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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1601
Core Alternative Capital
Georgia
$89K +$5.69K +53 +6%
GIA
1602
Goodwin Investment Advisory
Georgia
$89K +$103K +962 New
WAM
1603
WFA Asset Management
Wisconsin
$83.8K +$17.4K +162 +22%
WPWM
1604
Western Pacific Wealth Management
Illinois
$83K +$54.5K +507 +131%
ASBI
1605
American State Bank (Iowa)
Iowa
$81.3K – – –
EIP
1606
Ellis Investment Partners
Pennsylvania
$80K +$537 +5 +0.6%
KA
1607
Kozak & Associates
Colorado
$80K +$859 +8 +0.9%
KC
1608
Kenfarb & Co
Kentucky
$79K – – –
AIM
1609
Achmea Investment Management
Netherlands
$77K -$50.3K -468 -36%
CWM
1610
Cranbrook Wealth Management
Michigan
$77K – – –
IRAG
1611
Investment Research & Advisory Group
Georgia
$76K -$22.9K -213 -21%
MCM
1612
Manchester Capital Management
Vermont
$76K – – –
MFT
1613
Moisand Fitzgerald Tamayo
Florida
$76K +$5.69K +53 +7%
PWMG
1614
Prestige Wealth Management Group
New Jersey
$74K +$322 +3 +0.4%
JWA
1615
JFS Wealth Advisors
Pennsylvania
$72K -$3.65K -34 -4%
CA
1616
Centerpoint Advisors
Massachusetts
$72K – – –
BAM
1617
Bellevue Asset Management
Washington
$72K +$215 +2 +0.3%
PCTC
1618
Perkins Coie Trust Company
Washington
$71K – – –
AIM
1619
Axiom Investment Management
New York
$68K +$79.3K +738 New
SIS
1620
Sound Income Strategies
Florida
$67K -$3.87K -36 -5%
ACM
1621
Antonetti Capital Management
Florida
$67K – – –
RDIA
1622
RE Dickinson Investment Advisors
Iowa
$66K – – –
SC
1623
Seldon Capital
California
$66K – – –
EDRH
1624
Edmond de Rothschild Holding
Switzerland
$62K – – –
MTIC
1625
Missouri Trust & Investment Company
Missouri
$61K – – –
63 64
65
66 67