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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1901
MV Capital Management
Maryland
$222K -$2.12K -18 -0.9%
LIA
1902
LifePlan Investment Advisors
North Carolina
$222K -$354 -3 -0.2%
AP
1903
Atwood & Palmer
Missouri
$222K – – –
CAGAS
1904
Capital Advisory Group Advisory Services
Minnesota
$222K +$21.6K +183 +11%
IWC
1905
Infinity Wealth Counsel
Ohio
$221K – – –
PIA
1906
Pinion Investment Advisors
Kansas
$221K -$118 -1 -0.1%
PL
1907
Plancorp LLC
Missouri
$221K +$2.24K +19 +1%
GF
1908
Gries Financial
Ohio
$221K +$5.31K +45 +2%
CSPIA
1909
Cary Street Partners Investment Advisory
Virginia
$221K +$7.67K +65 +4%
BMC
1910
Benin Management Corp
Connecticut
$220K – – –
BFA
1911
Beaumont Financial Advisors
Massachusetts
$220K -$2.24K -19 -1%
AHC
1912
Adell Harriman & Carpenter
Texas
$220K +$1.06K +9 +0.5%
SFO
1913
Stokes Family Office
Louisiana
$220K -$21.1K -179 -9%
FGWP
1914
Founders Grove Wealth Partners
Virginia
$219K -$21.4K -181 -9%
BW
1915
Balance Wealth
Ohio
$219K -$118 -1 -0.1%
JJBC
1916
James J. Burns & Company
New York
$219K +$7.2K +61 +3%
HFS
1917
Hughes Financial Services
Virginia
$219K +$826 +7 +0.4%
RCG
1918
Regatta Capital Group
California
$219K +$22.1K +187 +11%
FWM
1919
Focused Wealth Management
New York
$219K -$109K -920 -33%
PS
1920
Planned Solutions
California
$219K – – –
BRA
1921
Bender Robert & Associates
California
$218K – – –
SIA
1922
Strategic Investment Advisors
Michigan
$218K +$14.3K +121 +7%
HBW
1923
Hazlett, Burt & Watson
West Virginia
$218K -$13.3K -113 -6%
WCG
1924
Weaver Consulting Group
California
$218K +$354 +3 +0.2%
FFS
1925
Founders Financial Securities
Maryland
$217K +$1.42K +12 +0.7%
75 76
77
78 79