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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1526
AmeriFlex Group
Nevada
$484K +$5.8K +46 +1%
TWM
1527
Trueblood Wealth Management
Ohio
$483K +$3.28K +26 +0.7%
MWM
1528
Mindset Wealth Management
Indiana
$482K +$17K +135 +4%
CCC
1529
Chelsea Counsel Company
California
$481K – – –
OCG
1530
Opus Capital Group
Ohio
$481K +$9.71K +77 +2%
GM
1531
GeoWealth Management
Illinois
$480K -$60.2K -477 -11%
VIPI
1532
Vista Investment Partners II
Indiana
$480K -$13K -103 -3%
WDA
1533
Wendell David Associates
New Hampshire
$480K – – –
GAMC
1534
Garner Asset Management Corp
Texas
$480K +$28K +222 +6%
WKWM
1535
Walter & Keenan Wealth Management
Indiana
$478K +$19.7K +156 +4%
MCM
1536
McDonough Capital Management
Florida
$476K +$10.5K +83 +2%
SPF
1537
South Plains Financial
Texas
$474K – – –
LSPW
1538
Lake Street Private Wealth
Illinois
$473K – – –
OS
1539
Objectivity Squared
South Carolina
$471K -$1.01K -8 -0.2%
SFPG
1540
Stonebridge Financial Planning Group
Florida
$471K -$1.26K -10 -0.3%
LIA
1541
LifePlan Investment Advisors
North Carolina
$470K +$149K +1,180 +47%
W
1542
Wealthquest
Ohio
$469K +$24.5K +194 +6%
FWTB
1543
First Western Trust Bank
Colorado
$468K +$7.57K +60 +2%
SWM
1544
Salvus Wealth Management
New Jersey
$467K +$61.8K +490 +15%
RC
1545
Resolute Capital
South Carolina
$467K +$76.6K +607 +20%
SA
1546
Sovran Advisors
California
$466K +$80.6K +639 +22%
BC
1547
Broadwater Capital
Massachusetts
$464K – – –
CS
1548
Cannell & Spears
New York
$463K +$23.3K +185 +5%
RCA
1549
Resonant Capital Advisors
Wisconsin
$463K -$15.4K -122 -3%
SLG
1550
Stanley-Laman Group
Pennsylvania
$463K +$462K +3,660 New
60 61
62
63 64