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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWS
1576
Brady Martz Wealth Solutions
North Dakota
$453K +$451K +3,578 New
SAM
1577
Sagewood Asset Management
New York
$451K +$27.8K +220 +7%
BMC
1578
Beaton Management Company
Massachusetts
$451K +$49.1K +389 +12%
FMC
1579
First Merchants Corp
Indiana
$450K -$71.9K -570 -14%
PL
1580
Perpetual Ltd
Australia
$450K -$5.68K -45 -1%
TWP
1581
Triad Wealth Partners
Kansas
$449K +$65.6K +520 +17%
AA
1582
ABC Arbitrage
France
$446K +$445K +3,527 New
CSPIA
1583
Cary Street Partners Investment Advisory
Virginia
$446K +$27K +214 +6%
TPWA
1584
TRUE Private Wealth Advisors
Oregon
$446K -$7.95K -63 -2%
CFMC
1585
Curbstone Financial Management Corp
New Hampshire
$446K +$25.2K +200 +6%
YP
1586
YANKCOM Partnership
South Dakota
$446K +$6.94K +55 +2%
TIA
1587
Tiemann Investment Advisors
California
$446K -$37.8K -300 -8%
GPW
1588
Genesis Private Wealth
Virginia
$445K -$7.44K -59 -2%
KWMG
1589
King Wealth Management Group
Florida
$445K – – –
BWM
1590
Baron Wealth Management
Michigan
$444K -$5.42K -43 -1%
WC
1591
Westhampton Capital
North Carolina
$443K – – –
NSIM
1592
North Star Investment Management
Illinois
$443K -$8.7K -69 -2%
ABC
1593
Anchor Bay Capital
California
$443K +$461K +3,655 New
AP
1594
Anchyra Partners
Georgia
$442K +$25K +198 +6%
GWM
1595
GSB Wealth Management
Connecticut
$442K -$24.6K -195 -5%
CFS
1596
CRA Financial Services
New Jersey
$442K +$4.92K +39 +1%
TC
1597
TwinBeech Capital
New York
$441K +$439K +3,484 New
SAM
1598
Summit Asset Management
Tennessee
$440K +$18.7K +148 +4%
SAM
1599
Sequent Asset Management
Texas
$438K +$20.2K +160 +5%
DE
1600
Diversified Enterprises
Delaware
$438K -$43.9K -348 -9%
62 63
64
65 66