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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1526
Bestgate Wealth Advisors
Maryland
$390K – – –
CFS
1527
Commonwealth Financial Services
West Virginia
$390K +$472 +4 +0.1%
ADL
1528
Asset Dedication LLC
California
$390K +$226K +1,912 +137%
CIA
1529
Cladis Investment Advisory
Montana
$388K – – –
MFWP
1530
Mosaic Family Wealth Partners
Missouri
$387K -$25.4K -215 -6%
DSC
1531
Duncker Streett & Co
Missouri
$385K – – –
SIC
1532
Sterling Investment Counsel
New York
$385K -$34.3K -291 -8%
MAM
1533
MWA Asset Management
Massachusetts
$384K -$826 -7 -0.2%
LIA
1534
LBMC Investment Advisors
Tennessee
$383K +$118 +1 +0%
AWM
1535
Accel Wealth Management
Iowa
$383K +$52.5K +445 +16%
PHWM
1536
Pine Harbor Wealth Management
Maryland
$382K +$236 +2 +0.1%
TFO
1537
Timonier Family Office
North Carolina
$382K +$236 +2 +0.1%
VA
1538
VestGen Advisors
Illinois
$381K +$82.1K +696 +27%
WBWA
1539
William B. Walkup & Associates
South Carolina
$381K -$13.6K -115 -3%
WKWM
1540
Walter & Keenan Wealth Management
Indiana
$380K +$15.1K +128 +4%
SPWG
1541
Syntegra Private Wealth Group
Missouri
$380K +$83.4K +707 +28%
CL
1542
CVFG LLC
Indiana
$379K -$4.01K -34 -1%
SWM
1543
Shepherd Wealth Management
Ohio
$378K +$355K +3,011 New
BWM
1544
Baron Wealth Management
Michigan
$377K +$10.9K +92 +3%
BC
1545
Burney Company
Virginia
$377K – – –
NSIM
1546
North Star Investment Management
Illinois
$376K +$944 +8 +0.3%
MA
1547
MKT Advisors
California
$376K +$2.36K +20 +0.6%
BBNB
1548
Baker Boyer National Bank
Washington
$375K – – –
BSSFA
1549
Baron Silver Stevens Financial Advisors
Florida
$375K +$26.8K +227 +8%
SAM
1550
Summit Asset Management
Tennessee
$375K +$2.36K +20 +0.6%
60 61
62
63 64