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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1176
Trilogy Capital
California
$632K -$38.8K -349 -6%
ICA
1177
Infrastructure Capital Advisors
New York
$631K -$337K -3,029 -36%
RPCONE
1178
Retirement Planning Company of New England
Rhode Island
$629K +$13.4K +120 +2%
RFA
1179
Register Financial Advisors
Georgia
$629K -$3.45K -31 -0.6%
CA
1180
Crewe Advisors
Utah
$629K +$4.56K +41 +0.8%
MNBTD
1181
Moody National Bank Trust Division
Texas
$627K +$170K +1,525 +39%
RCM
1182
RB Capital Management
Nevada
$626K -$8.79K -79 -1%
AWA
1183
Arete Wealth Advisors
Illinois
$623K -$199K -1,790 -25%
FCP
1184
Fidelis Capital Partners
Florida
$622K +$8.35K +75 +1%
BB
1185
Busey Bank
Illinois
$622K -$9.79K -88 -2%
CFP
1186
Catalyst Financial Partners
Massachusetts
$618K +$112K +1,007 +23%
PAI
1187
Pittenger & Anderson Inc
Nebraska
$617K +$234K +2,100 +65%
CWP
1188
Cyndeo Wealth Partners
Florida
$615K +$201K +1,802 +51%
AWS
1189
Aspen Wealth Strategies
Colorado
$615K +$593K +5,331 New
AFA
1190
AA Financial Advisors
Ohio
$614K +$38.3K +344 +7%
GSEP
1191
Golden State Equity Partners
California
$613K +$182K +1,635 +44%
GWM
1192
GSB Wealth Management
Connecticut
$613K -$43.4K -390 -7%
CAM
1193
Centre Asset Management
New York
$613K -$30.8K -277 -5%
EB
1194
Eastern Bank
Massachusetts
$609K +$588K +5,281 New
WCM
1195
Washington Capital Management
Washington
$608K – – –
HVP
1196
Hudson Value Partners
Florida
$605K +$303K +2,725 +108%
AF
1197
Advisornet Financial
Minnesota
$605K +$47.6K +428 +9%
GB
1198
Goepper Burkhardt
South Carolina
$601K -$61.2K -550 -10%
CFO
1199
CVA Family Office
Colorado
$600K +$3.45K +31 +0.6%
RC
1200
Roundview Capital
New Jersey
$600K +$42.2K +379 +8%
46 47
48
49 50