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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1601
Aldebaran Financial
$438K – – –
API
1602
Asset Planning Inc
California
$438K +$757 +6 +0.2%
OBWG
1603
Onyx Bridge Wealth Group
New York
$438K +$16.8K +133 +4%
WIS
1604
Wright Investors Service
Connecticut
$437K -$27.2K -216 -6%
CD
1605
Chapin Davis
Maryland
$436K -$576K -4,564 -57%
BWP
1606
Barlow Wealth Partners
Kentucky
$436K +$434K +3,438 New
MAM
1607
Marotta Asset Management
Virginia
$436K +$505 +4 +0.1%
DSC
1608
Duncker Streett & Co
Missouri
$435K – – –
MHC
1609
May Hill Capital
Massachusetts
$434K +$32.4K +257 +8%
UAG
1610
United Advisor Group
Ohio
$434K +$18K +143 +4%
FFG
1611
Fiduciary Financial Group
California
$434K +$32.3K +256 +8%
SAM
1612
Sawgrass Asset Management
Florida
$433K -$70.3K -557 -14%
SAM
1613
Secure Asset Management
Michigan
$432K -$53.5K -424 -11%
BOPW
1614
Brandywine Oak Private Wealth
Pennsylvania
$432K -$30.1K -239 -7%
PCM
1615
Prelude Capital Management
New York
$432K +$163K +1,294 +61%
SWM
1616
Shepherd Wealth Management
Ohio
$431K +$1.26K +10 +0.3%
FM
1617
Foster & Motley
Ohio
$431K +$210K +1,667 +96%
CIM
1618
Cambria Investment Management
California
$430K +$27.2K +216 +7%
OFS
1619
OMC Financial Services
New York
$430K +$505 +4 +0.1%
CFG
1620
Cooper Financial Group
California
$429K +$23.3K +185 +6%
RWP
1621
Revolve Wealth Partners
New Jersey
$429K +$31.8K +252 +8%
NCM
1622
NCM Capital Management
New Jersey
$428K -$12.6K -100 -3%
CAM
1623
Campion Asset Management
Virginia
$427K -$8.07K -64 -2%
RMDI
1624
R.M. Davis Inc
Maine
$427K -$6.94K -55 -2%
ARA
1625
Approach Retirement Advisors
Alabama
$426K +$24K +190 +6%
63 64
65
66 67