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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
YP
1501
YANKCOM Partnership
South Dakota
$405K +$2.48K +21 +0.6%
ASC
1502
Atalanta Sosnoff Capital
New York
$404K +$14.8K +125 +4%
MCM
1503
Mainstay Capital Management
Michigan
$403K +$184K +1,558 +84%
RZH
1504
Relyea Zuckerberg Hanson
Connecticut
$403K +$69.7K +591 +21%
UCI
1505
Uncommon Cents Investing
Wisconsin
$402K +$51.8K +439 +15%
AL
1506
Aspiriant LLC
California
$402K -$48.9K -414 -11%
WTG
1507
West Tower Group
Virginia
$401K +$401K +3,400 New
SIA
1508
Soltis Investment Advisors
Utah
$401K +$13.8K +117 +4%
OFS
1509
OMC Financial Services
New York
$399K +$354 +3 +0.1%
CFS
1510
CRA Financial Services
New Jersey
$398K +$1.89K +16 +0.5%
FCH
1511
Freestone Capital Holdings
Washington
$398K -$13.9K -118 -3%
MWA
1512
Muirfield Wealth Advisors
North Carolina
$397K +$4.84K +41 +1%
HFP
1513
Holistic Financial Partners
Indiana
$394K +$10.3K +87 +3%
FPW
1514
Fairvoy Private Wealth
Alabama
$394K -$472 -4 -0.1%
FBFS
1515
First Business Financial Services
Wisconsin
$394K +$2.6K +22 +0.7%
BIA
1516
Beacon Investment Advisors
Maryland
$394K +$7.32K +62 +2%
MWP
1517
Meriwether Wealth & Planning
Louisiana
$393K -$50.7K -430 -11%
LA
1518
Latitude Advisors
Florida
$393K – – –
WEG
1519
World Equity Group
Illinois
$392K -$58.8K -498 -13%
AWM
1520
Adams Wealth Management
Utah
$392K +$392K +3,323 New
CI
1521
CacheTech Inc
Utah
$392K +$392K +3,323 New
GCP
1522
GSA Capital Partners
United Kingdom
$392K -$842K -7,136 -68%
AWM
1523
Avior Wealth Management
Nebraska
$391K +$14.5K +123 +4%
OWA
1524
Opal Wealth Advisors
New York
$390K +$86.1K +730 +28%
VAS
1525
Vestmark Advisory Solutions
Massachusetts
$390K -$578K -4,896 -60%
59 60
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62 63