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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
1501
Fulcrum Equity Management
Texas
$506K +$3.28K +26 +0.7%
SWA
1502
Sax Wealth Advisors
New Jersey
$506K +$49.1K +389 +11%
APIM
1503
Agate Pass Investment Management
Washington
$505K -$22.1K -175 -4%
UCI
1504
Uncommon Cents Investing
Wisconsin
$503K +$25.2K +200 +5%
EA
1505
Everpar Advisors
Oklahoma
$502K +$81K +642 +19%
PAMG
1506
Patton Albertson Miller Group
Tennessee
$502K -$80.6K -639 -14%
WFA
1507
Websterrogers Financial Advisors
South Carolina
$502K – – –
LWA
1508
Lantern Wealth Advisors
New York
$501K – – –
AWP
1509
Atlas Wealth Partners
Pennsylvania
$501K -$3.15K -25 -0.6%
JBI
1510
John Boyer Inc
Florida
$500K +$4.42K +35 +0.9%
FG
1511
Foster Group
Iowa
$500K +$50.6K +401 +11%
DJSG
1512
D.J. St. Germain
Massachusetts
$499K -$21.3K -169 -4%
PP
1513
Patron Partners
Texas
$498K +$199K +1,581 +67%
FBC
1514
Fairfield, Bush & Co
Connecticut
$497K -$12.6K -100 -2%
LWM
1515
LeConte Wealth Management
Tennessee
$496K +$14.1K +112 +3%
FNT
1516
First Nebraska Trust
Nebraska
$496K +$11.6K +92 +2%
SP
1517
SmartHarvest Portfolios
Washington
$496K +$32.9K +261 +7%
TIA
1518
Traphagen Investment Advisors
New Jersey
$496K +$28.5K +226 +6%
LI
1519
Lafayette Investments
Maryland
$495K – – –
OWA
1520
Octavia Wealth Advisors
Ohio
$495K -$196K -1,555 -28%
CGH
1521
CMG Global Holdings
Texas
$495K -$6.31K -50 -1%
SN
1522
Sittner & Nelson
Oregon
$492K +$106K +839 +28%
CWM
1523
Connecticut Wealth Management
Connecticut
$492K – – –
MMA
1524
Miracle Mile Advisors
California
$492K +$47.7K +378 +11%
FBB
1525
Fulton Breakefield Broenniman
Maryland
$492K – – –
59 60
61
62 63