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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1551
Absher Wealth Management
North Carolina
$462K – – –
BWM
1552
Birchcreek Wealth Management
Ohio
$460K – – –
HDA
1553
Harold Davidson & Associates
California
$459K -$505 -4 -0.1%
LOWM
1554
Laurel Oak Wealth Management
New Jersey
$458K -$13.9K -110 -3%
QCIG
1555
Quad-Cities Investment Group
Iowa
$458K -$15.6K -124 -3%
SWM
1556
Spire Wealth Management
Virginia
$457K +$23.7K +188 +5%
AC
1557
Aldebaran Capital
Indiana
$456K – – –
CCFM
1558
Clear Creek Financial Management
Washington
$455K +$14.4K +114 +3%
WA
1559
WBH Advisory
Maryland
$455K -$20.9K -166 -4%
GAA
1560
Global Assets Advisory
Florida
$455K +$70.5K +559 +18%
FF
1561
Financial Futures
New Jersey
$455K +$631 +5 +0.1%
IAMOG
1562
Investors Asset Management of Georgia
Georgia
$454K – – –
LA
1563
LexAurum Advisors
Kansas
$454K -$12.4K -98 -3%
TAM
1564
Titleist Asset Management
Texas
$453K -$31.3K -248 -6%
BMWS
1565
Brady Martz Wealth Solutions
North Dakota
$453K +$451K +3,578 New
SAM
1566
Sagewood Asset Management
New York
$451K +$27.8K +220 +7%
BMC
1567
Beaton Management Company
Massachusetts
$451K +$49.1K +389 +12%
FMC
1568
First Merchants Corp
Indiana
$450K -$71.9K -570 -14%
PL
1569
Perpetual Ltd
Australia
$450K -$5.68K -45 -1%
TWP
1570
Triad Wealth Partners
Kansas
$449K +$65.6K +520 +17%
AA
1571
ABC Arbitrage
France
$446K +$445K +3,527 New
CSPIA
1572
Cary Street Partners Investment Advisory
Virginia
$446K +$27K +214 +6%
TPWA
1573
TRUE Private Wealth Advisors
Oregon
$446K -$7.95K -63 -2%
CFMC
1574
Curbstone Financial Management Corp
New Hampshire
$446K +$25.2K +200 +6%
YP
1575
YANKCOM Partnership
South Dakota
$446K +$6.94K +55 +2%
61 62
63
64 65