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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OS
1476
Objectivity Squared
South Carolina
$437K +$244 +2 +0.1%
LOWM
1477
Laurel Oak Wealth Management
New Jersey
$436K +$454K +3,721 New
OCG
1478
Opus Capital Group
Ohio
$436K -$6.11K -50 -1%
SAM
1479
Secure Asset Management
Michigan
$434K +$30.3K +248 +7%
TSS
1480
Two Sigma Securities
New York
$433K -$226K -1,849 -33%
TIA
1481
Traphagen Investment Advisors
New Jersey
$432K -$122K -1,001 -21%
AWP
1482
Atlas Wealth Partners
Pennsylvania
$432K +$33.6K +275 +8%
GWM
1483
GSB Wealth Management
Connecticut
$431K -$162K -1,329 -27%
GPW
1484
Genesis Private Wealth
Virginia
$431K +$2.69K +22 +0.6%
SSA
1485
Schonfeld Strategic Advisors
New York
$431K +$150K +1,230 +50%
WA
1486
Waddell & Associates
Tennessee
$431K -$41.8K -342 -9%
WPC
1487
White Pine Capital
Minnesota
$430K +$130K +1,065 +41%
W
1488
Wealthquest
Ohio
$430K +$448K +3,667 New
BC
1489
Broadwater Capital
Massachusetts
$430K – – –
AIS
1490
AM Investment Strategies
Tennessee
$429K +$855 +7 +0.2%
EC
1491
EntryPoint Capital
New York
$429K +$447K +3,660 New
WIS
1492
Wright Investors Service
Connecticut
$429K -$13.7K -112 -3%
NCM
1493
NCM Capital Management
New Jersey
$429K -$21.2K -174 -5%
SSG
1494
Summit Securities Group
New York
$429K -$340K -2,785 -43%
BOH
1495
Bank of Hawaii
Hawaii
$427K -$94.1K -771 -17%
XWM
1496
Xcel Wealth Management
Florida
$426K -$1.22K -10 -0.3%
BFIM
1497
Beese Fulmer Investment Management
Ohio
$426K -$98.9K -810 -18%
BWM
1498
Birchcreek Wealth Management
Ohio
$426K – – –
MFWP
1499
Mosaic Family Wealth Partners
Missouri
$426K -$244 -2 -0.1%
EWM
1500
Elite Wealth Management
Washington
$424K +$441K +3,615 New
58 59
60
61 62