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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1501
West Michigan Advisors
Michigan
$234K +$1.92K +20 +0.9%
CWM
1502
Chesapeake Wealth Management
Virginia
$233K -$2.88K -30 -1%
WC
1503
Westhampton Capital
North Carolina
$233K +$217K +2,261 New
PWM
1504
Provident Wealth Management
Tennessee
$232K +$5.38K +56 +3%
TI
1505
tru Independence
Oregon
$232K -$18.3K -191 -8%
AWS
1506
Arkfeld Wealth Strategies
Nebraska
$231K +$211K +2,194 New
OPCM
1507
Osborne Partners Capital Management
California
$231K -$71.1K -741 -25%
BCM
1508
Boltwood Capital Management
California
$231K -$2.4K -25 -1%
RIM
1509
Regent Investment Management
Kentucky
$230K +$3.74K +39 +2%
BDF
1510
Black Diamond Financial
Maryland
$230K – – –
CRIG
1511
Charter Research & Investment Group
Connecticut
$229K – – –
MPCG
1512
Matrix Private Capital Group
New York
$229K -$5.38K -56 -2%
CA
1513
Cornerstone Advisors
North Carolina
$227K -$3.36M -35,000 -94%
CAM
1514
Cubic Asset Management
Massachusetts
$227K – – –
CGFA
1515
Colton Groome Financial Advisors
North Carolina
$226K -$25.5K -266 -11%
CTI
1516
Community Trust & Investment
Kentucky
$226K -$103K -1,075 -33%
BSB
1517
Bangor Savings Bank
Maine
$226K -$18.1K -189 -8%
LWP
1518
Lumature Wealth Partners
Georgia
$226K – – –
CAWM
1519
Capital Advisors Wealth Management
Washington
$226K +$210K +2,190 New
COCM
1520
Charter Oak Capital Management
New Hampshire
$225K – – –
RWI
1521
Red Wave Investments
Pennsylvania
$225K -$141K -1,469 -40%
JTWM
1522
Jackson Thornton Wealth Management
Alabama
$224K +$209K +2,179 New
RWA
1523
Redmont Wealth Advisors
Illinois
$223K – – –
IFAM
1524
Institutional & Family Asset Management
Colorado
$223K – – –
RFN
1525
Redwood Financial Network
Ohio
$223K +$208K +2,166 New
59 60
61
62 63