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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1401
Transce3nd
Texas
$483K -$14.6K -124 -3%
MM
1402
MQS Management
New York
$482K +$482K +4,087 New
VP
1403
Verum Partners
North Carolina
$481K +$826 +7 +0.2%
WA
1404
WBH Advisory
Maryland
$479K -$23.7K -201 -5%
ATC
1405
Adirondack Trust Company
New York
$479K -$13K -110 -3%
WP
1406
Westmount Partners
California
$479K +$9.2K +78 +2%
HS
1407
Horan Securities
United States
$479K +$46.3K +392 +11%
RMCM
1408
Reynders McVeigh Capital Management
Massachusetts
$478K -$12.4K -105 -3%
PWMG
1409
Pinnacle Wealth Management Group
Michigan
$478K -$23.6K -200 -5%
RIG
1410
RiverFront Investment Group
Virginia
$478K +$11.7K +99 +3%
FWP
1411
Firethorn Wealth Partners
Georgia
$476K -$92.5K -784 -16%
TC
1412
Truvestments Capital
Florida
$476K +$1.89K +16 +0.4%
BFC
1413
Bedel Financial Consulting
Indiana
$475K – – –
OCM
1414
One Capital Management
California
$473K +$826 +7 +0.2%
WIS
1415
Wright Investors Service
Connecticut
$472K +$14.2K +120 +3%
MAG
1416
Mayfair Advisory Group
Alabama
$471K -$2.12K -18 -0.5%
PP
1417
PDS Planning
Ohio
$471K +$54.9K +465 +13%
RL
1418
Rogco LP
Oklahoma
$470K +$470K +3,986 New
AFGAS
1419
Allegiance Financial Group Advisory Services
Virginia
$469K +$186K +1,579 +66%
MAM
1420
Marotta Asset Management
Virginia
$468K -$7.43K -63 -2%
CGH
1421
CMG Global Holdings
Texas
$466K -$1.18K -10 -0.3%
TIA
1422
Tiemann Investment Advisors
California
$465K -$45.2K -383 -9%
LWA
1423
Lantern Wealth Advisors
New York
$463K +$463K +3,920 New
SC
1424
Searle & Co
Connecticut
$461K – – –
LI
1425
Lafayette Investments
Maryland
$461K +$461K +3,904 New
55 56
57
58 59