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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1001
Peoples Financial Services Corp
Pennsylvania
$1.1M -$826 -7 -0.1%
BAM
1002
Belpointe Asset Management
Nevada
$1.1M -$132K -1,116 -11%
NP
1003
NorthRock Partners
Minnesota
$1.09M +$225K +1,910 +26%
SCI
1004
Stableford Capital II
Arizona
$1.09M +$15.6K +132 +1%
KFS
1005
Keynote Financial Services
Connecticut
$1.09M – – –
EWA
1006
EverSource Wealth Advisors
Alabama
$1.09M -$531K -4,502 -33%
SWM
1007
Segment Wealth Management
Texas
$1.09M +$8.61K +73 +0.8%
GHA
1008
GW Henssler & Associates
Georgia
$1.08M +$108K +912 +11%
EPM
1009
Elm Partners Management
Pennsylvania
$1.08M +$1.08M +9,132 New
LNWWM
1010
Laird Norton Wetherby Wealth Management
California
$1.08M +$1.08M +9,129 New
FMB
1011
Field & Main Bank
Kentucky
$1.08M -$12.4K -105 -1%
DB
1012
Danske Bank
Denmark
$1.07M +$143K +1,213 +15%
JCFM
1013
JBR Co Financial Management
Oklahoma
$1.07M -$114K -966 -10%
TTWM
1014
TCV Trust & Wealth Management
Virginia
$1.06M +$29.7K +252 +3%
FDS
1015
First Dallas Securities
Texas
$1.06M -$123K -1,041 -10%
DWM
1016
Dogwood Wealth Management
Kansas
$1.06M +$372K +3,152 +53%
BPWM
1017
BCS Private Wealth Management
New Jersey
$1.06M +$1.06M +8,970 New
CA
1018
Continuum Advisory
Idaho
$1.06M +$189K +1,601 +22%
WWM
1019
Western Wealth Management
Colorado
$1.05M +$36.7K +311 +4%
CCA
1020
Checchi Capital Advisers
California
$1.05M -$66.8K -566 -6%
MWM
1021
Maridea Wealth Management
New York
$1.05M +$1.05M +8,863 New
KIA
1022
KCM Investment Advisors
California
$1.05M +$111K +941 +12%
VCM
1023
Violich Capital Management
California
$1.04M -$118K -1,000 -10%
CWM
1024
Crowley Wealth Management
Delaware
$1.03M +$2.95K +25 +0.3%
WAM
1025
Wolverine Asset Management
Illinois
$1.03M +$1.03M +8,753 New
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