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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
1201
Baker Boyer National Bank
Washington
$436K +$421K +4,153 New
CIS
1202
Connors Investor Services
Pennsylvania
$435K +$38.9K +384 +10%
WIC
1203
Wilkins Investment Counsel
Massachusetts
$432K – – –
PWLP
1204
Prio Wealth Limited Partnership
Massachusetts
$432K +$17.9K +177 +4%
CPSC
1205
Carl P. Sherr & Co
Massachusetts
$430K – – –
AIP
1206
Almanack Investment Partners
Pennsylvania
$429K +$14.7K +145 +4%
KS
1207
Karpas Strategies
Connecticut
$427K – – –
FIA
1208
Foundations Investment Advisors
Arizona
$425K +$119K +1,177 +40%
CFG
1209
Cooper Financial Group
California
$422K +$3.04K +30 +0.8%
GWAG
1210
Garrett Wealth Advisory Group
Texas
$422K +$3.85K +38 +1%
B
1211
Bridgeworth
Alabama
$421K +$41.8K +412 +11%
FHA
1212
Flagship Harbor Advisors
Massachusetts
$420K -$269K -2,652 -40%
OWA
1213
Octavia Wealth Advisors
Ohio
$420K +$168K +1,655 +70%
FMP
1214
Financial Management Professionals
Texas
$418K +$43.2K +426 +12%
CG
1215
CFO4Life Group
Texas
$417K -$5.78K -57 -1%
IC
1216
Intersect Capital
California
$416K +$37.7K +372 +10%
PPW
1217
Pasadena Private Wealth
California
$414K -$507 -5 -0.1%
BHWM
1218
Bar Harbor Wealth Management
New Hampshire
$414K – – –
AL
1219
Aspiriant LLC
California
$414K +$15.3K +151 +4%
AF
1220
Advisornet Financial
Minnesota
$413K +$304 +3 +0.1%
RWP
1221
Revolve Wealth Partners
New Jersey
$413K +$399K +3,939 New
AWM
1222
Accel Wealth Management
Iowa
$412K +$22K +217 +6%
LFA
1223
Legacy Financial Advisors
Kentucky
$411K +$2.94K +29 +0.7%
DW
1224
Domani Wealth
Pennsylvania
$411K +$121K +1,194 +44%
PFT
1225
Providence First Trust
Arizona
$411K +$127K +1,250 +47%
47 48
49
50 51