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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1451
Beacon Capital Management LLC (Tennessee)
Tennessee
$401K -$32.6K -288 -7%
AWM
1452
Absher Wealth Management
North Carolina
$400K -$113 -1 -0%
SCA
1453
Strathmore Capital Advisors
North Carolina
$399K +$419K +3,702 New
WKSWA
1454
White Knight Strategic Wealth Advisors
New Jersey
$399K +$210K +1,850 +100%
NRC
1455
New Republic Capital
North Carolina
$398K +$14K +124 +3%
EWA
1456
ERTS Wealth Advisors
Michigan
$397K -$22.3K -197 -5%
PIMG
1457
Patriot Investment Management Group
Tennessee
$396K – – –
DAS
1458
Diversify Advisory Services
Utah
$396K +$75.1K +663 +22%
BC
1459
Broadwater Capital
Massachusetts
$395K – – –
ACM
1460
Alethea Capital Management
Washington
$395K +$415K +3,662 New
GB
1461
Goepper Burkhardt
South Carolina
$394K -$177K -1,563 -30%
OS
1462
Objectivity Squared
South Carolina
$393K +$227 +2 +0.1%
FWTB
1463
First Western Trust Bank
Colorado
$393K – – –
BS
1464
Brighton Securities
New York
$393K +$414K +3,651 New
SQA
1465
Simon Quick Advisors
New Jersey
$393K +$67.6K +597 +20%
MWP
1466
Meriwether Wealth & Planning
Louisiana
$392K +$412K +3,641 New
SAM
1467
Smith Asset Management
Florida
$392K +$412K +3,636 New
BWM
1468
Birchcreek Wealth Management
Ohio
$392K – – –
PG
1469
Prostatis Group
Maryland
$391K +$47.4K +418 +13%
WPA
1470
West Paces Advisors
Georgia
$391K -$7.93K -70 -2%
AC
1471
Aldebaran Capital
Indiana
$388K – – –
JIC
1472
Joel Isaacson & Co
New York
$388K -$37.7K -333 -8%
VWA
1473
VSM Wealth Advisory
Maryland
$388K +$407K +3,597 New
AIS
1474
AM Investment Strategies
Tennessee
$387K -$1.02K -9 -0.3%
QCIG
1475
Quad-Cities Investment Group
Iowa
$387K -$906 -8 -0.2%
57 58
59
60 61