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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
1751
Cassady Schiller Wealth Management
Ohio
$69.3K -$5.18K -57 -7%
BWAM
1752
Boyd Watterson Asset Management
Ohio
$67.6K – – –
TFIPS
1753
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.4K +$63.2K +695 New
A
1754
AJOVista
Massachusetts
$67.3K +$63.1K +694 New
WIM
1755
Westside Investment Management
California
$65.1K – – –
EDRH
1756
Edmond de Rothschild Holding
Switzerland
$64.7K – – –
PWMG
1757
Prestige Wealth Management Group
New Jersey
$64.4K +$455 +5 +0.8%
WSCM
1758
Wellington Shields Capital Management
New York
$63K – – –
PCTC
1759
Perkins Coie Trust Company
Washington
$63K -$2.46K -27 -4%
PA
1760
Pineridge Advisors
Missouri
$62.9K +$59K +649 New
NFA
1761
Northwest Financial Advisors
Virginia
$62.4K +$58.5K +643 New
JGIA
1762
Jackson Grant Investment Advisers
Connecticut
$61.7K – – –
MIM
1763
Macroview Investment Management
Maryland
$60.9K – – –
IRAG
1764
Investment Research & Advisory Group
Georgia
$58.4K +$364 +4 +0.7%
SPWM
1765
Spartan Planning & Wealth Management
North Carolina
$57.6K +$53.8K +592 +29,600%
NBT
1766
Northwest Bank & Trust
Iowa
$57.1K +$53.5K +588 New
RDIA
1767
RE Dickinson Investment Advisors
Iowa
$57K – – –
DCM
1768
Davis Capital Management
Florida
$56.8K +$53.2K +585 New
AWM
1769
Abound Wealth Management
Tennessee
$56.7K +$1.09K +12 +2%
EL
1770
EMFO LLC
Florida
$56.7K – – –
OLVIG
1771
Oliver Lagore Vanvalin Investment Group
Michigan
$56.2K – – –
GIA
1772
GHP Investment Advisors
Colorado
$55.7K +$273 +3 +0.5%
BAM
1773
Bellevue Asset Management
Washington
$55.6K -$4.64K -51 -8%
BFPW
1774
BOK Financial Private Wealth
Colorado
$54.6K +$5.55K +61 +12%
PGAM
1775
Princeton Global Asset Management
New Jersey
$54.3K – – –
69 70
71
72 73