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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
JBI
1501
John Boyer Inc
Florida
$428K +$420K +3,461 New
RZH
1502
Relyea Zuckerberg Hanson
Connecticut
$428K +$5.46K +45 +1%
MIP
1503
Marietta Investment Partners
Wisconsin
$426K -$16.7K -138 -4%
API
1504
Asset Planning Inc
California
$426K +$728 +6 +0.2%
ADL
1505
Asset Dedication LLC
California
$426K +$16.5K +136 +4%
COI
1506
Connable Office Inc
Michigan
$426K +$81.9K +675 +24%
AF
1507
Aldebaran Financial
$425K -$12.1K -100 -3%
CIA
1508
Cape Investment Advisory
Georgia
$424K -$551K -4,538 -57%
UFF
1509
USA Financial Formulas
Michigan
$424K -$834K -6,872 -67%
NSIM
1510
North Star Investment Management
Illinois
$424K +$28.8K +237 +7%
SAM
1511
Secure Asset Management
Michigan
$423K +$1.7K +14 +0.4%
AWP
1512
Atlas Wealth Partners
Pennsylvania
$422K +$30.3K +250 +8%
C
1513
Certuity
Florida
$420K -$14.9K -123 -3%
EGM
1514
Engineers Gate Manager
New York
$420K -$1.12M -9,262 -73%
RMDI
1515
R.M. Davis Inc
Maine
$420K -$124K -1,025 -23%
BIA
1516
Beacon Investment Advisors
Maryland
$419K +$2.06K +17 +0.5%
OFS
1517
OMC Financial Services
New York
$419K +$485 +4 +0.1%
HFS
1518
Hantz Financial Services
Michigan
$418K +$136K +1,117 +49%
PL
1519
Perpetual Ltd
Australia
$416K -$350K -2,882 -46%
HFP
1520
Holistic Financial Partners
Indiana
$416K +$2.18K +18 +0.5%
MWM
1521
Mindset Wealth Management
Indiana
$415K -$24.3K -200 -6%
ASC
1522
Atalanta Sosnoff Capital
New York
$414K -$9.83K -81 -2%
CFS
1523
Commonwealth Financial Services
West Virginia
$414K +$4.49K +37 +1%
AL
1524
Aspiriant LLC
California
$414K -$7.52K -62 -2%
DSC
1525
Duncker Streett & Co
Missouri
$410K +$6.07K +50 +2%
59 60
61
62 63