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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1601
Salvus Wealth Management
New Jersey
$419K +$38.6K +309 +11%
CIM
1602
CIM Investment Management
Pennsylvania
$419K -$1.75K -14 -0.4%
OCBCO
1603
Oversea-Chinese Banking Corp (OCBC)
Singapore
$419K +$99.8K +798 +33%
RCG
1604
Ridge Creek Global
Ohio
$418K – – –
BFG
1605
Birch Financial Group
New Hampshire
$418K -$2.25K -18 -0.6%
SC
1606
Searle & Co
Connecticut
$417K +$62.5K +500 +19%
TWM
1607
TRB Wealth Management
Texas
$417K +$398K +3,184 New
FPW
1608
Fairvoy Private Wealth
Alabama
$417K – – –
CIM
1609
Cambria Investment Management
California
$417K +$398K +3,183 New
OWA
1610
Opal Wealth Advisors
New York
$416K -$31.5K -252 -7%
ARA
1611
Approach Retirement Advisors
Alabama
$416K +$25.4K +203 +7%
MHC
1612
May Hill Capital
Massachusetts
$415K +$34.3K +274 +9%
RDFA
1613
Ritter Daniher Financial Advisory
Ohio
$415K +$875 +7 +0.2%
FFG
1614
Fiduciary Financial Group
California
$415K -$11.1K -89 -3%
BMC
1615
Beaton Management Company
Massachusetts
$415K – – –
4WM
1616
44 Wealth Management
Oregon
$415K – – –
RFA
1617
Resurgent Financial Advisors
Georgia
$414K -$5K -40 -1%
MGAM
1618
McGowan Group Asset Management
Texas
$414K -$750 -6 -0.2%
WPA
1619
West Paces Advisors
Georgia
$413K – – –
CFA
1620
CWS Financial Advisors
Michigan
$413K +$250 +2 +0.1%
GAM
1621
Griffin Asset Management
New York
$412K +$1.25K +10 +0.3%
RWP
1622
Revolve Wealth Partners
New Jersey
$411K +$30.3K +242 +8%
PDL
1623
Portfolio Design Labs
California
$409K +$391K +3,126 New
NSG
1624
Nalls Sherbakoff Group
Tennessee
$408K +$2K +16 +0.5%
WBWA
1625
William B. Walkup & Associates
South Carolina
$408K +$25.5K +204 +7%
63 64
65
66 67