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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1551
Relyea Zuckerberg Hanson
Connecticut
$213K +$218K +2,211 New
RPWA
1552
Regent Peak Wealth Advisors
Georgia
$213K +$11.1K +112 +5%
TCM
1553
True Capital Management
California
$213K +$24.8K +251 +13%
ERIM
1554
Eagle Ridge Investment Management
Connecticut
$212K +$217K +2,201 New
CA
1555
Cornerstone Advisors
North Carolina
$212K – – –
BSB
1556
Bangor Savings Bank
Maine
$212K – – –
AC
1557
Avestar Capital
New York
$212K +$17K +172 +9%
COCM
1558
Charter Oak Capital Management
New Hampshire
$211K – – –
HWA
1559
HHM Wealth Advisors
Tennessee
$210K +$9.88K +100 +5%
AI
1560
Accredited Investors
Minnesota
$210K +$215K +2,178 New
PL
1561
Plancorp LLC
Missouri
$210K +$215K +2,177 New
RFN
1562
Redwood Financial Network
Ohio
$209K +$593 +6 +0.3%
LNB
1563
Ledyard National Bank
$209K -$14.8K -150 -6%
IFAM
1564
Institutional & Family Asset Management
Colorado
$209K – – –
TWM
1565
Tradition Wealth Management
Minnesota
$209K +$8K +81 +4%
VBCG
1566
Valley Brook Capital Group
Pennsylvania
$209K – – –
RSWM
1567
Robertson Stephens Wealth Management
California
$208K +$213K +2,161 New
TFS
1568
Thoroughbred Financial Services
Tennessee
$208K +$9.29K +94 +5%
LRPA
1569
L. Roy Papp & Associates
Arizona
$206K – – –
KWM
1570
Keebeck Wealth Management
Illinois
$205K -$119K -1,200 -36%
SIMG
1571
Sonora Investment Management Group
Arizona
$205K +$210K +2,124 New
MSFS
1572
Main Street Financial Solutions
Pennsylvania
$204K +$209K +2,117 New
OAM
1573
Ostrum Asset Management
France
$204K +$209K +2,115 New
VCM
1574
Virtue Capital Management
Tennessee
$204K +$3.26K +33 +2%
SRC
1575
Shufro Rose & Co
New York
$204K -$21.6K -219 -9%
61 62
63
64 65