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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1501
PDS Planning
Ohio
$261K -$64.8K -712 -21%
SP
1502
Stonebrook Private
Michigan
$261K +$244K +2,685 New
NG
1503
Norden Group
Utah
$259K +$8.64K +95 +4%
RDFA
1504
Ritter Daniher Financial Advisory
Ohio
$259K +$182 +2 +0.1%
SFO
1505
Stokes Family Office
Louisiana
$256K -$59.8K -657 -20%
TC
1506
Trilogy Capital
California
$256K +$12.3K +135 +5%
HWA
1507
HHM Wealth Advisors
Tennessee
$255K +$20.9K +230 +10%
CWM
1508
Congress Wealth Management
Massachusetts
$255K +$244K +2,685 New
WC
1509
Waterloo Capital
Texas
$254K +$239K +2,623 New
NL
1510
NWAM LLC
Washington
$253K -$2.46K -27 -1%
1IA
1511
1834 Investment Advisors
Wisconsin
$252K -$23.2K -255 -9%
FNT
1512
First Nebraska Trust
Nebraska
$252K – – –
NB
1513
Nicolet Bankshares
Wisconsin
$252K – – –
RPC
1514
Rossmore Private Capital
Connecticut
$251K – – –
PWM
1515
Partnership Wealth Management
Maryland
$250K +$238K +2,612 New
CNBTD
1516
Citizens National Bank Trust Department
Mississippi
$250K – – –
V
1517
VeraBank
Texas
$249K +$5.64K +62 +2%
MRCM
1518
M&R Capital Management
New Jersey
$248K +$6.91K +76 +3%
TFP
1519
Tilia Fiduciary Partners
North Carolina
$248K -$14.7K -162 -6%
BWCS
1520
Beirne Wealth Consulting Services
Connecticut
$248K +$4.91K +54 +2%
GD
1521
Grandfield & Dodd
New York
$248K – – –
SN
1522
Sittner & Nelson
Oregon
$248K – – –
NAMNJ
1523
NorthStar Asset Management (New Jersey)
New Jersey
$247K +$232K +2,549 New
VFPW
1524
Vantage Financial Partners (Wisconsin)
Wisconsin
$247K -$11.7K -129 -5%
ARC
1525
Advisor Resource Council
Texas
$246K +$230K +2,534 New
59 60
61
62 63