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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1601
Hilltop National Bank
Wyoming
$241K -$7.6K -76 -3%
AA
1602
Apriem Advisors
California
$241K – – –
PMAM
1603
Penn Mutual Asset Management
Pennsylvania
$241K – – –
CC
1604
Callan Capital
California
$241K +$16.7K +167 +7%
LCM
1605
Lazari Capital Management
California
$239K +$7.2K +72 +3%
BAM
1606
Berkshire Asset Management
Pennsylvania
$239K +$239K +2,387 New
HWM
1607
Howard Wealth Management
Connecticut
$239K +$15.2K +152 +7%
CWM
1608
CarsonAllaria Wealth Management
Illinois
$239K -$27.8K -278 -10%
SRSA
1609
S.R. Schill & Associates
Washington
$238K – – –
PVI
1610
Pine Valley Investments
New Jersey
$237K -$19.7K -197 -8%
AC
1611
Allstate Corporation
Illinois
$237K – – –
AHC
1612
Adell Harriman & Carpenter
Texas
$236K -$60K -600 -20%
GG
1613
Gleason Group
Kentucky
$236K +$2.4K +24 +1%
CCC
1614
Chelsea Counsel Company
California
$236K +$40K +400 +21%
RB
1615
Renasant Bank
Mississippi
$236K -$144K -1,435 -38%
IAA
1616
Ironsides Asset Advisors
North Carolina
$235K -$40K -400 -15%
LFG
1617
Larson Financial Group
Missouri
$235K +$28.8K +288 +14%
JF
1618
Joule Financial
Kentucky
$235K -$4.6K -46 -2%
LIG
1619
Lokken Investment Group
Delaware
$235K +$1.2K +12 +0.5%
TC
1620
Truvestments Capital
Florida
$234K -$6K -60 -3%
TCMP
1621
Thrive Capital Management (Pennsylvania)
Pennsylvania
$233K -$32K -320 -12%
CCFM
1622
Clear Creek Financial Management
Washington
$233K +$4.1K +41 +2%
SWS
1623
SYSTM Wealth Solutions
Illinois
$232K -$868K -8,680 -79%
1IA
1624
1834 Investment Advisors
Wisconsin
$232K -$2K -20 -0.9%
PFA
1625
Pettinga Financial Advisors
Indiana
$232K +$232K +2,317 New
63 64
65
66 67