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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1476
LexAurum Advisors
Kansas
$237K – – –
WAM
1477
Weatherly Asset Management
California
$237K -$37.9K -384 -14%
FFA
1478
First Foundation Advisors
California
$237K -$4.94K -50 -2%
VWM
1479
Valley Wealth Managers
New Jersey
$237K -$8K -81 -3%
ACM
1480
Altrius Capital Management
North Carolina
$236K -$36K -364 -13%
FFWA
1481
FRG Family Wealth Advisors
Washington
$236K – – –
BWM
1482
Blossom Wealth Management
California
$236K +$34.3K +347 +17%
DAC
1483
Dividend Assets Capital
South Carolina
$236K – – –
GAM
1484
Griffin Asset Management
New York
$235K +$1.28K +13 +0.5%
SWP
1485
Semus Wealth Partners
Florida
$235K +$4.84K +49 +2%
ITIM
1486
Indiana Trust & Investment Management
Indiana
$235K -$43K -435 -15%
SCI
1487
S&CO Inc
Massachusetts
$235K – – –
RWA
1488
Redhawk Wealth Advisors
Minnesota
$235K +$12.3K +124 +5%
CCFM
1489
Clear Creek Financial Management
Washington
$234K +$240K +2,430 New
BIM
1490
Bridges Investment Management
Nebraska
$234K – – –
AFGAS
1491
Allegiance Financial Group Advisory Services
Virginia
$234K – – –
TA
1492
TrueWealth Advisors
Alabama
$233K +$99 +1 +0%
RCWM
1493
Royal Capital Wealth Management
Indiana
$233K – – –
LA
1494
Latitude Advisors
Florida
$233K -$51.5K -521 -18%
BOM
1495
Bank of Marin
California
$232K -$29.6K -300 -11%
BCM
1496
Boltwood Capital Management
California
$232K +$15.8K +160 +7%
HS
1497
Horan Securities
United States
$231K -$21.3K -216 -8%
MA
1498
Mezzasalma Advisors
New Jersey
$231K -$3.95K -40 -2%
WFI
1499
West Family Investments
California
$230K -$373K -3,773 -61%
RC
1500
Roundview Capital
New Jersey
$229K -$12.4K -126 -5%
58 59
60
61 62