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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
QCMC
1401
Quantum Capital Management (California)
California
$81K – – –
BAM
1402
Bellevue Asset Management
Washington
$80K – – –
VNA
1403
Valley National Advisers
Pennsylvania
$80K +$4.9K +58 +6%
O
1404
Ossiam
France
$79K -$767K -9,078 -90%
TWA
1405
TCI Wealth Advisors
Arizona
$78K -$1.1K -13 -1%
SBL
1406
Sargent Bickham Lagudis
Colorado
$78K – – –
1W
1407
1776 Wealth
Georgia
$77K -$81.9K -969 -50%
CIM
1408
Centersquare Investment Management
Pennsylvania
$77K -$13.5K -160 -14%
WB
1409
West Bancorporation
Iowa
$70K – – –
GFPC
1410
Global Financial Private Client
Florida
$69.4K -$20.7K -245 -22%
GAM
1411
Gemmer Asset Management
California
$67K -$4.39K -52 -6%
CWM
1412
Cranbrook Wealth Management
Michigan
$67K – – –
FMTCOCP
1413
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K – – –
PWMG
1414
Prestige Wealth Management Group
New Jersey
$63K -$8.96K -106 -12%
CA
1415
Clearstead Advisors
Ohio
$63K – – –
LWM
1416
Lenox Wealth Management
Ohio
$63K – – –
APWM
1417
Atlas Private Wealth Management
New York
$61K -$15.9K -188 -20%
LF
1418
Lee Financial
Texas
$61K +$10.6K +125 +19%
HCM
1419
Horrell Capital Management
Arkansas
$60K – – –
EWM
1420
Edge Wealth Management
New York
$60K +$5.24K +62 +9%
CFO
1421
CVA Family Office
Colorado
$59K -$7.52K -89 -11%
SIAS
1422
Shine Investment Advisory Services
Colorado
$58K – – –
MWP
1423
Meridian Wealth Partners
Pennsylvania
$58K +$591 +7 +1%
LC
1424
Lindbrook Capital
California
$57K -$8.2K -97 -12%
FWM
1425
FSA Wealth Management
Massachusetts
$55K – – –
55 56
57
58 59