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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1451
Oxbow Advisors
Texas
$544K +$199K +1,578 +58%
NB
1452
NBT Bank
New York
$542K -$69.3K -549 -11%
WA
1453
Waddell & Associates
Tennessee
$541K – – –
MA
1454
MJP Associates
Connecticut
$538K -$65.6K -520 -11%
BF
1455
Brucke Financial
Indiana
$538K +$151K +1,199 +39%
AA
1456
Acorns Advisers
California
$537K +$40.2K +319 +8%
MAG
1457
Mayfair Advisory Group
Alabama
$536K +$45.4K +360 +10%
ALAM
1458
Asahi Life Asset Management
Japan
$536K +$54K +428 +11%
MFGM
1459
Marshall Financial Group (Maryland)
Maryland
$536K -$80.1K -635 -13%
FHA
1460
Flagship Harbor Advisors
Massachusetts
$535K -$4.16K -33 -0.8%
RMAM
1461
Raab & Moskowitz Asset Management
New Jersey
$533K -$1.64K -13 -0.3%
OPA
1462
Old Port Advisors
Maine
$531K -$50.6K -401 -9%
MFS
1463
Mirabella Financial Services
United Kingdom
$531K +$238K +1,883 +81%
DBRC
1464
D.B. Root & Company
Pennsylvania
$531K -$81.9K -649 -13%
MIC
1465
Meridian Investment Counsel
California
$530K – – –
SWP
1466
Strategic Wealth Partners
Ohio
$530K -$282K -2,233 -35%
VP
1467
Verum Partners
North Carolina
$529K +$101K +797 +24%
AWAU
1468
Alliance Wealth Advisors (Utah)
Utah
$529K +$201K +1,596 +62%
IPAM
1469
Investment Partners Asset Management
New Jersey
$529K – – –
IAA
1470
Ironsides Asset Advisors
North Carolina
$529K – – –
SCM
1471
Saxony Capital Management
Missouri
$528K -$28.6K -227 -5%
CPA
1472
Capital Performance Advisors
California
$528K -$84.8K -672 -14%
WHCI
1473
W.H. Cornerstone Investments
Massachusetts
$527K +$144K +1,143 +38%
OC
1474
Oakworth Capital
Alabama
$526K – – –
EPW
1475
Evolve Private Wealth
California
$525K +$173K +1,374 +50%
57 58
59
60 61