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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1576
Washington Trust Advisors
Massachusetts
$251K -$137K -1,366 -35%
SW
1577
Schulz Wealth
Texas
$251K – – –
SJL
1578
Shayne & Jacobs LLC
Tennessee
$251K – – –
OPPS
1579
Obsidian Personal Planning Solutions
Maryland
$251K +$1.3K +13 +0.5%
RMAM
1580
Raab & Moskowitz Asset Management
New Jersey
$249K -$167K -1,674 -40%
MCM
1581
Mainstay Capital Management
Michigan
$249K +$1.1K +11 +0.4%
CAWM
1582
Capital Advisors Wealth Management
Washington
$249K -$35.6K -356 -13%
GD
1583
Grandfield & Dodd
New York
$249K – – –
SPWG
1584
Syntegra Private Wealth Group
Missouri
$249K +$249K +2,485 New
BRG
1585
Bay Rivers Group
Virginia
$248K +$7K +70 +3%
PBK
1586
Peoples Bank (Kansas)
Kansas
$248K -$300 -3 -0.1%
CH
1587
Cromwell Holdings
Wyoming
$247K +$247K +2,469 New
RWI
1588
Red Wave Investments
Pennsylvania
$247K – – –
EIP
1589
Ellis Investment Partners
Pennsylvania
$246K +$246K +2,457 New
CFG
1590
Clayton Financial Group
Missouri
$246K +$37.6K +376 +17%
WQ
1591
Wealth Quarterback
New Jersey
$246K -$4.1K -41 -2%
BST
1592
Bath Savings Trust
Maine
$245K +$5.3K +53 +2%
CPC
1593
Consolidated Planning Corp
Georgia
$245K -$51.6K -516 -17%
DOA
1594
D'Orazio & Associates
Virginia
$243K +$32K +320 +15%
GI
1595
Gradient Investments
Minnesota
$243K +$62.8K +628 +35%
LFG
1596
Lockerman Financial Group
California
$243K -$300 -3 -0.1%
AFGAS
1597
Allegiance Financial Group Advisory Services
Virginia
$243K -$1.5K -15 -0.6%
PFA
1598
Pure Financial Advisors
California
$242K -$17.8K -178 -7%
CPG
1599
Custom Portfolio Group
Colorado
$242K -$11.8K -118 -5%
RCWM
1600
Royal Capital Wealth Management
Indiana
$242K – – –
62 63
64
65 66