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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1401
Bangor Savings Bank
Maine
$228K -$7.03K -70 -3%
MKC
1402
M. Kraus & Co
Vermont
$228K -$1.91K -19 -0.8%
CWP
1403
CFM Wealth Partners
Texas
$226K – – –
CWM
1404
Chesapeake Wealth Management
Virginia
$226K – – –
TIA
1405
Tandem Investment Advisors
South Carolina
$226K +$230K +2,294 New
RCA
1406
Ranch Capital Advisors
Florida
$225K – – –
MFS
1407
Mirabella Financial Services
United Kingdom
$224K -$46.8K -466 -17%
SN
1408
Sittner & Nelson
Oregon
$224K +$50.2K +500 +28%
WQ
1409
Wealth Quarterback
New Jersey
$224K +$228K +2,265 New
AHC
1410
Adell Harriman & Carpenter
Texas
$224K +$228K +2,266 New
NL
1411
NWAM LLC
Washington
$223K -$98.8K -983 -30%
TCM
1412
Tradewinds Capital Management
Washington
$223K +$53.3K +531 +31%
AWS
1413
Arkfeld Wealth Strategies
Nebraska
$221K +$502 +5 +0.2%
MC
1414
Middleton & Co
Massachusetts
$219K -$26.1K -260 -10%
FAIM
1415
Financial Advocates Investment Management
Washington
$218K -$2.32M -23,138 -91%
CAAS
1416
Capital Asset Advisory Services
Michigan
$218K -$176K -1,749 -44%
TH
1417
TCTC Holdings
Texas
$218K -$3.31K -33 -1%
MPCG
1418
Matrix Private Capital Group
New York
$218K – – –
PWM
1419
Provident Wealth Management
Tennessee
$218K – – –
CAM
1420
Cubic Asset Management
Massachusetts
$217K – – –
LRPA
1421
L. Roy Papp & Associates
Arizona
$217K – – –
LWP
1422
Lumature Wealth Partners
Georgia
$217K – – –
VBCG
1423
Valley Brook Capital Group
Pennsylvania
$217K +$20.1K +200 +10%
HWM
1424
HFR Wealth Management
New York
$216K +$220K +2,189 New
WTB
1425
Washington Trust Bank
Washington
$215K -$7.94K -79 -3%
55 56
57
58 59