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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
1326
Red Wave Investments
Pennsylvania
$250K +$16K +175 +7%
DS
1327
DRW Securities
Illinois
$250K +$236K +2,591 New
SWMG
1328
Strategic Wealth Management Group
Maryland
$249K +$29.3K +321 +14%
BBL
1329
Beck Bode LLC
Massachusetts
$249K +$235K +2,575 New
CCA
1330
Cobblestone Capital Advisors
New York
$248K -$37.4K -410 -14%
BWCS
1331
Beirne Wealth Consulting Services
Connecticut
$248K -$19.8K -217 -8%
ITIM
1332
Indiana Trust & Investment Management
Indiana
$248K – – –
MPI
1333
Mairs & Power Inc
Minnesota
$248K +$7.85K +86 +3%
PWM
1334
PBMares Wealth Management
Virginia
$248K +$34K +372 +17%
BCM
1335
Becker Capital Management
Oregon
$248K +$235K +2,573 New
IFG
1336
Independent Financial Group
California
$248K +$234K +2,568 New
CCC
1337
Chelsea Counsel Company
California
$247K -$37.2K -408 -14%
AFG
1338
Allegheny Financial Group
Pennsylvania
$247K +$1.37K +15 +0.6%
KTM
1339
Keeler Thomas Management
Utah
$246K -$1.7M -18,593 -88%
BOTW
1340
Bank of the West
California
$245K -$41.1K -450 -15%
BWM
1341
BCGM Wealth Management
Indiana
$245K -$6.57K -72 -3%
FMTC
1342
Farmers & Merchants Trust Company
California
$245K +$232K +2,537 New
EHWM
1343
Eads & Heald Wealth Management
Georgia
$244K +$2.28K +25 +1%
EWF
1344
Epstein & White Financial
California
$243K -$18.3K -201 -7%
AAS
1345
Annex Advisory Services
Wisconsin
$243K +$230K +2,523 New
MA
1346
MCF Advisors
Kentucky
$242K – – –
ECM
1347
Evergreen Capital Management
Washington
$242K +$4.93K +54 +2%
BCMO
1348
Buckingham Capital Management (Ohio)
Ohio
$242K +$228K +2,503 New
SJL
1349
Shayne & Jacobs LLC
Tennessee
$241K – – –
V
1350
VeraBank
Texas
$241K – – –
52 53
54
55 56