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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1626
TRB Wealth Management
Texas
$419K +$15.8K +125 +4%
HGA
1627
Hobbs Group Advisors
South Carolina
$418K +$378 +3 +0.1%
AWM
1628
Accel Wealth Management
Iowa
$418K -$59.2K -469 -12%
SGCA
1629
Steel Grove Capital Advisors
Tennessee
$418K – – –
EAN
1630
Excelsior Advisor Network
Colorado
$418K +$79.5K +630 +24%
FWI
1631
Facet Wealth Inc
Maryland
$417K +$100K +793 +32%
BIA
1632
Beacon Investment Advisors
Maryland
$417K +$2.02K +16 +0.5%
CI
1633
Conning Inc
Connecticut
$416K -$1.51K -12 -0.4%
CSIC
1634
Clifford Swan Investment Counsel
California
$414K -$505 -4 -0.1%
BFG
1635
Birch Financial Group
New Hampshire
$413K +$8.58K +68 +2%
CIA
1636
Cladis Investment Advisory
Montana
$411K – – –
PHWM
1637
Pine Harbor Wealth Management
Maryland
$411K +$252 +2 +0.1%
TFO
1638
Timonier Family Office
North Carolina
$410K +$409K +3,242 New
CFA
1639
CWS Financial Advisors
Michigan
$410K +$10.7K +85 +3%
EWM
1640
Elmwood Wealth Management
California
$410K +$64.2K +509 +19%
FPW
1641
Fairvoy Private Wealth
Alabama
$410K +$6.69K +53 +2%
BBNB
1642
Baker Boyer National Bank
Washington
$409K -$15.9K -126 -4%
MGAM
1643
McGowan Group Asset Management
Texas
$409K +$8.7K +69 +2%
VFP
1644
Verus Financial Partners
Virginia
$408K -$37.8K -300 -9%
BOH
1645
Bank of Hawaii
Hawaii
$406K – – –
SC
1646
Searle & Co
Connecticut
$403K – – –
LCM
1647
Lionhunter Capital Management
New York
$402K +$400K +3,173 New
GAM
1648
Griffin Asset Management
New York
$399K +$1.51K +12 +0.4%
RCG
1649
Ridge Creek Global
Ohio
$398K -$5.68K -45 -1%
PDL
1650
Portfolio Design Labs
California
$398K +$2.14K +17 +0.5%
64 65
66
67 68