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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1326
Middleton & Co
Massachusetts
$238K +$22K +238 +10%
OC
1327
Oarsman Capital
Wisconsin
$237K +$1.76K +19 +0.7%
RPWA
1328
Regent Peak Wealth Advisors
Georgia
$237K +$7.31K +79 +3%
MFG
1329
Magnus Financial Group
New York
$236K +$238K +2,578 New
MW
1330
MBL Wealth
North Carolina
$236K +$239K +2,583 New
ITIM
1331
Indiana Trust & Investment Management
Indiana
$235K – – –
WP
1332
WealthSource Partners
California
$235K – – –
FAIM
1333
Financial Advocates Investment Management
Washington
$235K +$14.1K +152 +6%
SWA
1334
Sutton Wealth Advisors
Florida
$235K +$2.96K +32 +1%
TA
1335
Tiedemann Advisors
New York
$234K -$358K -3,865 -60%
WAM
1336
Weatherly Asset Management
California
$234K -$11.6K -125 -5%
AFG
1337
Allegheny Financial Group
Pennsylvania
$233K +$235K +2,545 New
COF
1338
Capital One Financial
Virginia
$231K -$291K -3,146 -55%
AR
1339
Advisory Research
Illinois
$230K -$10.5M -113,251 -98%
MA
1340
MCF Advisors
Kentucky
$230K -$127K -1,368 -35%
WP
1341
WMS Partners
Maryland
$230K +$9.25K +100 +4%
EHWM
1342
Eads & Heald Wealth Management
Georgia
$229K -$25.8K -279 -10%
V
1343
VeraBank
Texas
$229K -$14K -151 -6%
SJL
1344
Shayne & Jacobs LLC
Tennessee
$229K – – –
WFMPM
1345
Woodley Farra Manion Portfolio Management
Indiana
$228K -$463 -5 -0.2%
MPI
1346
Mairs & Power Inc
Minnesota
$228K +$5.92K +64 +3%
MA
1347
Mezzasalma Advisors
New Jersey
$228K +$230K +2,487 New
MP
1348
McDonald Partners
Ohio
$228K +$231K +2,492 New
WQ
1349
Wealth Quarterback
New Jersey
$227K -$307K -3,315 -57%
VA
1350
Valmark Advisers
Ohio
$227K -$4.53K -49 -2%
52 53
54
55 56