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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
1351
Opus Capital Group
Ohio
$456K – – –
JIC
1352
Joel Isaacson & Co
New York
$453K -$21K -189 -5%
WP
1353
Westmount Partners
California
$453K -$17.6K -158 -4%
LWA
1354
Lantern Wealth Advisors
New York
$452K -$78.1K -702 -15%
IPW
1355
IronBridge Private Wealth
Texas
$450K +$28.2K +253 +7%
BFAG
1356
Blackston Financial Advisory Group
Florida
$449K -$29.3K -263 -6%
SS
1357
Sunbelt Securities
Texas
$449K – – –
AIP
1358
Almanack Investment Partners
Pennsylvania
$448K +$3.78K +34 +0.9%
HS
1359
Horan Securities
United States
$448K -$4.34K -39 -1%
EWA
1360
ERTS Wealth Advisors
Michigan
$447K -$58.7K -527 -12%
TW
1361
Transform Wealth
Colorado
$446K +$334 +3 +0.1%
SIMG
1362
Sonora Investment Management Group
Arizona
$445K +$19.1K +172 +5%
SEP
1363
Southland Equity Partners
Missouri
$445K +$35.5K +319 +9%
PA
1364
PFG Advisors
Arizona
$442K +$8.79K +79 +2%
RMDI
1365
R.M. Davis Inc
Maine
$440K -$18.4K -165 -4%
RWM
1366
Revisor Wealth Management
Ohio
$437K -$68.5K -615 -14%
BAAM
1367
Baker Avenue Asset Management
California
$437K +$4.01K +36 +1%
AWM
1368
Accel Wealth Management
Iowa
$436K -$8.46K -76 -2%
OWM
1369
OneAscent Wealth Management
Alabama
$435K +$61.1K +549 +17%
SSA
1370
Sierra Summit Advisors
Nevada
$434K +$70.6K +634 +20%
WA
1371
Waddell & Associates
Tennessee
$434K +$890 +8 +0.2%
PWMG
1372
Pinnacle Wealth Management Group
Michigan
$432K – – –
AC
1373
AlphaCore Capital
California
$432K -$11.8K -106 -3%
MIC
1374
Meridian Investment Counsel
California
$432K – – –
CG
1375
CFO4Life Group
Texas
$432K -$7.57K -68 -2%
53 54
55
56 57