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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
1251
St Louis Trust
Missouri
$635K +$214K +1,874 +56%
MCWS
1252
McKinley Carter Wealth Services
West Virginia
$635K +$50.2K +440 +9%
MA
1253
MBA Advisors
Pennsylvania
$634K +$38.2K +335 +7%
CFO
1254
CVA Family Office
Colorado
$632K +$17K +149 +3%
CF
1255
Centaurus Financial
California
$630K -$27.5K -241 -4%
GPWM
1256
Grant Private Wealth Management
California
$629K +$320K +2,808 +110%
CWM
1257
Cordatus Wealth Management
Pennsylvania
$629K +$35.5K +311 +6%
FIM
1258
Fruth Investment Management
Texas
$628K – – –
CA
1259
Crewe Advisors
Utah
$627K +$3.88K +34 +0.7%
WC
1260
Waterloo Capital
Texas
$627K +$104K +915 +22%
JWA
1261
JFS Wealth Advisors
Pennsylvania
$627K -$1.82K -16 -0.3%
TWP
1262
Tyche Wealth Partners
Texas
$626K +$35.9K +315 +7%
VCP
1263
Verus Capital Partners
Arizona
$625K +$266K +2,332 +84%
PCM
1264
Polymer Capital Management
New York
$625K +$584K +5,121 New
CWP
1265
Cyndeo Wealth Partners
Florida
$623K -$28.3K -248 -5%
CFP
1266
Catalyst Financial Partners
Massachusetts
$621K +$10K +88 +2%
WIM
1267
WealthPlan Investment Management
Nebraska
$620K -$3.31K -29 -0.6%
GL
1268
Graypoint LLC
New York
$618K -$9.8K -86 -2%
PFA
1269
Petra Financial Advisors
Colorado
$617K -$684 -6 -0.1%
BFA
1270
Bill Few Associates
Pennsylvania
$616K – – –
HVP
1271
Hudson Value Partners
Florida
$615K – – –
RC
1272
Roundview Capital
New Jersey
$612K -$29.4K -258 -5%
BAM
1273
Broyhill Asset Management
North Carolina
$610K – – –
CCA
1274
Corps Capital Advisors
Texas
$610K -$199K -1,743 -26%
NW
1275
NewEdge Wealth
Pennsylvania
$609K -$109K -958 -16%
49 50
51
52 53