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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
1401
Bender Robert & Associates
California
$293K – – –
HS
1402
Horan Securities
United States
$293K +$208 +2 +0.1%
BJL
1403
Brighton Jones LLC
Washington
$293K +$4.67K +45 +2%
WAG
1404
Winthrop Advisory Group
Massachusetts
$293K +$41.9K +403 +18%
DCM
1405
Dupont Capital Management
Delaware
$292K -$508K -4,887 -65%
MA
1406
Mezzasalma Advisors
New Jersey
$291K – – –
PTP
1407
Platform Technology Partners
New York
$291K +$15.8K +152 +6%
JF
1408
Jump Financial
Illinois
$290K +$270K +2,600 New
RWP
1409
RWA Wealth Partners
Massachusetts
$289K +$104 +1 +0%
BWCS
1410
Beirne Wealth Consulting Services
Connecticut
$289K +$623 +6 +0.2%
BCM
1411
Becker Capital Management
Oregon
$288K -$17.4K -168 -6%
BA
1412
Bennicas & Associates
California
$287K – – –
WE
1413
Wealth Effects
Massachusetts
$287K – – –
TA
1414
Tiedemann Advisors
New York
$287K +$9.45K +91 +4%
5L
1415
55I LLC
Massachusetts
$287K +$11.8K +114 +5%
FLPIM
1416
F.L. Putnam Investment Management
Massachusetts
$285K +$43.6K +420 +20%
CNBTD
1417
Citizens National Bank Trust Department
Mississippi
$284K -$19.7K -190 -7%
EHWM
1418
Eads & Heald Wealth Management
Georgia
$284K -$623 -6 -0.2%
BOTW
1419
Bank of the West
California
$284K – – –
BP
1420
Ballentine Partners
Massachusetts
$283K -$285K -2,746 -52%
BEAM
1421
Baker Ellis Asset Management
Washington
$283K – – –
VWM
1422
Venturi Wealth Management
Texas
$282K – – –
AWA
1423
Aaron Wealth Advisors
Illinois
$282K +$3.27M +31,488 New
VCAM
1424
Van Cleef Asset Management
Ohio
$281K – – –
VCP
1425
Verus Capital Partners
Arizona
$281K +$262K +2,524 New
55 56
57
58 59