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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1526
Fiduciary Financial Group
California
$409K +$29K +239 +8%
BSSFA
1527
Baron Silver Stevens Financial Advisors
Florida
$409K +$15.7K +129 +4%
OWA
1528
Opal Wealth Advisors
New York
$408K -$1.7K -14 -0.4%
BS
1529
Banco Santander
Spain
$407K +$102K +841 +34%
CIA
1530
Cladis Investment Advisory
Montana
$407K – – –
MWA
1531
Muirfield Wealth Advisors
North Carolina
$405K -$11.2K -92 -3%
CFG
1532
Cooper Financial Group
California
$404K +$70.7K +583 +22%
MAM
1533
MWA Asset Management
Massachusetts
$403K – – –
FBFS
1534
First Business Financial Services
Wisconsin
$402K -$10.9K -90 -3%
CL
1535
CVFG LLC
Indiana
$401K +$3.03K +25 +0.8%
PHWM
1536
Pine Harbor Wealth Management
Maryland
$401K +$243 +2 +0.1%
TFO
1537
Timonier Family Office
North Carolina
$401K +$121 +1 +0%
LA
1538
Latitude Advisors
Florida
$399K -$12.1K -100 -3%
MWP
1539
Meriwether Wealth & Planning
Louisiana
$399K -$12.6K -104 -3%
LMKC
1540
L.M. Kohn & Company
Ohio
$399K -$422K -3,475 -52%
WBWA
1541
William B. Walkup & Associates
South Carolina
$399K -$243 -2 -0.1%
BTW
1542
Boston Trust Walden
Massachusetts
$398K +$36.4K +300 +10%
JWM
1543
Jackson Wealth Management
Florida
$398K +$20.8K +171 +6%
CIM
1544
CIM Investment Management
Pennsylvania
$398K -$400K -3,293 -51%
CAAS
1545
Capital Asset Advisory Services
Michigan
$398K -$34.2K -282 -8%
CST
1546
Charles Schwab Trust
Nevada
$397K -$161K -1,328 -29%
CFA
1547
CWS Financial Advisors
Michigan
$396K +$18.4K +152 +5%
KCM
1548
Kathmere Capital Management
Pennsylvania
$396K +$57.9K +477 +18%
FDW
1549
Fourth Dimension Wealth
Ohio
$395K +$224K +1,849 +138%
FPW
1550
Fairvoy Private Wealth
Alabama
$395K -$18.2K -150 -4%
60 61
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63 64