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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1126
BCGM Wealth Management
Indiana
$463K – – –
HBT
1127
Hills Bank & Trust
Iowa
$462K – – –
PCS
1128
Personal CFO Solutions
New Jersey
$459K +$32.6K +356 +7%
BJL
1129
Brighton Jones LLC
Washington
$458K +$82.8K +903 +21%
ACM
1130
Ategra Capital Management
Virginia
$454K +$55.3K +603 +13%
CF
1131
Centaurus Financial
California
$454K +$42K +458 +10%
RMDI
1132
R.M. Davis Inc
Maine
$453K -$20.6K -225 -4%
LFA
1133
Legacy Financial Advisors
Kentucky
$452K +$69.4K +757 +17%
P
1134
&Partners
Tennessee
$451K +$3.85K +42 +0.8%
PSFG
1135
Prairie Sky Financial Group
Illinois
$450K – – –
CWM
1136
C2C Wealth Management
Arizona
$450K +$7.79K +85 +2%
SWIG
1137
Strategic Wealth Investment Group
Kentucky
$450K +$240K +2,613 +105%
NRC
1138
New Republic Capital
North Carolina
$449K +$466K +5,086 New
AF
1139
Apexium Financial
Texas
$449K +$16.6K +181 +4%
KA
1140
KLCM Advisors
Wisconsin
$448K – – –
HI
1141
Hendershot Investments
Virginia
$448K – – –
JF
1142
Jump Financial
Illinois
$447K +$166K +1,808 +56%
FWP
1143
Firethorn Wealth Partners
Georgia
$445K -$1.56K -17 -0.3%
AWM
1144
Accurate Wealth Management
Florida
$445K +$33.7K +368 +8%
BHBT
1145
Burke & Herbert Bank & Trust
Virginia
$443K -$46.5K -507 -9%
ACG
1146
Allen Capital Group
Nebraska
$440K – – –
WP
1147
WealthPLAN Partners
Nebraska
$437K +$35.4K +386 +8%
CI
1148
Conning Inc
Connecticut
$436K +$14.7K +160 +3%
NP
1149
NorthRock Partners
Minnesota
$434K -$26.9K -293 -6%
TFS
1150
Thoroughbred Financial Services
Tennessee
$433K +$450K +4,911 New
44 45
46
47 48