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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
1126
Brighton Jones LLC
Washington
$1M +$956K +7,645 New
SW
1127
Simplicity Wealth
New Jersey
$993K -$9.88K -79 -1%
CBOR
1128
Community Bank of Raymore
Missouri
$991K -$15.6K -125 -2%
WTC
1129
WhitTier Trust Company
Nevada
$990K +$4.13K +33 +0.4%
NP
1130
Nilsine Partners
Colorado
$988K +$128K +1,023 +15%
BRWM
1131
Blue Rock Wealth Management
North Carolina
$987K -$31.5K -252 -3%
MFA
1132
Mayflower Financial Advisors
Massachusetts
$987K +$20K +160 +2%
BIA
1133
Bigelow Investment Advisors
Maine
$986K +$19.9K +159 +2%
AWM
1134
Angeles Wealth Management
California
$986K +$55.9K +447 +6%
PJSIMP
1135
P.J. Schmidt Investment Management (PJS)
Wisconsin
$977K +$128K +1,026 +16%
HCM
1136
Hengehold Capital Management
Ohio
$974K +$375 +3 +0%
ACGA
1137
Atlanta Consulting Group Advisors
Georgia
$973K -$8.25K -66 -0.9%
GWM
1138
Graybill Wealth Management
Illinois
$973K – – –
GWA
1139
Gratus Wealth Advisors
Virginia
$969K +$250 +2 +0%
CL
1140
CVFG LLC
Indiana
$969K +$475K +3,799 +106%
LFA
1141
Legacy Financial Advisors
Kentucky
$968K +$18K +144 +2%
KFA
1142
Kapstone Financial Advisors
Ohio
$963K +$9.13K +73 +1%
CI
1143
Cigna Investments
Connecticut
$962K – – –
BWM
1144
BCS Wealth Management
Tennessee
$960K -$917K -7,332 -50%
PA
1145
Persium Advisors
Georgia
$960K +$42.9K +343 +5%
SWM
1146
Stockman Wealth Management
Montana
$960K +$113K +902 +14%
BIM
1147
Baldwin Investment Management
Pennsylvania
$959K -$63K -504 -6%
PAG
1148
Powers Advisory Group
Illinois
$958K -$5.13K -41 -0.6%
GFP
1149
Gryphon Financial Partners
Ohio
$957K +$48.9K +391 +6%
ZWA
1150
Zinnia Wealth Advisory
Florida
$953K +$10.4K +83 +1%
44 45
46
47 48