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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1551
Walter & Keenan Wealth Management
Indiana
$377K +$19.9K +175 +6%
MWP
1552
Meridian Wealth Partners
Pennsylvania
$377K -$9.57K -84 -3%
MA
1553
MCF Advisors
Kentucky
$376K -$13K -114 -4%
TBT
1554
Texas Bank & Trust
Texas
$376K -$456 -4 -0.1%
SIC
1555
Sigma Investment Counselors
Michigan
$375K – – –
USB
1556
Union Savings Bank
Connecticut
$375K – – –
BFAG
1557
Blackston Financial Advisory Group
Florida
$374K -$34.8K -305 -9%
LIA
1558
LSP Investment Advisors
New York
$373K – – –
AWP
1559
Atlas Wealth Partners
Pennsylvania
$373K +$54.1K +475 +18%
GWA
1560
GGM Wealth Advisors
Maryland
$373K +$2.28K +20 +0.7%
SN
1561
Sittner & Nelson
Oregon
$372K – – –
EB
1562
Exchange Bank
California
$371K – – –
JWM
1563
Jackson Wealth Management
Florida
$371K – – –
PFA
1564
Pure Financial Advisors
California
$370K +$64.3K +564 +23%
RWP
1565
Revolve Wealth Partners
New Jersey
$370K +$9.57K +84 +3%
MWA
1566
Midland Wealth Advisors
Illinois
$370K -$173K -1,519 -33%
ABWM
1567
Alpine Bank Wealth Management
Colorado
$370K +$345K +3,031 New
NG
1568
Novem Group
New York
$370K +$28K +246 +9%
NHT
1569
New Hampshire Trust
New Hampshire
$369K -$105K -919 -23%
EFSCE
1570
Enterprise Financial Services Corp (EFSC)
Missouri
$368K -$12.2K -107 -3%
MSWMA
1571
Market Street Wealth Management Advisors
Indiana
$368K +$12.5K +110 +4%
MA
1572
MKT Advisors
California
$368K -$17.1K -150 -5%
RBWA
1573
RFG - Bristol Wealth Advisors
Massachusetts
$367K +$11.7K +103 +4%
CIG
1574
Cascade Investment Group
Colorado
$367K – – –
JC
1575
JB Capital
Connecticut
$366K +$15.2K +133 +5%
61 62
63
64 65