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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1401
Mezzasalma Advisors
New Jersey
$279K – – –
BWCS
1402
Beirne Wealth Consulting Services
Connecticut
$279K +$770 +7 +0.3%
APA
1403
Astoria Portfolio Advisors
New York
$278K +$38.4K +349 +16%
CNBTD
1404
Citizens National Bank Trust Department
Mississippi
$277K – – –
W
1405
Wealthquest
Ohio
$277K +$9.24K +84 +3%
BCM
1406
Becker Capital Management
Oregon
$276K – – –
BA
1407
Bennicas & Associates
California
$276K – – –
WE
1408
Wealth Effects
Massachusetts
$276K +$110 +1 +0%
5L
1409
55I LLC
Massachusetts
$276K +$1.21K +11 +0.4%
RDFA
1410
Ritter Daniher Financial Advisory
Ohio
$275K -$23.8K -216 -8%
RCG
1411
Rock Creek Group
District of Columbia
$275K +$45.6K +415 +19%
CW
1412
Cook Wealth
North Carolina
$274K +$277K +2,515 New
GG
1413
Gleason Group
Kentucky
$271K +$2.75K +25 +1%
EWA
1414
EverSource Wealth Advisors
Alabama
$271K +$3.41K +31 +1%
MWM
1415
Mission Wealth Management
California
$270K -$27.7K -252 -9%
BFS
1416
Bickling Financial Services
Massachusetts
$270K +$990 +9 +0.4%
LAS
1417
LWM Advisory Services
Florida
$270K +$278K +2,528 New
SEP
1418
Southland Equity Partners
Missouri
$269K +$7.81K +71 +3%
KA
1419
Klingman & Associates
New York
$269K -$16.9K -154 -6%
V
1420
VeraBank
Texas
$269K – – –
CB
1421
Cadence Bank
Mississippi
$269K +$4.4K +40 +2%
KFA
1422
Krane Funds Advisors
New York
$269K +$276K +2,509 New
WA
1423
Waddell & Associates
Tennessee
$269K +$276K +2,511 New
BCMO
1424
Buckingham Capital Management (Ohio)
Ohio
$268K – – –
SJL
1425
Shayne & Jacobs LLC
Tennessee
$268K – – –
55 56
57
58 59