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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1126
Beese Fulmer Investment Management
Ohio
$471K – – –
ACI
1127
Alpha Cubed Investments
California
$470K -$665K -6,196 -55%
LI
1128
Lafayette Investments
Maryland
$469K – – –
ABC
1129
Associated Banc-Corp
Wisconsin
$469K +$215 +2 +0%
MSFP
1130
Mark Sheptoff Financial Planning
Connecticut
$467K – – –
ZCA
1131
Zeke Capital Advisors
Pennsylvania
$467K – – –
CFA
1132
CWS Financial Advisors
Michigan
$465K – – –
LSPW
1133
Lake Street Private Wealth
Illinois
$463K -$10.7K -100 -2%
GIA
1134
Guyasuta Investment Advisors
Pennsylvania
$463K +$32.2K +300 +6%
CT
1135
Chicago Trust
Illinois
$459K -$53.7K -500 -9%
TW
1136
Transform Wealth
Colorado
$459K -$40.5K -377 -7%
FIBT
1137
First International Bank & Trust
North Dakota
$459K +$116K +1,082 +28%
WEG
1138
World Equity Group
Illinois
$458K -$33K -307 -6%
DSC
1139
Duncker Streett & Co
Missouri
$458K +$537 +5 +0.1%
VWA
1140
Visionary Wealth Advisors
Illinois
$454K +$1.72K +16 +0.3%
LF
1141
Lantz Financial
Illinois
$453K +$5.26K +49 +1%
ECM
1142
Evergreen Capital Management
Washington
$453K +$281K +2,621 +117%
HWA
1143
Heritage Wealth Advisors
Virginia
$451K -$1.29K -12 -0.2%
GIA
1144
Gladstone Institutional Advisory
Florida
$451K +$9.88K +92 +2%
FWP
1145
Firethorn Wealth Partners
Georgia
$449K -$14.4K -134 -3%
GWM
1146
Gray Wealth Management
Maine
$449K +$2.04K +19 +0.4%
CT
1147
Coastline Trust
Rhode Island
$447K – – –
WTC
1148
WhitTier Trust Company
Nevada
$447K – – –
WFM
1149
Wolff Financial Management
Michigan
$447K – – –
GCMG
1150
Gyroscope Capital Management Group
Florida
$447K +$516K +4,803 New
44 45
46
47 48