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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1551
Triad Wealth Partners
Kansas
$393K +$61.8K +506 +18%
AF
1552
Aldebaran Financial
$392K -$12.2K -100 -3%
GBT
1553
Grove Bank & Trust
Florida
$392K -$24.4K -200 -6%
PL
1554
Perpetual Ltd
Australia
$392K -$2.56K -21 -0.6%
C
1555
Certuity
Florida
$389K -$8.91K -73 -2%
DSC
1556
Duncker Streett & Co
Missouri
$389K – – –
VP
1557
Verum Partners
North Carolina
$388K -$30.6K -251 -7%
WKWM
1558
Walter & Keenan Wealth Management
Indiana
$388K -$26.5K -217 -6%
EW
1559
Evoke Wealth
California
$387K -$138K -1,129 -25%
HGA
1560
Hobbs Group Advisors
South Carolina
$387K +$93.5K +766 +30%
RC
1561
Resolute Capital
South Carolina
$387K +$403K +3,298 New
CAAS
1562
Capital Asset Advisory Services
Michigan
$385K +$6.72K +55 +2%
DWM
1563
Drive Wealth Management
Utah
$384K -$26K -213 -6%
FFG
1564
Fiduciary Financial Group
California
$382K -$5.98K -49 -1%
BMCM
1565
Bryn Mawr Capital Management
Pennsylvania
$382K -$88.5K -725 -18%
SIC
1566
Sterling Investment Counsel
New York
$382K +$433K +3,543 New
PA
1567
PFG Advisors
Arizona
$381K -$159K -1,303 -29%
BWM
1568
Baron Wealth Management
Michigan
$381K -$44.8K -367 -10%
CIA
1569
Cladis Investment Advisory
Montana
$381K -$4.88K -40 -1%
NAS
1570
Nicolet Advisory Services
Wisconsin
$380K -$112K -914 -22%
PHWM
1571
Pine Harbor Wealth Management
Maryland
$380K +$244 +2 +0.1%
TFO
1572
Timonier Family Office
North Carolina
$380K +$244 +2 +0.1%
MAM
1573
MWA Asset Management
Massachusetts
$378K -$3.05K -25 -0.8%
FG
1574
Foster Group
Iowa
$378K +$67K +549 +21%
CP
1575
Castleview Partners
Texas
$378K +$84.6K +693 +27%
61 62
63
64 65