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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1601
Sawgrass Asset Management
Florida
$433K -$70.3K -557 -14%
SAM
1602
Secure Asset Management
Michigan
$432K -$53.5K -424 -11%
BOPW
1603
Brandywine Oak Private Wealth
Pennsylvania
$432K -$30.1K -239 -7%
PCM
1604
Prelude Capital Management
New York
$432K +$163K +1,294 +61%
FM
1605
Foster & Motley
Ohio
$431K +$210K +1,667 +96%
CIM
1606
Cambria Investment Management
California
$430K +$27.2K +216 +7%
OFS
1607
OMC Financial Services
New York
$430K +$505 +4 +0.1%
CFG
1608
Cooper Financial Group
California
$429K +$23.3K +185 +6%
RWP
1609
Revolve Wealth Partners
New Jersey
$429K +$31.8K +252 +8%
NCM
1610
NCM Capital Management
New Jersey
$428K -$12.6K -100 -3%
CAM
1611
Campion Asset Management
Virginia
$427K -$8.07K -64 -2%
RMDI
1612
R.M. Davis Inc
Maine
$427K -$6.94K -55 -2%
ARA
1613
Approach Retirement Advisors
Alabama
$426K +$24K +190 +6%
DWM
1614
Drive Wealth Management
Utah
$426K -$1.64K -13 -0.4%
SWA
1615
Shah Wealth Advisors
California
$426K +$425K +3,367 New
AWM
1616
Avior Wealth Management
Nebraska
$425K -$21.1K -167 -5%
DO
1617
denkapparat Operations
Germany
$425K +$423K +3,354 New
BMCM
1618
Bryn Mawr Capital Management
Pennsylvania
$424K +$16.4K +130 +4%
GBT
1619
Grove Bank & Trust
Florida
$423K – – –
MAWA
1620
Moss Adams Wealth Advisors
Washington
$421K +$15K +119 +4%
FBFS
1621
First Business Financial Services
Wisconsin
$420K +$31.3K +248 +8%
CAWM
1622
Capital Advisors Wealth Management
Washington
$420K -$9.96K -79 -2%
MWM
1623
Mattern Wealth Management
Kansas
$420K +$194K +1,538 +86%
PWP
1624
Ponta Wealth Partners
Florida
$419K +$160K +1,272 +62%
FHC
1625
First Heartland Consultants
Missouri
$419K -$30.3K -240 -7%
63 64
65
66 67