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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
1351
Urban Wealth Management
California
$227K +$229K +2,477 New
TIA
1352
Traphagen Investment Advisors
New Jersey
$226K -$1.01M -10,947 -85%
DK
1353
Darrell & King
Virginia
$225K – – –
ECM
1354
Evergreen Capital Management
Washington
$225K +$5.55K +60 +3%
BST
1355
Bath Savings Trust
Maine
$225K +$227K +2,459 New
RWA
1356
Redhawk Wealth Advisors
Minnesota
$225K +$228K +2,461 New
BFS
1357
Bickling Financial Services
Massachusetts
$225K +$228K +2,462 New
BWM
1358
BCGM Wealth Management
Indiana
$224K +$230K +2,491 New
SCI
1359
S&CO Inc
Massachusetts
$223K – – –
CCP
1360
Cassia Capital Partners
North Carolina
$223K +$225K +2,432 New
GWM
1361
Gray Wealth Management
Maine
$223K +$226K +2,439 New
DPIM
1362
Duff & Phelps Investment Management
Illinois
$222K +$4.63K +50 +2%
RWI
1363
Red Wave Investments
Pennsylvania
$222K +$224K +2,420 New
CCM
1364
Coldstream Capital Management
Washington
$221K +$223K +2,413 New
GG
1365
Gleason Group
Kentucky
$219K +$2.31K +25 +1%
EIM
1366
Essex Investment Management
Massachusetts
$218K – – –
WAAG
1367
Wealth Alliance Advisory Group
Kansas
$218K +$1.39K +15 +0.6%
SA
1368
Shilanski & Associates
Alaska
$217K -$10.6K -115 -5%
BP
1369
Ballentine Partners
Massachusetts
$217K +$8.14K +88 +4%
FC
1370
FCA Corp
Texas
$216K – – –
BWM
1371
BCS Wealth Management
Tennessee
$216K +$218K +2,355 New
AA
1372
Advisory Alpha
Michigan
$215K -$3.79K -41 -2%
FWM
1373
Foresight Wealth Management
Utah
$215K – – –
GAG
1374
GM Advisory Group
New York
$215K – – –
LRPA
1375
L. Roy Papp & Associates
Arizona
$213K -$48.7K -527 -18%
53 54
55
56 57