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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1101
Cypress Wealth Services
California
$300K +$25.7K +291 +9%
SBSB
1102
Sullivan, Bruyette, Speros & Blaney
Virginia
$300K +$60.1K +680 +25%
KFGK
1103
Keystone Financial Group (Kentucky)
Kentucky
$299K -$12.4K -140 -4%
SG
1104
StoneX Group
New York
$298K -$2.03K -23 -0.7%
BBA
1105
Braun-Bostich & Associates
Pennsylvania
$297K +$130K +1,474 +78%
SLT
1106
St Louis Trust
Missouri
$294K – – –
FAIM
1107
Financial Advocates Investment Management
Washington
$294K +$295K +3,332 New
CIS
1108
Connors Investor Services
Pennsylvania
$293K – – –
P
1109
Pitcairn
Pennsylvania
$292K -$44.9K -508 -13%
GIP
1110
Greatmark Investment Partners
Georgia
$291K – – –
MAP
1111
Milestone Advisory Partners
North Carolina
$290K +$39K +441 +16%
MWM
1112
Mission Wealth Management
California
$290K +$291K +3,290 New
EWA
1113
Exencial Wealth Advisors
Oklahoma
$289K – – –
W
1114
WealthOne
New York
$289K +$260K +2,939 +870%
MOS
1115
MGO One Seven
Ohio
$287K -$46.8K -529 -14%
HC
1116
Hamilton Capital
Ohio
$287K -$4.33K -49 -1%
SW
1117
SlateStone Wealth
Florida
$286K -$16.8K -190 -6%
AAIM
1118
Asset Advisors Investment Management
Georgia
$286K -$12.8K -145 -4%
EIA
1119
Edgemoor Investment Advisors
Maryland
$286K -$8.84K -100 -3%
CAM
1120
Centre Asset Management
New York
$286K – – –
LF
1121
Lantz Financial
Illinois
$286K +$442 +5 +0.2%
IDBONY
1122
Israel Discount Bank of New York
New York
$286K +$10.6K +120 +4%
BWCS
1123
Beirne Wealth Consulting Services
Connecticut
$283K -$60.2K -681 -18%
BSB
1124
Bangor Savings Bank
Maine
$283K +$1.77K +20 +0.6%
DE
1125
Day & Ennis
Georgia
$283K +$283K +3,203 New
43 44
45
46 47