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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
926
Western Wealth Management
Colorado
$778K +$133K +1,343 +20%
GCWM
927
Graham Capital Wealth Management
District of Columbia
$778K +$79.6K +806 New
LSPW
928
Lake Street Private Wealth
Illinois
$778K +$239K +2,417 +43%
ACM
929
AlphaStar Capital Management
North Carolina
$773K -$10.1M -102,077 -93%
GLR
930
Great Lakes Retirement
Ohio
$773K +$28.1K +284 +4%
CA
931
Cornerstone Advisory
Maryland
$772K +$167K +1,695 +27%
BL
932
Balentine LLC
Georgia
$771K -$95.7K -969 -11%
DAM
933
Doheny Asset Management
California
$770K +$198K +2,000 +33%
FPFS
934
First Personal Financial Services
North Carolina
$769K -$77.1K -780 -9%
CAM
935
Centre Asset Management
New York
$767K -$23.8K -241 -3%
WI
936
WrapManager Inc
California
$765K +$56.3K +570 +8%
SWM
937
Segment Wealth Management
Texas
$761K -$19.3K -195 -2%
BHIA
938
Birch Hill Investment Advisors
Massachusetts
$761K – – –
IB
939
Intrust Bank
Kansas
$760K +$118K +1,196 +18%
MAM
940
Madison Asset Management
Wisconsin
$760K -$163K -1,645 -17%
PFO
941
Pathstone Family Office
New Jersey
$758K -$3.04M -30,823 -80%
FCB
942
First Command Bank
Texas
$758K +$47.2K +478 +6%
FCFS
943
First Command Financial Services
Texas
$758K +$47.2K +478 +6%
SG
944
Stonnington Group
California
$757K -$98.6K -998 -12%
SC
945
Steph & Co
Wisconsin
$751K +$86.2K +873 +13%
OIA
946
Optimum Investment Advisors
Illinois
$751K – – –
TCA
947
Transcend Capital Advisors
New Jersey
$751K -$46.3K -469 -6%
CS
948
Capital Square
Tennessee
$751K -$24.8K -251 -3%
PA
949
Prossimo Advisors
California
$750K -$988 -10 -0.1%
WPC
950
Wedmont Private Capital
Pennsylvania
$750K +$81.3K +823 +12%
36 37
38
39 40