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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1326
StrategIQ Financial Group
Indiana
$302K +$275 +3 +0.1%
CAM
1327
Cozad Asset Management
Illinois
$302K – – –
SFP
1328
Sandbox Financial Partners
Maryland
$301K +$1.38K +15 +0.4%
SIA
1329
Strategic Investment Advisors
Michigan
$301K +$9.63K +105 +3%
TPWA
1330
TRUE Private Wealth Advisors
Oregon
$301K +$77.7K +848 +33%
CIG
1331
Cascade Investment Group
Colorado
$301K -$49K -535 -14%
FFA
1332
First Foundation Advisors
California
$300K +$30.5K +333 +11%
PP
1333
PDS Planning
Ohio
$300K -$3.3K -36 -1%
ST
1334
Smithfield Trust
Pennsylvania
$299K +$2.57K +28 +0.8%
NSIM
1335
North Star Investment Management
Illinois
$299K +$23.8K +260 +8%
SEP
1336
Southland Equity Partners
Missouri
$298K +$55.7K +607 +22%
PG
1337
Prostatis Group
Maryland
$297K -$8.12M -88,596 -96%
BMC
1338
Beaton Management Company
Massachusetts
$296K +$19.2K +209 +7%
MCM
1339
Marathon Capital Management
Maryland
$295K -$2.29K -25 -0.7%
CWP
1340
Cyndeo Wealth Partners
Florida
$295K +$71K +774 +30%
SLT
1341
St Louis Trust
Missouri
$294K – – –
AIS
1342
AM Investment Strategies
Tennessee
$294K -$17.6K -192 -5%
MSWMA
1343
Market Street Wealth Management Advisors
Indiana
$294K -$1.1K -12 -0.4%
MGAM
1344
McGowan Group Asset Management
Texas
$294K -$9.9K -108 -3%
ASC
1345
Atalanta Sosnoff Capital
New York
$292K +$303K +3,308 New
AP
1346
Americana Partners
Texas
$291K -$452K -4,929 -60%
SFO
1347
Stokes Family Office
Louisiana
$291K +$10.5K +114 +4%
CIA
1348
Cladis Investment Advisory
Montana
$290K – – –
FBT
1349
First Bankers Trust
Kentucky
$290K – – –
FAN
1350
Financial Advisors Network
California
$290K +$301K +3,280 New
52 53
54
55 56