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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1051
Bay Colony Advisors
Massachusetts
$616K +$54.7K +540 +10%
RWA
1052
Rainsberger Wealth Advisors
Colorado
$616K +$595K +5,874 New
BFS
1053
Bard Financial Services
Connecticut
$615K +$32.9K +325 +6%
EFSCE
1054
Enterprise Financial Services Corp (EFSC)
Missouri
$612K +$507 +5 +0.1%
KPCM
1055
Kings Point Capital Management
New York
$611K +$26.2K +258 +5%
CB
1056
Community Bank
New York
$610K – – –
GCP
1057
GSA Capital Partners
United Kingdom
$608K +$588K +5,798 New
LWM
1058
Loveless Wealth Management
Montana
$605K +$52.2K +515 +10%
MGIA
1059
Moneta Group Investment Advisors
Missouri
$604K +$79.9K +788 +16%
HI
1060
Hendershot Investments
Virginia
$604K +$584K +5,762 New
HL
1061
HeadInvest LLC
Maine
$603K -$1.32K -13 -0.2%
HW
1062
Hancock Whitney
Mississippi
$601K -$18.8K -185 -3%
OPA
1063
Old Port Advisors
Maine
$600K -$710 -7 -0.1%
LSPW
1064
Lake Street Private Wealth
Illinois
$600K +$12.2K +120 +2%
CT
1065
Clearstead Trust
Maine
$599K – – –
EGA
1066
E&G Advisors
Texas
$598K -$10.1K -100 -2%
BL
1067
Balentine LLC
Georgia
$597K +$163K +1,612 +40%
BFM
1068
Boston Financial Management
Massachusetts
$594K – – –
WI
1069
WrapManager Inc
California
$594K +$12.4K +122 +2%
BWM
1070
BCGM Wealth Management
Indiana
$593K +$278K +2,743 +94%
ETC
1071
Exchange Traded Concepts
Oklahoma
$591K -$3.29M -32,450 -85%
TW
1072
Transform Wealth
Colorado
$589K -$63.9K -630 -10%
SWM
1073
Selective Wealth Management
Virginia
$586K – – –
PA
1074
Probity Advisors
Texas
$585K -$17.2K -170 -3%
GIA
1075
Gateway Investment Advisers
Ohio
$583K -$77.2K -762 -12%
41 42
43
44 45