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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1151
Hamel Associates
New Jersey
$483K – – –
C
1152
CEDRUS
Colorado
$483K +$31.2K +316 +7%
CFO
1153
Callan Family Office
Pennsylvania
$482K +$181K +1,830 +58%
VA
1154
Valmark Advisers
Ohio
$482K -$23.4K -237 -5%
MCWS
1155
McKinley Carter Wealth Services
West Virginia
$481K -$8.4K -85 -2%
GWP
1156
Gateway Wealth Partners
Wisconsin
$480K +$7.8K +79 +2%
WDA
1157
Wendell David Associates
New Hampshire
$479K +$34.6K +350 +8%
CT
1158
Coastline Trust
Rhode Island
$475K +$11.9K +120 +2%
FWP
1159
Firethorn Wealth Partners
Georgia
$475K +$593 +6 +0.1%
PA
1160
PSI Advisors
Florida
$474K +$42.1K +426 +9%
ST
1161
Spinnaker Trust
Maine
$474K -$115K -1,165 -19%
AC
1162
AXQ Capital
New Jersey
$473K +$275K +2,780 +131%
MIC
1163
Means Investment Company
Maine
$472K -$8.99K -91 -2%
SGK
1164
Steigerwald Gordon & Koch
Virginia
$472K -$35.8K -362 -7%
BHPW
1165
Beverly Hills Private Wealth
California
$470K +$52.4K +530 +12%
ICA
1166
Infrastructure Capital Advisors
New York
$470K +$205K +2,079 +74%
CAM
1167
Cypress Asset Management
Texas
$469K +$64.2K +650 +15%
SWM
1168
Silverlake Wealth Management
Vermont
$469K -$38.6K -391 -7%
HWA
1169
Heritage Wealth Advisors
Virginia
$468K – – –
SIC
1170
Sigma Investment Counselors
Michigan
$467K +$28.6K +290 +6%
WI
1171
Wintrust Investments
Illinois
$466K +$22.8K +231 +5%
CHA
1172
Carmichael Hill & Associates
Maryland
$465K +$30.4K +308 +7%
WFM
1173
Wolff Financial Management
Michigan
$464K – – –
MM
1174
MQS Management
New York
$464K +$475K +4,807 New
BFC
1175
Bedel Financial Consulting
Indiana
$462K – – –
45 46
47
48 49