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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
1351
Baker Avenue Asset Management
California
$376K +$375K +3,751 New
PWMG
1352
Pinnacle Wealth Management Group
Michigan
$376K +$2.7K +27 +0.7%
MIC
1353
Meridian Investment Counsel
California
$375K +$45K +450 +14%
BCMLT
1354
Beacon Capital Management LLC (Tennessee)
Tennessee
$375K +$21.6K +216 +6%
AF
1355
Aldebaran Financial
$373K – – –
RMCM
1356
Reynders McVeigh Capital Management
Massachusetts
$373K – – –
WKSWA
1357
White Knight Strategic Wealth Advisors
New Jersey
$372K – – –
GP
1358
Girard Partners
Pennsylvania
$372K -$56.8K -568 -13%
SIA
1359
Soltis Investment Advisors
Utah
$371K -$6.39M -63,927 -95%
GSEP
1360
Golden State Equity Partners
California
$369K +$368K +3,684 New
LAS
1361
Lloyd Advisory Services
Georgia
$369K +$368K +3,681 New
PCA
1362
Pallas Capital Advisors
Massachusetts
$369K +$64.6K +646 +23%
LCM
1363
Laurion Capital Management
New York
$369K +$368K +3,677 New
WA
1364
Wambolt & Associates
Colorado
$368K -$148K -1,481 -29%
BC
1365
Broadwater Capital
Massachusetts
$367K – – –
DWM
1366
Darwin Wealth Management
Florida
$367K +$300 +3 +0.1%
FWTB
1367
First Western Trust Bank
Colorado
$366K – – –
AL
1368
Aspiriant LLC
California
$366K -$84.9K -849 -19%
IPW
1369
IronBridge Private Wealth
Texas
$366K – – –
CCA
1370
Childress Capital Advisors
Texas
$365K +$67.6K +676 +23%
DTL
1371
Dynamic Technology Lab
Singapore
$364K -$1.05M -10,535 -74%
EFSCE
1372
Enterprise Financial Services Corp (EFSC)
Missouri
$363K -$21K -210 -5%
AWAP
1373
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$362K -$26.8K -268 -7%
AC
1374
Aldebaran Capital
Indiana
$361K – – –
FA
1375
Fiduciary Alliance
South Carolina
$360K +$361K +3,608 New
53 54
55
56 57