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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1426
Calamos Wealth Management
Illinois
$482K -$137K -1,121 -21%
NF
1427
Nikulski Financial
Iowa
$481K +$501K +4,104 New
WP
1428
Westmount Partners
California
$481K +$8.06K +66 +2%
JE
1429
JMAC Enterprises
Pennsylvania
$481K +$501K +4,100 New
FAL
1430
Focused Alpha LLC
Colorado
$478K +$498K +4,080 New
MCG
1431
McCollum Christoferson Group
New York
$478K – – –
FWP
1432
Firethorn Wealth Partners
Georgia
$477K +$2.56K +21 +0.5%
DE
1433
Diversified Enterprises
Delaware
$477K +$201K +1,649 +68%
QWP
1434
Quotient Wealth Partners
Texas
$477K +$28.7K +235 +6%
TWM
1435
Trueblood Wealth Management
Ohio
$477K -$18.9K -155 -4%
RMDI
1436
R.M. Davis Inc
Maine
$476K +$82.4K +675 +20%
KIA
1437
Knollwood Investment Advisory
Maryland
$475K – – –
PWMG
1438
Pinnacle Wealth Management Group
Michigan
$474K – – –
GM
1439
GeoWealth Management
Illinois
$473K -$78.8K -645 -14%
AFG
1440
Allegheny Financial Group
Pennsylvania
$472K -$23K -188 -4%
PFA
1441
Peak Financial Advisors
Colorado
$471K +$4.64K +38 +1%
FHA
1442
Flagship Harbor Advisors
Massachusetts
$471K -$74.1K -607 -13%
PP
1443
PDS Planning
Ohio
$469K -$19K -156 -4%
WFA
1444
Websterrogers Financial Advisors
South Carolina
$468K +$487K +3,989 New
AIP
1445
Almanack Investment Partners
Pennsylvania
$467K +$9.89K +81 +2%
LWA
1446
Lantern Wealth Advisors
New York
$464K +$4.76K +39 +1%
FEM
1447
Fulcrum Equity Management
Texas
$463K +$3.42K +28 +0.7%
CG
1448
Corundum Group
Colorado
$462K -$696K -5,701 -59%
FBC
1449
Fairfield, Bush & Co
Connecticut
$462K -$21.4K -175 -4%
FH
1450
FWG Holdings
Florida
$460K +$7.69K +63 +2%
56 57
58
59 60