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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1501
Walter & Keenan Wealth Management
Indiana
$288K +$287K +2,873 New
BCMO
1502
Buckingham Capital Management (Ohio)
Ohio
$288K – – –
BCG
1503
Breakwater Capital Group
New Jersey
$287K -$4.9K -49 -2%
NW
1504
NewEdge Wealth
Pennsylvania
$287K -$57.3K -573 -17%
SFO
1505
Stokes Family Office
Louisiana
$286K +$21.1K +211 +8%
OHWA
1506
Oak Hill Wealth Advisors
Virginia
$285K +$284K +2,839 New
MA
1507
MJP Associates
Connecticut
$284K -$21.9K -219 -7%
EWM
1508
Elmwood Wealth Management
California
$282K -$2.5K -25 -0.9%
QWP
1509
Quotient Wealth Partners
Texas
$282K +$34.4K +344 +14%
ATS
1510
Ashton Thomas Securities
New York
$281K +$364K +3,640 New
AWE
1511
Avidian Wealth Enterprises
Texas
$281K +$51.5K +515 +23%
MSFS
1512
Main Street Financial Solutions
Pennsylvania
$280K +$42K +420 +18%
FC
1513
FCA Corp
Texas
$280K – – –
MSFP
1514
Mark Sheptoff Financial Planning
Connecticut
$279K – – –
WP
1515
WMS Partners
Maryland
$279K +$279K +2,785 New
CNBTD
1516
Citizens National Bank Trust Department
Mississippi
$279K +$20.5K +205 +8%
DAS
1517
Diversify Advisory Services
Utah
$278K -$97.8K -978 -26%
BIA
1518
Beacon Investment Advisors
Maryland
$278K -$1.8K -18 -0.6%
VCP
1519
Verus Capital Partners
Arizona
$277K +$6K +60 +2%
FFWA
1520
FRG Family Wealth Advisors
Washington
$277K – – –
BWM
1521
Blossom Wealth Management
California
$277K -$3.5K -35 -1%
SAW
1522
Signal Advisors Wealth
Michigan
$276K +$276K +2,758 New
SCA
1523
Stokes Capital Advisors
South Carolina
$276K -$48.2K -482 -15%
BW
1524
BIP Wealth
Georgia
$276K +$12K +120 +5%
VCAM
1525
Van Cleef Asset Management
Ohio
$276K – – –
59 60
61
62 63