private Wealth
Texas
$353K – – –
MM
1357
MQS Management
New York
$353K +$346K +3,647 New
AWAU
1358
Alliance Wealth Advisors (Utah)
Utah
$352K +$83.9K +884 +32%
SEP
1359
Southland Equity Partners
Missouri
$351K +$5.79K +61 +2%
AAIS
1360
ABN AMRO Investment Solutions
$349K -$13.4K -141 -4%
TPWA
1361
TRUE Private Wealth Advisors
Oregon
$349K -$569 -6 -0.2%
KWMG
1362
King Wealth Management Group
Florida
$349K +$95 +1 +0%
AC
1363
Aldebaran Capital
Indiana
$348K – – –
MIP
1364
Marietta Investment Partners
Wisconsin
$346K – – –
FEM
1365
Fulcrum Equity Management
Texas
$346K +$35.7K +376 +12%
WP
1366
WealthPLAN Partners
Nebraska
$344K -$94.9K -1,000 -22%
CT
1367
Chicago Trust
Illinois
$344K +$8.35K +88 +3%
CWP
1368
Cyndeo Wealth Partners
Florida
$343K +$19.3K +203 +6%
GWA
1369
GGM Wealth Advisors
Maryland
$343K +$2.75K +29 +0.8%
BC
1370
Burney Company
Virginia
$341K -$82.6K -871 -20%
NW
1371
NewEdge Wealth
Pennsylvania
$341K +$326K +3,435 New
BCMLT
1372
Beacon Capital Management LLC (Tennessee)
Tennessee
$341K +$12.5K +132 +4%
AIS
1373
AM Investment Strategies
Tennessee
$340K +$854 +9 +0.3%
JE
1374
JMAC Enterprises
Pennsylvania
$340K -$949 -10 -0.3%
VFP
1375
Verus Financial Partners
Virginia
$340K -$112K -1,183 -25%
53 54
55
56 57