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Duke Energy

DUK

Market cap $94.8B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1701	SW 1701 Schulz Wealth Mansfield, Texas	$296K	–	–	–
1702	WTA 1702 Washington Trust Advisors Wellesley, Massachusetts	$296K	–	–	–
1703	AG 1703 AlTi Global New York	$296K	+$67.1K	+569	+29%
1704	FFG 1704 Fortem Financial Group Palm Desert, California	$295K	+$295K	+2,501	New
1705	MWM 1705 Maltin Wealth Management Ridgewood, New Jersey	$295K	–	–	–
1706	VCM 1706 Versant Capital Management Phoenix, Arizona	$293K	+$4.01K	+34	+1%
1707	GD 1707 Grandfield & Dodd New York	$293K	–	–	–
1708	PA 1708 PSI Advisors Tampa, Florida	$293K	-$49.3K	-418	-14%
1709	EC 1709 EntryPoint Capital New York	$293K	-$8.5K	-72	-3%
1710	PWM 1710 Partners Wealth Management Carmel By The Sea, California	$292K	–	–	–
1711	FCA 1711 Fortis Capital Advisors Prairie Village, Kansas	$292K	+$3.07K	+26	+1%
1712	LA 1712 LexAurum Advisors Overland Park, Kansas	$292K	-$1.65K	-14	-0.6%
1713	CH 1713 Cromwell Holdings Jackson, Wyoming	$291K	–	–	–
1714	LAS 1714 Lloyd Advisory Services Suwanee, Georgia	$291K	-$590	-5	-0.2%
1715	AA 1715 Acorns Advisers Irvine, California	$291K	+$80.2K	+680	+38%
1716	NSAM 1716 North Star Asset Management Neenah, Wisconsin	$291K	+$236	+2	+0.1%
1717	FFWA 1717 FRG Family Wealth Advisors Bellevue, Washington	$289K	–	–	–
1718	BS 1718 Banco Santander Madrid, Spain	$289K	+$289K	+2,447	New
1719	RDFA 1719 Ritter Daniher Financial Advisory Cincinnati, Ohio	$289K	-$27.1K	-230	-9%
1720	BWM 1720 Blossom Wealth Management San Ramon, Ca, California	$289K	-$34.2K	-290	-11%
1721	RWI 1721 Red Wave Investments Dillsburg, Pennsylvania	$286K	-$6.25K	-53	-2%
1722	LFG 1722 Lockerman Financial Group Newport Beach, California	$286K	–	–	–
1723	MAM 1723 McLean Asset Management Tysons, Virginia	$286K	+$5.43K	+46	+2%
1724	LIG 1724 Lokken Investment Group Lewes, Delaware	$286K	-$25K	-212	-8%
1725	CAM 1725 Cozad Asset Management Champaign, Illinois	$285K	-$826	-7	-0.3%

Duke Energy DUK Market cap $94.8B

Duke Energy

DUK

Market cap $94.8B