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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1501
Boltwood Capital Management
California
$211K – – –
WMA
1502
West Michigan Advisors
Michigan
$210K – – –
WWA
1503
WCG Wealth Advisors
Nevada
$208K +$3.54K +33 +2%
C
1504
Certuity
Florida
$208K +$26.3K +245 +12%
FFA
1505
First Foundation Advisors
California
$207K -$57.1K -532 -19%
CRIG
1506
Charter Research & Investment Group
Connecticut
$207K -$10.7K -100 -4%
BDF
1507
Black Diamond Financial
Maryland
$207K – – –
TCOO
1508
Trust Company of Oklahoma
Oklahoma
$207K – – –
CCFM
1509
Clear Creek Financial Management
Washington
$206K -$3.22K -30 -1%
TPWA
1510
TRUE Private Wealth Advisors
Oregon
$205K -$859 -8 -0.4%
CBT
1511
Central Bank & Trust
Kentucky
$205K – – –
CAM
1512
Cubic Asset Management
Massachusetts
$205K – – –
COCM
1513
Charter Oak Capital Management
New Hampshire
$204K -$50.9K -474 -18%
RIM
1514
Regent Investment Management
Kentucky
$204K -$4.19K -39 -2%
CWP
1515
CFM Wealth Partners
Texas
$204K – – –
LWP
1516
Lumature Wealth Partners
Georgia
$204K – – –
SIMG
1517
Sonora Investment Management Group
Arizona
$204K – – –
PWM
1518
Provident Wealth Management
Tennessee
$204K +$107 +1 +0%
BBW
1519
Blue Barn Wealth
Utah
$204K +$8.05K +75 +4%
PP
1520
PDS Planning
Ohio
$203K +$15.3K +142 +7%
WAS
1521
Wealth Advisory Solutions
Indiana
$202K -$129K -1,201 -36%
IFAM
1522
Institutional & Family Asset Management
Colorado
$202K – – –
RWA
1523
Redmont Wealth Advisors
Illinois
$202K – – –
CTB
1524
Country Trust Bank
Illinois
$196K -$11.1K -103 -5%
CCA
1525
Column Capital Advisors
Indiana
$196K +$2.25K +21 +1%
59 60
61
62 63