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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1601
AAF Wealth Management
Massachusetts
$216K +$202K +2,225 New
AIA
1602
Alternative Investment Advisors
Florida
$216K +$202K +2,226 New
CRIG
1603
Charter Research & Investment Group
Connecticut
$216K +$202K +2,225 New
XWM
1604
Xcel Wealth Management
Florida
$215K +$202K +2,217 New
FFM
1605
Forum Financial Management
Illinois
$215K -$23.5K -258 -10%
LCM
1606
LCM Capital Management
Illinois
$215K +$202K +2,216 New
TWM
1607
Tradition Wealth Management
Minnesota
$215K +$1.36K +15 +0.7%
MIA
1608
MeadowBrook Investment Advisors
Michigan
$214K +$201K +2,207 New
MF
1609
Meridian Financial
Massachusetts
$214K +$201K +2,206 New
VBCG
1610
Valley Brook Capital Group
Pennsylvania
$214K +$200K +2,204 New
PFT
1611
Providence First Trust
Arizona
$213K +$200K +2,200 New
B
1612
Bridgeworth
Alabama
$213K -$16.6K -182 -8%
RPWA
1613
Regent Peak Wealth Advisors
Georgia
$213K -$9.28K -102 -4%
WAM
1614
Worth Asset Management
Texas
$213K +$200K +2,194 New
SIS
1615
Strategic Investment Solutions
Illinois
$213K -$8.24M -90,625 -98%
AWE
1616
Avidian Wealth Enterprises
Texas
$212K -$64.3K -707 -24%
AI
1617
Accredited Investors
Minnesota
$212K +$199K +2,188 New
RBC
1618
Roble Belko & Company
Pennsylvania
$212K -$198K -2,182 -50%
CAL
1619
Capital Analysts LLC
Pennsylvania
$212K -$10.3K -113 -5%
AP
1620
Americana Partners
Texas
$211K -$102K -1,121 -34%
NC
1621
NBW Capital
Massachusetts
$211K -$43.6K -479 -18%
AC
1622
ASB Consultores
Florida
$210K -$153K -1,678 -44%
IFAM
1623
Institutional & Family Asset Management
Colorado
$210K – – –
LWM
1624
Liberty Wealth Management
California
$210K +$197K +2,168 New
FA
1625
Fermata Advisors
California
$210K +$197K +2,162 New
63 64
65
66 67