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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
1576
Lokken Investment Group
Delaware
$226K +$212K +2,328 New
WPWM
1577
Western Pacific Wealth Management
Illinois
$226K +$59.8K +657 +39%
DLHL
1578
Donald L. Hagan LLC
Florida
$224K +$210K +2,312 New
BCCM
1579
Bridge Creek Capital Management
Massachusetts
$224K – – –
KBFS
1580
Kohmann Bosshard Financial Services
Ohio
$223K – – –
LCM
1581
Lazari Capital Management
California
$223K +$1.91K +21 +0.9%
AWS
1582
Arkfeld Wealth Strategies
Nebraska
$222K +$204K +2,245 New
FBC
1583
Fairfield, Bush & Co
Connecticut
$222K +$208K +2,292 New
MSFS
1584
Main Street Financial Solutions
Pennsylvania
$222K +$208K +2,292 New
EIM
1585
Essex Investment Management
Massachusetts
$222K – – –
TA
1586
TrueWealth Advisors
Alabama
$222K +$1.55K +17 +0.7%
ECM
1587
Evergreen Capital Management
Washington
$221K -$586K -6,441 -74%
MAM
1588
Mainsail Asset Management
Alabama
$220K +$206K +2,270 New
BWP
1589
Barlow Wealth Partners
Kentucky
$220K +$206K +2,269 New
AT
1590
Arden Trust
Delaware
$220K -$45.5K -500 -18%
CAM
1591
Cubic Asset Management
Massachusetts
$220K +$206K +2,263 New
HWM
1592
Howard Wealth Management
Connecticut
$219K +$205K +2,259 New
FMTCOCP
1593
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K -$11.4K -125 -5%
LA
1594
LexAurum Advisors
Kansas
$218K -$13.6K -150 -6%
AAIM
1595
Asset Advisors Investment Management
Georgia
$218K -$138K -1,514 -40%
KP
1596
Keel Point
Alabama
$217K +$204K +2,239 New
CCFM
1597
Clear Creek Financial Management
Washington
$217K -$20.6K -226 -9%
NAS
1598
Nicolet Advisory Services
Wisconsin
$217K -$75.2K -827 -27%
MPCG
1599
Matrix Private Capital Group
New York
$217K +$203K +2,233 New
LFG
1600
Larson Financial Group
Missouri
$216K +$273 +3 +0.1%
62 63
64
65 66