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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
1526
Bank of Marin
California
$208K – – –
GA
1527
Greytown Advisors
Florida
$208K +$92 +1 +0%
WE
1528
Wealth Effects
Massachusetts
$204K -$29.8K -325 -12%
AC
1529
Apella Capital
Connecticut
$204K +$1.83K +20 +0.9%
BCCM
1530
Bridge Creek Capital Management
Massachusetts
$204K – – –
IP
1531
Ignite Planners
California
$204K -$2.11K -23 -1%
RWI
1532
Red Wave Investments
Pennsylvania
$203K -$3.67K -40 -2%
CAL
1533
Capital Analysts LLC
Pennsylvania
$203K -$241K -2,624 -53%
KBFS
1534
Kohmann Bosshard Financial Services
Ohio
$203K – – –
RPWA
1535
Regent Peak Wealth Advisors
Georgia
$203K +$211K +2,296 New
UAS
1536
United Asset Strategies
New York
$202K – – –
EIM
1537
Essex Investment Management
Massachusetts
$202K – – –
AC
1538
Allstate Corporation
Illinois
$201K – – –
LCM
1539
Lazari Capital Management
California
$201K +$2.02K +22 +1%
TA
1540
TrueWealth Advisors
Alabama
$200K -$458 -5 -0.2%
LFG
1541
Larson Financial Group
Missouri
$196K +$60.3K +658 +42%
CBT
1542
Central Bank & Trust
Kentucky
$194K – – –
TWM
1543
Tradition Wealth Management
Minnesota
$194K +$2.11K +23 +1%
IFAM
1544
Institutional & Family Asset Management
Colorado
$191K – – –
CBT
1545
CoreFirst Bank & Trust
Kansas
$191K -$20.6K -225 -9%
USB
1546
Union Savings Bank
Connecticut
$190K – – –
BSB
1547
Bangor Savings Bank
Maine
$188K -$2.11K -23 -1%
CT
1548
Cambridge Trust
Massachusetts
$188K -$71.4K -779 -27%
PB
1549
Pinnacle Bancorp
Nebraska
$187K +$36.7K +400 +23%
LC
1550
Lindbrook Capital
California
$186K +$49.7K +542 +35%
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