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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1251
Towerpoint Wealth
California
$262K – – –
LRPA
1252
L. Roy Papp & Associates
Arizona
$261K – – –
B
1253
Brightworth
Georgia
$261K +$13.5K +147 +5%
FMWA
1254
Forvis Mazars Wealth Advisors
Missouri
$261K +$39.5K +431 +18%
EWA
1255
Exencial Wealth Advisors
Oklahoma
$260K -$23.3K -254 -8%
HC
1256
Hourglass Capital
Texas
$260K – – –
SBSB
1257
Sullivan, Bruyette, Speros & Blaney
Virginia
$260K +$38.7K +422 +17%
FC
1258
Fusion Capital
South Carolina
$260K +$261K +2,846 New
HIC
1259
Harvey Investment Company
Kentucky
$259K – – –
CM
1260
Cornerstone Management
Georgia
$258K +$14.3K +156 +6%
BPSG
1261
Brookfield Public Securities Group
New York
$258K +$87.1K +950 +51%
CFG
1262
Cooper Financial Group
California
$257K +$3.02K +33 +1%
FAT
1263
First American Trust
California
$256K -$11.5K -125 -4%
HWMG
1264
Hurlow Wealth Management Group
Indiana
$255K – – –
WAM
1265
Weatherly Asset Management
California
$254K +$255K +2,785 New
BRA
1266
Bender Robert & Associates
California
$253K – – –
JA
1267
JOYN Advisors
Georgia
$253K +$9.17K +100 +4%
RMCM
1268
Reynders McVeigh Capital Management
Massachusetts
$252K – – –
PWM
1269
PBMares Wealth Management
Virginia
$252K +$254K +2,766 New
WI
1270
Wintrust Investments
Illinois
$251K -$14.1K -154 -5%
PMFA
1271
Plante Moran Financial Advisors
Michigan
$250K -$361K -3,941 -59%
EWM
1272
Endurance Wealth Management
Rhode Island
$250K -$18.3K -200 -7%
BP
1273
Ballentine Partners
Massachusetts
$250K -$6.51K -71 -3%
MFW
1274
Mosaic Family Wealth
Missouri
$250K +$6.33K +69 +3%
PK
1275
Pflug Koory
Nebraska
$249K – – –
49 50
51
52 53