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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1576
CIM Investment Management
Pennsylvania
$377K – – –
AP
1577
Anchyra Partners
Georgia
$376K +$392K +3,211 New
BFG
1578
Birch Financial Group
New Hampshire
$376K +$392K +3,210 New
MAWA
1579
Moss Adams Wealth Advisors
Washington
$376K +$21.9K +179 +6%
RFA
1580
Resurgent Financial Advisors
Georgia
$375K -$160K -1,309 -29%
FA
1581
Fagan Associates
New York
$375K +$5.74K +47 +1%
RCG
1582
Ridge Creek Global
Ohio
$374K +$390K +3,193 New
BSSFA
1583
Baron Silver Stevens Financial Advisors
Florida
$374K -$14K -115 -3%
FPW
1584
Fairvoy Private Wealth
Alabama
$373K -$611 -5 -0.2%
OBWG
1585
Onyx Bridge Wealth Group
New York
$372K +$977 +8 +0.3%
KCM
1586
Kathmere Capital Management
Pennsylvania
$372K -$3.17K -26 -0.8%
BMC
1587
Beaton Management Company
Massachusetts
$372K – – –
SN
1588
Sittner & Nelson
Oregon
$372K -$122 -1 -0%
AG
1589
AmeriFlex Group
Nevada
$371K -$363K -2,973 -48%
4WM
1590
44 Wealth Management
Oregon
$371K – – –
MGAM
1591
McGowan Group Asset Management
Texas
$371K +$244 +2 +0.1%
RDFA
1592
Ritter Daniher Financial Advisory
Ohio
$371K +$87.6K +717 +29%
BWM
1593
BKM Wealth Management
Wisconsin
$371K – – –
SAM
1594
Summit Asset Management
Tennessee
$371K +$2.69K +22 +0.7%
MSFS
1595
Main Street Financial Solutions
Pennsylvania
$370K -$288K -2,357 -43%
PEA
1596
Park Edge Advisors
Ohio
$370K -$122K -998 -24%
WPA
1597
West Paces Advisors
Georgia
$370K +$6.11K +50 +2%
CST
1598
Charles Schwab Trust
Nevada
$370K -$7.08K -58 -2%
CFA
1599
CWS Financial Advisors
Michigan
$370K -$5.98K -49 -2%
CS
1600
Cannell & Spears
New York
$369K -$611 -5 -0.2%
62 63
64
65 66