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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1376
Strategic Investment Advisors
Michigan
$360K +$19.7K +197 +6%
QCIG
1377
Quad-Cities Investment Group
Iowa
$360K -$48.8K -488 -12%
MTC
1378
McDaniel Terry & Co
Texas
$359K +$358K +3,578 New
MIP
1379
Marietta Investment Partners
Wisconsin
$359K – – –
BOPW
1380
Brandywine Oak Private Wealth
Pennsylvania
$359K -$60K -600 -14%
AIS
1381
AM Investment Strategies
Tennessee
$357K +$5.3K +53 +2%
SIMG
1382
Sonora Investment Management Group
Arizona
$357K – – –
ACP
1383
Aveo Capital Partners
Colorado
$357K -$45.3K -453 -11%
CAS
1384
Coppell Advisory Solutions
Texas
$357K +$356K +3,557 New
CT
1385
Chicago Trust
Illinois
$356K +$400 +4 +0.1%
GWA
1386
GGM Wealth Advisors
Maryland
$356K +$2.8K +28 +0.8%
SEP
1387
Southland Equity Partners
Missouri
$355K -$8.6K -86 -2%
MA
1388
MKT Advisors
California
$355K +$500 +5 +0.1%
CWP
1389
Cyndeo Wealth Partners
Florida
$354K -$1.1K -11 -0.3%
DLA
1390
Douglas Lane & Associates
New York
$354K -$80.4K -804 -19%
VFP
1391
Verus Financial Partners
Virginia
$352K +$300 +3 +0.1%
CT
1392
Clearstead Trust
Maine
$352K – – –
PPWP
1393
Premier Path Wealth Partners
New Jersey
$351K +$39.5K +395 +13%
KWMG
1394
King Wealth Management Group
Florida
$350K -$11.6K -116 -3%
PIAS
1395
PCA Investment Advisory Services
Ohio
$349K – – –
MIC
1396
Means Investment Company
Maine
$348K -$32.1K -321 -8%
FCFC
1397
First Citizens Financial Corp
Iowa
$347K -$30.8K -308 -8%
DSC
1398
Duncker Streett & Co
Missouri
$347K – – –
FRA
1399
Front Row Advisors
California
$346K – – –
PHWM
1400
Pine Harbor Wealth Management
Maryland
$346K +$20K +200 +6%
54 55
56
57 58