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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1426
Channel Wealth
California
$305K +$854 +9 +0.3%
WIM
1427
WealthPlan Investment Management
Nebraska
$305K – – –
O
1428
Ossiam
France
$303K -$108K -1,141 -27%
ACI
1429
Alpha Cubed Investments
California
$303K -$16.4K -173 -5%
BP
1430
BBR Partners
New York
$302K +$297K +3,126 New
SMA
1431
Sage Mountain Advisors
Georgia
$302K -$45.1K -475 -13%
SAM
1432
Summit Asset Management
Tennessee
$302K – – –
RAM
1433
Readystate Asset Management
Illinois
$301K -$556K -5,858 -65%
PPWP
1434
Premier Path Wealth Partners
New Jersey
$300K +$13K +137 +5%
KAS
1435
KPP Advisory Services
Kentucky
$300K -$35.3K -372 -11%
LBA
1436
Letko, Brosseau & Associates
Quebec, Canada
$300K – – –
CBFP
1437
Cedar Brook Financial Partners
Ohio
$299K -$7.12K -75 -2%
JWBC
1438
J.W. Burns & Co
New York
$298K – – –
SIC
1439
Sigma Investment Counselors
Michigan
$298K – – –
PIM
1440
Plato Investment Management
Australia
$297K – – –
ASC
1441
Atalanta Sosnoff Capital
New York
$296K -$3.23K -34 -1%
NSIM
1442
North Star Investment Management
Illinois
$296K -$3.32K -35 -1%
LIA
1443
LSP Investment Advisors
New York
$296K – – –
MSWMA
1444
Market Street Wealth Management Advisors
Indiana
$295K +$8.63K +91 +3%
BBNB
1445
Baker Boyer National Bank
Washington
$295K – – –
MA
1446
MJP Associates
Connecticut
$295K +$290K +3,052 New
EB
1447
Exchange Bank
California
$294K -$10.8K -114 -4%
NHT
1448
New Hampshire Trust
New Hampshire
$294K +$12.7K +134 +5%
JWM
1449
Jackson Wealth Management
Florida
$294K – – –
MWP
1450
Meridian Wealth Partners
Pennsylvania
$294K -$25.4K -268 -8%
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