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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1501
Leonteq Securities AG
Switzerland
$370K +$322K +2,840 +480%
FCFC
1502
First Citizens Financial Corp
Iowa
$369K – – –
API
1503
Asset Planning Inc
California
$369K +$388K +3,426 New
MA
1504
MJP Associates
Connecticut
$366K +$8.84K +78 +2%
SAI
1505
Savvy Advisors Inc
New York
$366K +$130K +1,149 +51%
BC
1506
Burney Company
Virginia
$365K – – –
C
1507
Certuity
Florida
$364K +$87.2K +770 +30%
OFS
1508
OMC Financial Services
New York
$364K +$793 +7 +0.2%
PP
1509
PDS Planning
Ohio
$364K +$14.4K +127 +4%
BFAG
1510
Blackston Financial Advisory Group
Florida
$364K -$59.5K -525 -13%
TFO
1511
Timonier Family Office
North Carolina
$363K +$382K +3,372 New
UF
1512
Univest Financial
Pennsylvania
$362K – – –
CFS
1513
CRA Financial Services
New Jersey
$362K +$22.7K +200 +6%
JWBC
1514
J.W. Burns & Co
New York
$362K +$31K +274 +9%
SWA
1515
Strategies Wealth Advisors
Michigan
$361K +$352K +3,106 New
MA
1516
MKT Advisors
California
$360K -$22.3K -197 -6%
WBWA
1517
William B. Walkup & Associates
South Carolina
$360K -$1.93K -17 -0.5%
CFS
1518
Commonwealth Financial Services
West Virginia
$360K +$23.3K +206 +7%
CT
1519
Clearstead Trust
Maine
$360K -$19.5K -172 -5%
SIA
1520
Soltis Investment Advisors
Utah
$359K -$38.2K -337 -9%
SLT
1521
St Louis Trust
Missouri
$359K – – –
FRA
1522
Front Row Advisors
California
$357K -$11.2K -99 -3%
CFA
1523
CWS Financial Advisors
Michigan
$356K -$73.6K -650 -16%
ECM
1524
Evergreen Capital Management
Washington
$356K +$25.7K +227 +7%
BMC
1525
Beaton Management Company
Massachusetts
$356K -$11.2K -99 -3%
59 60
61
62 63