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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1501
Onyx Bridge Wealth Group
New York
$263K -$85.5K -901 -25%
CPSC
1502
Carl P. Sherr & Co
Massachusetts
$263K – – –
AW
1503
Alaethes Wealth
Nevada
$263K – – –
LAM
1504
L2 Asset Management
Massachusetts
$262K +$20.9K +220 +9%
VCP
1505
Verus Capital Partners
Arizona
$261K -$1.52K -16 -0.6%
KIA
1506
Kraematon Investment Advisors
Massachusetts
$261K -$2.56K -27 -1%
NAMNJ
1507
NorthStar Asset Management (New Jersey)
New Jersey
$260K +$13.1K +138 +5%
PRC
1508
Pearl River Capital
Michigan
$259K +$254K +2,681 New
ECML
1509
Eagle Capital Management (Louisiana)
Louisiana
$259K +$254K +2,673 New
RDFA
1510
Ritter Daniher Financial Advisory
Ohio
$258K +$285 +3 +0.1%
GCM
1511
Graham Capital Management
Connecticut
$257K -$21M -221,498 -99%
CWM
1512
CarsonAllaria Wealth Management
Illinois
$257K -$53K -559 -17%
SMH
1513
Sanders Morris Harris
Texas
$256K +$251K +2,650 New
TCMP
1514
Thrive Capital Management (Pennsylvania)
Pennsylvania
$256K -$209K -2,206 -45%
GHAM
1515
Gilman Hill Asset Management
Connecticut
$256K -$9.49K -100 -4%
SFO
1516
Stokes Family Office
Louisiana
$256K +$569 +6 +0.2%
OKSA
1517
O'Keefe Stevens Advisory
New York
$255K +$250K +2,640 New
BWM
1518
Baron Wealth Management
Michigan
$255K +$22.8K +240 +10%
BW
1519
BIP Wealth
Georgia
$254K -$74.9K -790 -23%
ECM
1520
Evergreen Capital Management
Washington
$254K +$34K +358 +16%
VF
1521
Vest Financial
Virginia
$254K +$249K +2,628 New
AWM
1522
Absher Wealth Management
North Carolina
$253K -$19.6K -207 -7%
PWM
1523
Partnership Wealth Management
Maryland
$253K – – –
LOAMS
1524
Lombard Odier Asset Management (Switzerland)
Switzerland
$253K +$248K +2,611 New
PIP
1525
Peachtree Investment Partners
Florida
$252K -$17.8K -188 -7%
59 60
61
62 63