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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1176
Coppell Advisory Solutions
Texas
$780K -$12.3K -101 -2%
CF
1177
Claris Financial
Virginia
$778K +$4.4K +36 +0.5%
AF
1178
Advisornet Financial
Minnesota
$775K +$28.1K +230 +4%
HCM
1179
Howard Capital Management
Georgia
$774K +$3.3K +27 +0.4%
SKK
1180
Shepherd Kaplan Krochuk
Massachusetts
$772K -$33.6K -275 -4%
WF
1181
WealthPoint Financial
North Carolina
$771K +$804K +6,581 New
CS
1182
Capital Square
Tennessee
$768K +$145K +1,187 +22%
STA
1183
Smith Thornton Advisors
Alabama
$768K +$15.9K +130 +2%
UBV
1184
United Bank (Virginia)
Virginia
$767K – – –
FLPIM
1185
F.L. Putnam Investment Management
Massachusetts
$767K +$205K +1,678 +34%
SIA
1186
Soltis Investment Advisors
Utah
$767K +$22.8K +187 +3%
MFC
1187
Mechanics Financial Corp
Ohio
$766K -$22K -180 -3%
GS
1188
GTS Securities
Florida
$761K -$669K -5,482 -46%
TMC
1189
Themes Management Co
Connecticut
$760K +$792K +6,488 New
JGUA
1190
John G. Ullman & Associates
New York
$760K +$9.4K +77 +1%
KP
1191
Keel Point
Alabama
$758K +$156K +1,275 +25%
MCM
1192
Monument Capital Management
Virginia
$757K +$20.4K +167 +3%
CWMP
1193
Clarion Wealth Managment Partners
Virginia
$757K +$28.8K +236 +4%
GB
1194
Goepper Burkhardt
South Carolina
$756K +$24.4K +200 +3%
CSI
1195
Cross Staff Investments
New York
$756K – – –
FFWM
1196
Future Financial Wealth Management
Ohio
$755K +$14.7K +120 +2%
PJSIMP
1197
P.J. Schmidt Investment Management (PJS)
Wisconsin
$754K -$3.66K -30 -0.5%
SWM
1198
Stockman Wealth Management
Montana
$754K -$3.05K -25 -0.4%
CA
1199
Calton & Associates
Florida
$751K +$37.7K +309 +5%
DI
1200
Diligent Investors
California
$748K -$11.2K -92 -1%
46 47
48
49 50