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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
901
Connectus Wealth
Ohio
$953K +$12.9K +136 +1%
KWA
902
Kellett Wealth Advisors
Ohio
$947K -$49.5K -522 -5%
CT
903
ClearAlpha Technologies
Connecticut
$947K +$929K +9,791 New
LNWWM
904
Laird Norton Wetherby Wealth Management
California
$946K +$72K +759 +8%
HKIM
905
Hayek Kallen Investment Management
Alabama
$936K -$2.09K -22 -0.2%
BFS
906
Burkett Financial Services
South Carolina
$935K +$15K +158 +2%
WCM
907
Weaver Capital Management
Georgia
$934K +$221K +2,332 +32%
CV
908
Counterweight Ventures
North Carolina
$933K -$15.8K -167 -2%
GWA
909
Gratus Wealth Advisors
Virginia
$933K +$57.6K +607 +7%
VA
910
Valmark Advisers
Ohio
$930K +$164K +1,728 +22%
ADL
911
Asset Dedication LLC
California
$929K -$685K -7,217 -43%
IIM
912
InTrack Investment Management
Vermont
$929K -$34.2K -360 -4%
NRS
913
Neville Rodie & Shaw
New York
$926K -$33.2K -350 -4%
WFS
914
Widmann Financial Services
Maryland
$926K +$29.3K +309 +3%
SCM
915
Sollinda Capital Management
Florida
$922K -$290K -3,054 -24%
PFSC
916
Peoples Financial Services Corp
Pennsylvania
$922K -$168K -1,776 -16%
CBOR
917
Community Bank of Raymore
Missouri
$915K -$332K -3,498 -27%
SC
918
Steph & Co
Wisconsin
$915K +$75.2K +793 +9%
UBV
919
United Bank (Virginia)
Virginia
$913K – – –
KFS
920
Keynote Financial Services
Connecticut
$913K +$896K +9,444 New
AO
921
Advisor OS
Illinois
$911K +$403K +4,253 +82%
CW
922
CreativeOne Wealth
Kansas
$908K +$201K +2,120 +29%
ACG
923
Allen Capital Group
Nebraska
$907K +$371K +3,908 +71%
WPC
924
Wedmont Private Capital
Pennsylvania
$906K +$51.1K +539 +6%
CIAS
925
CFS Investment Advisory Services
New Jersey
$906K +$78.1K +823 +10%
35 36
37
38 39