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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
1626
Holcombe Financial
Georgia
$353K – – –
ISFAN
1627
Investor's Fiduciary Advisor Network
Washington
$353K – – –
ABWM
1628
Alpine Bank Wealth Management
Colorado
$353K – – –
AWA
1629
AmeriServ Wealth Advisors
Pennsylvania
$353K -$2.43K -20 -0.7%
TWP
1630
Triad Wealth Partners
Kansas
$352K +$79.9K +658 +30%
BHPW
1631
Beverly Hills Private Wealth
California
$352K -$1.58K -13 -0.5%
IA
1632
IFC Advisors
California
$351K -$121K -995 -26%
WCP
1633
Wealthcare Capital Partners
Pennsylvania
$350K +$849 +7 +0.2%
SWM
1634
Salvus Wealth Management
New Jersey
$350K +$59.6K +491 +21%
LBC
1635
Leigh Baldwin & Co
New York
$350K +$26.3K +217 +8%
NAMNJ
1636
NorthStar Asset Management (New Jersey)
New Jersey
$349K +$1.7K +14 +0.5%
WEG
1637
World Equity Group
Illinois
$349K -$60.9K -502 -15%
LT
1638
Legacy Trust
Michigan
$349K +$342K +2,820 New
TAM
1639
Titleist Asset Management
Texas
$348K -$2.91K -24 -0.8%
NSG
1640
Nalls Sherbakoff Group
Tennessee
$348K +$1.94K +16 +0.6%
UAG
1641
United Advisor Group
Ohio
$347K +$60.6K +499 +22%
PIP
1642
Peachtree Investment Partners
Florida
$346K +$243 +2 +0.1%
BW
1643
BIP Wealth
Georgia
$346K +$971 +8 +0.3%
MMA
1644
Miracle Mile Advisors
California
$346K +$88.7K +731 +35%
FFM
1645
Forum Financial Management
Illinois
$346K -$3.88K -32 -1%
CB
1646
Centennial Bank
Arkansas
$345K -$134K -1,108 -28%
SC
1647
Searle & Co
Connecticut
$345K -$137K -1,125 -29%
GCM
1648
Generation Capital Management
New York
$345K – – –
PVI
1649
Pine Valley Investments
New Jersey
$344K +$66.9K +551 +25%
CGL
1650
Clarius Group LLC
Washington
$343K -$134K -1,101 -28%
64 65
66
67 68