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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
YP
1526
YANKCOM Partnership
South Dakota
$408K +$1.47K +12 +0.3%
AWAP
1527
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$408K -$4.03K -33 -0.9%
AWM
1528
Accel Wealth Management
Iowa
$407K -$244 -2 -0.1%
SWA
1529
Sax Wealth Advisors
New Jersey
$407K +$189K +1,544 +80%
CAM
1530
Campion Asset Management
Virginia
$407K -$19.3K -158 -4%
NSIM
1531
North Star Investment Management
Illinois
$406K +$4.88K +40 +1%
MAM
1532
Marotta Asset Management
Virginia
$406K -$61.7K -505 -13%
VCM
1533
Virtue Capital Management
Tennessee
$404K -$1.02M -8,365 -71%
API
1534
Asset Planning Inc
California
$404K +$733 +6 +0.2%
FNT
1535
First Nebraska Trust
Nebraska
$404K +$106K +865 +34%
COI
1536
Connable Office Inc
Michigan
$403K – – –
HFP
1537
Holistic Financial Partners
Indiana
$402K +$9.16K +75 +2%
OWA
1538
Opal Wealth Advisors
New York
$402K +$16.9K +138 +4%
BIA
1539
Beacon Investment Advisors
Maryland
$400K +$3.54K +29 +0.9%
FHC
1540
First Heartland Consultants
Missouri
$400K +$45.4K +372 +12%
GWMR
1541
GC Wealth Management RIA
Massachusetts
$399K -$1.29M -10,553 -76%
FFG
1542
Fortem Financial Group
California
$399K +$101K +824 +32%
FDW
1543
Fourth Dimension Wealth
Ohio
$398K +$25.2K +206 +6%
RZH
1544
Relyea Zuckerberg Hanson
Connecticut
$398K -$7.69K -63 -2%
CFS
1545
CRA Financial Services
New Jersey
$397K -$9.53K -78 -2%
OFS
1546
OMC Financial Services
New York
$397K +$366 +3 +0.1%
BBNB
1547
Baker Boyer National Bank
Washington
$396K +$41.5K +340 +11%
SW
1548
SteelPeak Wealth
California
$395K -$4.1M -33,545 -91%
GWP
1549
Gateway Wealth Partners
Wisconsin
$394K +$120K +981 +41%
LA
1550
Latitude Advisors
Florida
$394K +$16K +131 +4%
60 61
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