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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1451
Flagship Harbor Advisors
Massachusetts
$535K -$4.16K -33 -0.8%
RMAM
1452
Raab & Moskowitz Asset Management
New Jersey
$533K -$1.64K -13 -0.3%
OPA
1453
Old Port Advisors
Maine
$531K -$50.6K -401 -9%
MFS
1454
Mirabella Financial Services
United Kingdom
$531K +$238K +1,883 +81%
DBRC
1455
D.B. Root & Company
Pennsylvania
$531K -$81.9K -649 -13%
MIC
1456
Meridian Investment Counsel
California
$530K – – –
SWP
1457
Strategic Wealth Partners
Ohio
$530K -$282K -2,233 -35%
VP
1458
Verum Partners
North Carolina
$529K +$101K +797 +24%
AWAU
1459
Alliance Wealth Advisors (Utah)
Utah
$529K +$201K +1,596 +62%
IPAM
1460
Investment Partners Asset Management
New Jersey
$529K – – –
IAA
1461
Ironsides Asset Advisors
North Carolina
$529K – – –
SCM
1462
Saxony Capital Management
Missouri
$528K -$28.6K -227 -5%
CPA
1463
Capital Performance Advisors
California
$528K -$84.8K -672 -14%
WHCI
1464
W.H. Cornerstone Investments
Massachusetts
$527K +$144K +1,143 +38%
OC
1465
Oakworth Capital
Alabama
$526K – – –
EPW
1466
Evolve Private Wealth
California
$525K +$173K +1,374 +50%
CFSG
1467
Community Financial Services Group
Vermont
$525K +$55.6K +441 +12%
WP
1468
Westmount Partners
California
$525K +$13.9K +110 +3%
SL
1469
Salomon & Ludwin
Virginia
$524K -$3.53K -28 -0.7%
PA
1470
PFG Advisors
Arizona
$523K -$45.7K -362 -8%
FDW
1471
Fourth Dimension Wealth
Ohio
$523K +$43.8K +347 +9%
AIM
1472
Advyzon Investment Management
Illinois
$522K +$63.5K +503 +14%
RZH
1473
Relyea Zuckerberg Hanson
Connecticut
$521K +$14.4K +114 +3%
MCM
1474
Marathon Capital Management
Maryland
$520K – – –
CBB
1475
Citizens Business Bank
California
$518K -$16.1K -128 -3%
57 58
59
60 61