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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
1551
South Street Advisors
New York
$211K – – –
MF
1552
Meridian Financial
Massachusetts
$210K – – –
LC
1553
Lindbrook Capital
California
$209K +$23.9K +217 +13%
TCM
1554
Traynor Capital Management
Pennsylvania
$209K +$214K +1,949 New
JPMIA
1555
J.P. Marvel Investment Advisors
Massachusetts
$208K – – –
BWM
1556
Blossom Wealth Management
California
$207K -$22.5K -205 -10%
TWP
1557
Tower Wealth Partners
Pennsylvania
$207K +$212K +1,930 New
WWA
1558
WCG Wealth Advisors
Nevada
$207K +$213K +1,935 New
BFM
1559
Boothbay Fund Management
New York
$206K -$34.9K -317 -14%
FFMBT
1560
First Farmers & Merchants Bank Trust
Tennessee
$206K – – –
WAM
1561
WealthTrust Asset Management
Florida
$206K +$220 +2 +0.1%
LWM
1562
Liberty Wealth Management
California
$205K -$8.36K -76 -4%
BFG
1563
Barber Financial Group
Kansas
$205K +$11.9K +108 +6%
ACM
1564
Altrius Capital Management
North Carolina
$205K +$211K +1,916 New
RRCM
1565
Rappaport Reiches Capital Management
Illinois
$205K +$11.5K +105 +6%
SIMG
1566
Sonora Investment Management Group
Arizona
$204K -$330 -3 -0.2%
CCB
1567
Country Club Bank
Missouri
$204K +$212K +1,927 New
VBCG
1568
Valley Brook Capital Group
Pennsylvania
$203K -$33K -300 -14%
FWM
1569
Fairhaven Wealth Management
Illinois
$203K +$4.4K +40 +2%
JWM
1570
Janiczek Wealth Management
Colorado
$203K +$87.1K +792 +75%
1WA
1571
180 Wealth Advisors
Washington
$202K -$2.75K -25 -1%
MC
1572
Middleton & Co
Massachusetts
$202K -$1.43K -13 -0.7%
SCM
1573
Silvant Capital Management
Georgia
$202K – – –
OHIS
1574
Oak Harvest Investment Services
Texas
$202K +$3.19K +29 +2%
MBT
1575
Montecito Bank & Trust
California
$202K +$207K +1,884 New
61 62
63
64 65