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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
1676
Leigh Baldwin & Co
New York
$381K – – –
SW
1677
SteelPeak Wealth
California
$381K -$4.92K -39 -1%
NG
1678
Novem Group
New York
$380K -$6.43K -51 -2%
MCA
1679
Magnolia Capital Advisors
Mississippi
$380K -$38.9K -308 -9%
RFA
1680
Resurgent Financial Advisors
Georgia
$380K -$20.1K -159 -5%
IAS
1681
Integrity Advisory Solutions
Texas
$380K +$379K +3,001 New
AA
1682
Alta Advisers
United Kingdom
$380K – – –
WPI
1683
Walter Public Investments
Canada
$380K – – –
MIC
1684
Means Investment Company
Maine
$379K +$1.51K +12 +0.4%
IC
1685
Inscription Capital
Texas
$379K +$36.1K +286 +11%
TW
1686
Tempo Wealth
Ohio
$379K +$173K +1,370 +84%
WA1
1687
Wimmer Associates 1
California
$379K -$6.31K -50 -2%
WCA
1688
Westover Capital Advisors
Delaware
$379K – – –
BTW
1689
Boston Trust Walden
Massachusetts
$378K – – –
PIP
1690
Peachtree Investment Partners
Florida
$377K +$10.2K +81 +3%
ZCP
1691
Z3 Capital Partners
Virginia
$377K +$252 +2 +0.1%
FA
1692
Fagan Associates
New York
$376K +$6.69K +53 +2%
KWM
1693
Keebeck Wealth Management
Illinois
$376K +$131K +1,039 +54%
RF
1694
Rossby Financial
Florida
$374K +$54.7K +434 +17%
PC
1695
PCB Capital
New Jersey
$374K +$10.7K +85 +3%
FS
1696
Financial Symmetry
North Carolina
$372K +$126 +1 +0%
BMC
1697
Benin Management Corp
Connecticut
$369K -$14.6K -116 -4%
EFM
1698
E Fund Management
China
$368K -$279K -2,213 -43%
LSA
1699
Leonteq Securities AG
Switzerland
$368K -$807K -6,399 -69%
SWM
1700
SHP Wealth Management
Massachusetts
$368K +$89.8K +712 +32%
66 67
68
69 70