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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1501
Heartwood Wealth Advisors
Virginia
$344K – – –
NSIM
1502
North Star Investment Management
Illinois
$344K +$4.23K +38 +1%
MSWMA
1503
Market Street Wealth Management Advisors
Indiana
$343K +$1.56K +14 +0.5%
DJSG
1504
D.J. St. Germain
Massachusetts
$342K -$37.1K -333 -10%
ICP
1505
Interchange Capital Partners
Pennsylvania
$341K -$334 -3 -0.1%
TAM
1506
Tucker Asset Management
Colorado
$341K -$97.8K -879 -23%
TCA
1507
Transcend Capital Advisors
New Jersey
$340K -$27.5K -247 -8%
IAMOG
1508
Investors Asset Management of Georgia
Georgia
$340K – – –
ASC
1509
Atalanta Sosnoff Capital
New York
$339K – – –
BCG
1510
Breakwater Capital Group
New Jersey
$338K +$7.68K +69 +2%
OFS
1511
OMC Financial Services
New York
$337K – – –
SC
1512
Searle & Co
Connecticut
$336K -$123K -1,101 -27%
BTW
1513
Boston Trust Walden
Massachusetts
$336K -$7.35K -66 -2%
HWMG
1514
Hurlow Wealth Management Group
Indiana
$336K +$2.56K +23 +0.8%
AMM
1515
American Money Management
California
$336K – – –
MPM
1516
MBB Public Markets
Illinois
$332K -$5.9M -53,015 -95%
CC
1517
Callan Capital
California
$332K +$53.4K +480 +20%
WKWM
1518
Walter & Keenan Wealth Management
Indiana
$332K +$334 +3 +0.1%
SIG
1519
Spinnaker Investment Group
California
$331K -$1.11K -10 -0.3%
TAM
1520
Titleist Asset Management
Texas
$330K -$14.9K -134 -4%
BCMO
1521
Buckingham Capital Management (Ohio)
Ohio
$330K -$1.45K -13 -0.5%
RSWM
1522
Robertson Stephens Wealth Management
California
$329K -$23.4K -210 -7%
UAS
1523
United Asset Strategies
New York
$327K +$68K +611 +27%
QWP
1524
Quotient Wealth Partners
Texas
$326K +$2K +18 +0.6%
EAM
1525
Everstar Asset Management
North Carolina
$326K +$315K +2,830 New
59 60
61
62 63