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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1151
Thoroughbred Financial Services
Tennessee
$433K +$450K +4,911 New
CFA
1152
CWS Financial Advisors
Michigan
$431K -$10.6K -116 -2%
WI
1153
Wintrust Investments
Illinois
$429K +$92 +1 +0%
ST
1154
Spinnaker Trust
Maine
$428K – – –
SWM
1155
Silverlake Wealth Management
Vermont
$427K -$25.2K -275 -5%
FM
1156
Family Management
New York
$427K -$41K -447 -8%
SGK
1157
Steigerwald Gordon & Koch
Virginia
$426K -$3.02K -33 -0.7%
BWM
1158
Birchcreek Wealth Management
Ohio
$426K +$28.1K +306 +7%
CHA
1159
Carmichael Hill & Associates
Maryland
$425K +$19K +207 +4%
WFM
1160
Wolff Financial Management
Michigan
$425K – – –
BFC
1161
Bedel Financial Consulting
Indiana
$424K – – –
SS
1162
Sunbelt Securities
Texas
$423K -$31.9K -348 -7%
MSFP
1163
Mark Sheptoff Financial Planning
Connecticut
$422K – – –
SP
1164
Symmetry Partners
Connecticut
$422K – – –
CFS
1165
Commonwealth Financial Services
West Virginia
$422K +$438K +4,778 New
KA
1166
Kure Advisory
Minnesota
$421K +$437K +4,769 New
TIA
1167
Tiemann Investment Advisors
California
$420K -$2.29K -25 -0.5%
SWS
1168
SYSTM Wealth Solutions
Illinois
$418K -$221K -2,413 -34%
TIA
1169
Traphagen Investment Advisors
New Jersey
$412K -$11.2K -122 -3%
FRM
1170
Fox Run Management
Connecticut
$412K +$428K +4,668 New
CFO
1171
CVA Family Office
Colorado
$412K +$15.6K +170 +4%
GWAG
1172
Garrett Wealth Advisory Group
Texas
$411K +$4.58K +50 +1%
MCWS
1173
McKinley Carter Wealth Services
West Virginia
$411K -$30.3K -331 -7%
P
1174
Pitcairn
Pennsylvania
$411K +$105K +1,141 +32%
GB
1175
Goepper Burkhardt
South Carolina
$411K – – –
45 46
47
48 49