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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1326
McKinley Carter Wealth Services
West Virginia
$601K +$12.1K +100 +2%
TWP
1327
Tyche Wealth Partners
Texas
$601K -$3.64K -30 -0.6%
PWMAG
1328
Pinnacle Wealth Management Advisory Group
New Jersey
$601K -$3.15K -26 -0.5%
CAM
1329
Costello Asset Management
Pennsylvania
$601K -$4.73K -39 -0.8%
WAM
1330
Walker Asset Management
Missouri
$600K +$4.37K +36 +0.7%
SS
1331
Sunbelt Securities
Texas
$599K +$17.5K +144 +3%
BAAM
1332
Baker Avenue Asset Management
California
$596K +$49.8K +410 +9%
WFM
1333
Wolff Financial Management
Michigan
$595K -$1.82K -15 -0.3%
HWA
1334
HHM Wealth Advisors
Tennessee
$594K -$4.73K -39 -0.8%
SEP
1335
Southland Equity Partners
Missouri
$593K +$50K +412 +9%
XT
1336
XTX Topco
Cayman Islands
$592K +$340K +2,802 +141%
TA
1337
TruWealth Advisors
Louisiana
$592K +$580K +4,783 New
HI
1338
Hudock Inc
Pennsylvania
$589K -$26K -214 -4%
JIC
1339
Joel Isaacson & Co
New York
$586K -$31.8K -262 -5%
BOJHT
1340
Bank of Jackson Hole Trust
Wyoming
$586K +$63.7K +525 +12%
SWA
1341
Strategies Wealth Advisors
Michigan
$584K +$50.2K +414 +10%
TPI
1342
Trust Point Inc
Wisconsin
$582K -$9.1K -75 -2%
TIA
1343
Traphagen Investment Advisors
New Jersey
$580K +$14.9K +123 +3%
GM
1344
GeoWealth Management
Illinois
$579K +$312K +2,574 +122%
AAIM
1345
Asset Advisors Investment Management
Georgia
$578K – – –
RCM
1346
Radnor Capital Management
Pennsylvania
$578K – – –
BFC
1347
Blue Fin Capital
Rhode Island
$578K -$12.1K -100 -2%
MSA
1348
Marathon Strategic Advisors
Pennsylvania
$577K +$566K +4,666 New
BFS
1349
Bard Financial Services
Connecticut
$576K – – –
PWAM
1350
Pinnacle West Asset Management
Wyoming
$576K +$2.43K +20 +0.4%
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