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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1401
Arbor Investment Advisors
North Carolina
$439K -$800K -7,066 -63%
RIG
1402
RiverFront Investment Group
Virginia
$439K +$9.52K +84 +2%
CAM
1403
Campion Asset Management
Virginia
$438K -$27.4K -242 -6%
T
1404
Transce3nd
Texas
$438K +$461K +4,065 New
CGH
1405
CMG Global Holdings
Texas
$438K -$13.8K -122 -3%
AWAU
1406
Alliance Wealth Advisors (Utah)
Utah
$437K +$10.1K +89 +2%
GSWM
1407
Golden State Wealth Management
California
$436K +$458K +4,042 New
NCM
1408
NCM Capital Management
New Jersey
$434K – – –
PPC
1409
Park Place Capital
Alabama
$434K -$49.8K -440 -10%
CI
1410
Conning Inc
Connecticut
$434K -$108K -957 -19%
ZIM
1411
Zacks Investment Management
Illinois
$434K -$10.1K -89 -2%
SEP
1412
Southland Equity Partners
Missouri
$433K +$17.6K +155 +4%
OCM
1413
One Capital Management
California
$432K +$453 +4 +0.1%
MAM
1414
Marotta Asset Management
Virginia
$429K -$5.1K -45 -1%
FWCM
1415
Ferguson Wellman Capital Management
Oregon
$429K -$6.34K -56 -1%
PPWP
1416
Premier Path Wealth Partners
New Jersey
$428K +$47.4K +418 +12%
VP
1417
Verum Partners
North Carolina
$428K -$17.4K -154 -4%
IA
1418
IFC Advisors
California
$427K +$449K +3,964 New
SAM
1419
Summit Asset Management
Tennessee
$426K +$90.6K +800 +25%
WP
1420
Westmount Partners
California
$426K +$3.17K +28 +0.7%
NHT
1421
New Hampshire Trust
New Hampshire
$425K +$54.8K +484 +14%
CC
1422
Callan Capital
California
$425K +$120K +1,063 +37%
OCG
1423
Opus Capital Group
Ohio
$423K -$3.29K -29 -0.7%
LWA
1424
Lantern Wealth Advisors
New York
$422K – – –
SC
1425
Searle & Co
Connecticut
$421K +$112K +993 +34%
55 56
57
58 59