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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1626
Drive Wealth Management
Utah
$426K -$1.64K -13 -0.4%
SWA
1627
Shah Wealth Advisors
California
$426K +$425K +3,367 New
AWM
1628
Avior Wealth Management
Nebraska
$425K -$21.1K -167 -5%
DO
1629
denkapparat Operations
Germany
$425K +$423K +3,354 New
BMCM
1630
Bryn Mawr Capital Management
Pennsylvania
$424K +$16.4K +130 +4%
GBT
1631
Grove Bank & Trust
Florida
$423K – – –
MAWA
1632
Moss Adams Wealth Advisors
Washington
$421K +$15K +119 +4%
FBFS
1633
First Business Financial Services
Wisconsin
$420K +$31.3K +248 +8%
CAWM
1634
Capital Advisors Wealth Management
Washington
$420K -$9.96K -79 -2%
MWM
1635
Mattern Wealth Management
Kansas
$420K +$194K +1,538 +86%
PWP
1636
Ponta Wealth Partners
Florida
$419K +$160K +1,272 +62%
FHC
1637
First Heartland Consultants
Missouri
$419K -$30.3K -240 -7%
TWM
1638
TRB Wealth Management
Texas
$419K +$15.8K +125 +4%
HGA
1639
Hobbs Group Advisors
South Carolina
$418K +$378 +3 +0.1%
AWM
1640
Accel Wealth Management
Iowa
$418K -$59.2K -469 -12%
SGCA
1641
Steel Grove Capital Advisors
Tennessee
$418K – – –
EAN
1642
Excelsior Advisor Network
Colorado
$418K +$79.5K +630 +24%
FWI
1643
Facet Wealth Inc
Maryland
$417K +$100K +793 +32%
BIA
1644
Beacon Investment Advisors
Maryland
$417K +$2.02K +16 +0.5%
CI
1645
Conning Inc
Connecticut
$416K -$1.51K -12 -0.4%
CSIC
1646
Clifford Swan Investment Counsel
California
$414K -$505 -4 -0.1%
BFG
1647
Birch Financial Group
New Hampshire
$413K +$8.58K +68 +2%
CIA
1648
Cladis Investment Advisory
Montana
$411K – – –
PHWM
1649
Pine Harbor Wealth Management
Maryland
$411K +$252 +2 +0.1%
TFO
1650
Timonier Family Office
North Carolina
$410K +$409K +3,242 New
64 65
66
67 68