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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
1501
Stonebridge Financial Planning Group
Florida
$488K +$466K +3,728 New
LOWM
1502
Laurel Oak Wealth Management
New Jersey
$488K +$750 +6 +0.2%
OCG
1503
Opus Capital Group
Ohio
$488K – – –
OS
1504
Objectivity Squared
South Carolina
$488K +$250 +2 +0.1%
TIA
1505
Traphagen Investment Advisors
New Jersey
$483K +$250 +2 +0.1%
GWM
1506
GSB Wealth Management
Connecticut
$483K +$1.25K +10 +0.3%
LA
1507
LexAurum Advisors
Kansas
$482K +$460K +3,682 New
MCM
1508
McDonough Capital Management
Florida
$482K -$9K -72 -2%
WIS
1509
Wright Investors Service
Connecticut
$481K +$1.5K +12 +0.3%
MWM
1510
Mindset Wealth Management
Indiana
$481K +$12.5K +100 +3%
DCM
1511
DGS Capital Management
New Jersey
$480K +$7.38K +59 +2%
SP
1512
SmartHarvest Portfolios
Washington
$479K -$89.4K -715 -16%
HIIFS
1513
Harel Insurance Investments & Financial Services
Israel
$478K +$350K +2,800 +330%
BOPW
1514
Brandywine Oak Private Wealth
Pennsylvania
$478K +$4.88K +39 +1%
BAAM
1515
Baker Avenue Asset Management
California
$478K +$98.3K +786 +27%
AWM
1516
Absher Wealth Management
North Carolina
$478K +$10.1K +81 +2%
VCM
1517
Versant Capital Management
Arizona
$478K +$157K +1,259 +53%
FWTB
1518
First Western Trust Bank
Colorado
$477K +$108K +862 +31%
BWM
1519
Birchcreek Wealth Management
Ohio
$476K – – –
HDA
1520
Harold Davidson & Associates
California
$475K +$3.63K +29 +0.8%
WKWM
1521
Walter & Keenan Wealth Management
Indiana
$475K +$39.8K +318 +10%
AIM
1522
Advyzon Investment Management
Illinois
$474K +$224K +1,794 +98%
XWM
1523
Xcel Wealth Management
Florida
$473K -$3.38K -27 -0.7%
AHL
1524
Abel Hall LLC
Louisiana
$472K +$207K +1,659 +85%
AC
1525
Aldebaran Capital
Indiana
$471K – – –
59 60
61
62 63