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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
1526
Farmers & Merchants Trust Company
California
$213K – – –
NAG
1527
Northstar Advisory Group
New Jersey
$212K – – –
BOM
1528
Bank of Marin
California
$211K -$4.72K -50 -2%
GA
1529
Greytown Advisors
Florida
$211K +$189 +2 +0.1%
AWM
1530
Absher Wealth Management
North Carolina
$211K +$221K +2,346 New
RWI
1531
Red Wave Investments
Pennsylvania
$210K +$6.61K +70 +3%
RWA
1532
River Wealth Advisors
Pennsylvania
$210K -$23.5K -249 -10%
VWM
1533
Valley Wealth Managers
New Jersey
$209K -$11.2K -119 -5%
SHFA
1534
SC&H Financial Advisors
Maryland
$207K -$1.89K -20 -0.9%
BCCM
1535
Bridge Creek Capital Management
Massachusetts
$207K – – –
KBFS
1536
Kohmann Bosshard Financial Services
Ohio
$206K +$217K +2,296 New
AWM
1537
AAF Wealth Management
Massachusetts
$206K +$20.6K +218 +11%
AWS
1538
Arkfeld Wealth Strategies
Nebraska
$206K +$1.7K +18 +0.8%
UAS
1539
United Asset Strategies
New York
$206K – – –
EIM
1540
Essex Investment Management
Massachusetts
$206K – – –
AC
1541
Apella Capital
Connecticut
$206K +$216K +2,290 New
BRA
1542
Bender Robert & Associates
California
$206K -$24.4K -259 -10%
CA
1543
Calton & Associates
Florida
$205K -$75.6K -801 -26%
BSSFA
1544
Baron Silver Stevens Financial Advisors
Florida
$205K -$3.12K -33 -1%
WFMPM
1545
Woodley Farra Manion Portfolio Management
Indiana
$205K +$215K +2,279 New
TA
1546
TrueWealth Advisors
Alabama
$204K -$13.5K -143 -6%
OPCM
1547
Osborne Partners Capital Management
California
$204K -$18.5K -196 -8%
AC
1548
Allstate Corporation
Illinois
$204K -$7.08K -75 -3%
LFG
1549
Lockerman Financial Group
California
$204K +$94 +1 +0%
KI
1550
Kapitalo Investimentos
Brazil
$204K +$214K +2,269 New
60 61
62
63 64