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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1576
Tiemann Investment Advisors
California
$446K -$37.8K -300 -8%
GPW
1577
Genesis Private Wealth
Virginia
$445K -$7.44K -59 -2%
KWMG
1578
King Wealth Management Group
Florida
$445K – – –
BWM
1579
Baron Wealth Management
Michigan
$444K -$5.42K -43 -1%
WC
1580
Westhampton Capital
North Carolina
$443K – – –
NSIM
1581
North Star Investment Management
Illinois
$443K -$8.7K -69 -2%
ABC
1582
Anchor Bay Capital
California
$443K +$461K +3,655 New
AP
1583
Anchyra Partners
Georgia
$442K +$25K +198 +6%
GWM
1584
GSB Wealth Management
Connecticut
$442K -$24.6K -195 -5%
CFS
1585
CRA Financial Services
New Jersey
$442K +$4.92K +39 +1%
TC
1586
TwinBeech Capital
New York
$441K +$439K +3,484 New
SAM
1587
Summit Asset Management
Tennessee
$440K +$18.7K +148 +4%
SAM
1588
Sequent Asset Management
Texas
$438K +$20.2K +160 +5%
DE
1589
Diversified Enterprises
Delaware
$438K -$43.9K -348 -9%
AF
1590
Aldebaran Financial
$438K – – –
API
1591
Asset Planning Inc
California
$438K +$757 +6 +0.2%
OBWG
1592
Onyx Bridge Wealth Group
New York
$438K +$16.8K +133 +4%
WIS
1593
Wright Investors Service
Connecticut
$437K -$27.2K -216 -6%
CD
1594
Chapin Davis
Maryland
$436K -$576K -4,564 -57%
BWP
1595
Barlow Wealth Partners
Kentucky
$436K +$434K +3,438 New
MAM
1596
Marotta Asset Management
Virginia
$436K +$505 +4 +0.1%
DSC
1597
Duncker Streett & Co
Missouri
$435K – – –
MHC
1598
May Hill Capital
Massachusetts
$434K +$32.4K +257 +8%
UAG
1599
United Advisor Group
Ohio
$434K +$18K +143 +4%
FFG
1600
Fiduciary Financial Group
California
$434K +$32.3K +256 +8%
62 63
64
65 66