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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
1551
M. Kraus & Co
Vermont
$237K -$3.37K -37 -1%
EWM
1552
Elmwood Wealth Management
California
$236K -$37.2K -409 -14%
BIM
1553
Bridges Investment Management
Nebraska
$236K – – –
AFG
1554
Allegheny Financial Group
Pennsylvania
$236K +$455 +5 +0.2%
LFG
1555
Lockerman Financial Group
California
$236K +$221K +2,428 New
AFGAS
1556
Allegiance Financial Group Advisory Services
Virginia
$235K – – –
FA
1557
Fiduciary Alliance
South Carolina
$235K +$220K +2,419 New
AFM
1558
Armstrong Fleming & Moore
District of Columbia
$235K – – –
RCWM
1559
Royal Capital Wealth Management
Indiana
$234K – – –
AAS
1560
Annex Advisory Services
Wisconsin
$234K -$45.4K -499 -17%
UAS
1561
United Asset Strategies
New York
$234K +$10.6K +117 +5%
PMAM
1562
Penn Mutual Asset Management
Pennsylvania
$233K – – –
BWM
1563
Baron Wealth Management
Michigan
$233K +$218K +2,398 New
JF
1564
Joule Financial
Kentucky
$232K +$217K +2,389 New
USB
1565
Union Savings Bank
Connecticut
$232K +$21.2K +233 +11%
RWA
1566
River Wealth Advisors
Pennsylvania
$231K +$217K +2,385 New
SRSA
1567
S.R. Schill & Associates
Washington
$230K – – –
LC
1568
Lindbrook Capital
California
$230K +$24.8K +273 +13%
WQ
1569
Wealth Quarterback
New Jersey
$230K -$4.82K -53 -2%
BIP
1570
Blueprint Investment Partners
North Carolina
$230K +$216K +2,370 New
MCM
1571
McRae Capital Management
New Jersey
$230K -$33.9K -373 -14%
NAG
1572
Northstar Advisory Group
New Jersey
$230K +$91 +1 +0%
BOM
1573
Bank of Marin
California
$229K – – –
AP
1574
Appleton Partners
Massachusetts
$227K -$2.37K -26 -1%
FIM
1575
Freedom Investment Management
Connecticut
$227K -$17.6K -193 -8%
61 62
63
64 65