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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1551
Sterling Investment Counsel
New York
$453K -$10.1K -81 -2%
AF
1552
Aldebaran Financial
$453K +$15.6K +125 +4%
MAM
1553
Marotta Asset Management
Virginia
$453K +$125 +1 +0%
VFP
1554
Verus Financial Partners
Virginia
$453K +$250 +2 +0.1%
AWAP
1555
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$453K -$2.25K -18 -0.5%
API
1556
Asset Planning Inc
California
$452K +$625 +5 +0.1%
CFS
1557
CRA Financial Services
New Jersey
$452K +$7.5K +60 +2%
QC
1558
Quent Capital
New York
$451K -$59.5K -476 -12%
MWM
1559
Meadowbrook Wealth Management
New York
$451K +$85.6K +685 +25%
CAM
1560
Campion Asset Management
Virginia
$450K -$3.88K -31 -0.9%
DSC
1561
Duncker Streett & Co
Missouri
$449K +$14.8K +118 +4%
BFIM
1562
Beese Fulmer Investment Management
Ohio
$449K -$25.5K -204 -6%
RMDI
1563
R.M. Davis Inc
Maine
$449K -$79.6K -637 -16%
SWM
1564
Spire Wealth Management
Virginia
$448K +$49.9K +399 +13%
CAWM
1565
Capital Advisors Wealth Management
Washington
$445K +$37.6K +301 +10%
HFP
1566
Holistic Financial Partners
Indiana
$445K -$4.5K -36 -1%
OFS
1567
OMC Financial Services
New York
$444K +$375 +3 +0.1%
VP
1568
Verum Partners
North Carolina
$443K +$9.38K +75 +2%
DWM
1569
Drive Wealth Management
Utah
$443K +$12.9K +103 +3%
SWM
1570
Shepherd Wealth Management
Ohio
$442K +$52.1K +417 +14%
PB
1571
Pinnacle Bancorp
Nebraska
$441K +$87.5K +700 +26%
LA
1572
Latitude Advisors
Florida
$441K +$1K +8 +0.2%
BBNB
1573
Baker Boyer National Bank
Washington
$440K -$2.88K -23 -0.7%
SAM
1574
Sagewood Asset Management
New York
$438K +$418K +3,346 New
GBT
1575
Grove Bank & Trust
Florida
$438K – – –
61 62
63
64 65