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Duke Energy

DUK

Market cap $95.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1501	CA 1501 CapWealth Advisors Franklin, Tennessee	$245K	-$43.1K	-415	-16%
1502	CCC 1502 Chelsea Counsel Company Los Angeles, California	$245K	–	–	–
1503	LWP 1503 Lumature Wealth Partners Alpharetta, Georgia	$245K	–	–	–
1504	VBCG 1504 Valley Brook Capital Group Venetia, Pennsylvania	$245K	–	–	–
1505	MKC 1505 M. Kraus & Co Shelburne, Vermont	$245K	+$1.77K	+17	+0.8%
1506	AAS 1506 Annex Advisory Services Brookfield, Wisconsin	$245K	+$2.8K	+27	+1%
1507	PWM 1507 Provident Wealth Management Brentwood, Tennessee	$245K	+$4.15K	+40	+2%
1508	CFAM 1508 Center For Asset Management Palm Beach Gardens, Florida	$244K	+$29.2K	+281	+15%
1509	BCCM 1509 Bridge Creek Capital Management West Barnstable, Massachusetts	$243K	-$13.7K	-132	-6%
1510	EIA 1510 Edgemoor Investment Advisors Bethesda, Maryland	$243K	+$226K	+2,174	New
1511	IFAM 1511 Institutional & Family Asset Management Fort Collins, Colorado	$242K	–	–	–
1512	RWA 1512 Redmont Wealth Advisors Chicago, Illinois	$242K	–	–	–
1513	MCM 1513 MV Capital Management Bethesda, Maryland	$242K	+$5.09K	+49	+2%
1514	PFO 1514 Pathstone Family Office Englewood, New Jersey	$240K	-$86.9K	-837	-28%
1515	RCG 1515 Rock Creek Group Washington, District of Columbia	$240K	+$82.2K	+791	+58%
1516	WC 1516 Westhampton Capital Winston-Salem, North Carolina	$239K	+$223K	+2,144	New
1517	CCP 1517 Cassia Capital Partners Winston Salem, North Carolina	$238K	+$221K	+2,129	New
1518	AWG 1518 Altus Wealth Group Colorado Springs, Colorado	$238K	+$222K	+2,133	New
1519	BWM 1519 Blossom Wealth Management San Ramon, Ca, California	$238K	+$222K	+2,133	New
1520	PCG 1520 Private Capital Group West Hartford, Connecticut	$237K	-$8.21K	-79	-4%
1521	GPA 1521 Guerra Pan Advisors Montclair, New Jersey	$237K	+$10.4K	+100	+5%
1522	BBW 1522 Blue Barn Wealth Orem, Utah	$236K	-$935	-9	-0.4%
1523	CI 1523 Carroll Investors Mt Pleasant, South Carolina	$235K	–	–	–
1524	HWA 1524 Heartwood Wealth Advisors Richmond, Virginia	$235K	+$218K	+2,102	New
1525	CWG 1525 Crown Wealth Group Charlotte, North Carolina	$235K	+$219K	+2,108	New

Duke Energy DUK Market cap $95.1B

Duke Energy

DUK

Market cap $95.1B