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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1501
Commonwealth Financial Services
West Virginia
$403K -$4.1K -36 -1%
MWM
1502
Mindset Wealth Management
Indiana
$403K +$114K +1,000 +43%
CAAS
1503
Capital Asset Advisory Services
Michigan
$402K -$52.1K -457 -12%
CIA
1504
Cladis Investment Advisory
Montana
$401K -$114 -1 -0%
SIA
1505
Soltis Investment Advisors
Utah
$400K -$5.81K -51 -2%
BFM
1506
Boothbay Fund Management
New York
$400K +$374K +3,278 New
CCA
1507
Childress Capital Advisors
Texas
$399K +$22K +193 +6%
DSC
1508
Duncker Streett & Co
Missouri
$398K – – –
APWA
1509
Atlas Private Wealth Advisors
New Jersey
$398K -$117K -1,030 -24%
MAM
1510
MWA Asset Management
Massachusetts
$398K – – –
CIM
1511
CIM Investment Management
Pennsylvania
$398K -$342 -3 -0.1%
HFP
1512
Holistic Financial Partners
Indiana
$397K +$371K +3,253 New
CL
1513
CVFG LLC
Indiana
$396K +$21.2K +186 +6%
LIA
1514
LBMC Investment Advisors
Tennessee
$395K +$114 +1 +0%
LC
1515
Lindbrook Capital
California
$395K +$4.56K +40 +1%
PHWM
1516
Pine Harbor Wealth Management
Maryland
$395K +$228 +2 +0.1%
TFO
1517
Timonier Family Office
North Carolina
$395K -$15.6K -137 -4%
CST
1518
Charles Schwab Trust
Nevada
$391K +$22.8K +200 +7%
BWA
1519
Bestgate Wealth Advisors
Maryland
$390K -$2.62K -23 -0.7%
AWM
1520
Avior Wealth Management
Nebraska
$390K -$396K -3,476 -52%
BC
1521
Burney Company
Virginia
$389K -$22.2K -195 -6%
NSIM
1522
North Star Investment Management
Illinois
$388K – – –
DJSG
1523
D.J. St. Germain
Massachusetts
$388K -$164K -1,438 -31%
BBNB
1524
Baker Boyer National Bank
Washington
$388K – – –
LOIP
1525
Live Oak Investment Partners
Texas
$388K +$362K +3,178 New
59 60
61
62 63