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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1401
RWA Wealth Partners
Massachusetts
$271K +$10.4K +103 +4%
BA
1402
Bennicas & Associates
California
$270K – – –
CHP
1403
Cable Hill Partners
Oregon
$270K – – –
WE
1404
Wealth Effects
Massachusetts
$270K +$261K +2,570 New
BJL
1405
Brighton Jones LLC
Washington
$270K +$261K +2,575 New
CIA
1406
ClearBridge Investments (Australia)
Australia
$269K -$18.9K -186 -7%
CB
1407
Cadence Bank
Mississippi
$269K -$10.1K -100 -4%
VA
1408
Valmark Advisers
Ohio
$268K -$124K -1,219 -32%
EHWM
1409
Eads & Heald Wealth Management
Georgia
$268K +$12.7K +125 +5%
BOTW
1410
Bank of the West
California
$267K -$10.1K -100 -4%
ACP
1411
Aveo Capital Partners
Colorado
$267K +$6.39K +63 +3%
BEAM
1412
Baker Ellis Asset Management
Washington
$266K – – –
SFO
1413
Stokes Family Office
Louisiana
$265K +$4.76K +47 +2%
NFG
1414
Nations Financial Group
Iowa
$265K +$34.7K +342 +16%
VWM
1415
Venturi Wealth Management
Texas
$265K +$256K +2,527 New
VCAM
1416
Van Cleef Asset Management
Ohio
$264K -$12.7K -125 -5%
CBFP
1417
Cedar Brook Financial Partners
Ohio
$264K +$2.53K +25 +1%
BCMO
1418
Buckingham Capital Management (Ohio)
Ohio
$263K – – –
V
1419
VeraBank
Texas
$262K -$5.58K -55 -2%
BCM
1420
Boltwood Capital Management
California
$262K – – –
SJL
1421
Shayne & Jacobs LLC
Tennessee
$262K – – –
BFS
1422
Bickling Financial Services
Massachusetts
$262K +$912 +9 +0.4%
W
1423
Wealthquest
Ohio
$262K +$254K +2,505 New
BBL
1424
Beck Bode LLC
Massachusetts
$261K -$1.01K -10 -0.4%
TA
1425
Tiedemann Advisors
New York
$261K -$101 -1 -0%
55 56
57
58 59