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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1626
Baystate Wealth Management
Massachusetts
$138K +$28.6K +290 +25%
GWSG
1627
GPS Wealth Strategies Group
Colorado
$136K +$139K +1,408 New
CSB
1628
City State Bank
Iowa
$135K +$18.4K +186 +15%
NMG
1629
New Millennium Group
Utah
$135K +$988 +10 +0.7%
AWM
1630
Atticus Wealth Management
Florida
$135K +$15.4K +156 +13%
DCBT
1631
Dakota Community Bank & Trust
North Dakota
$134K -$494 -5 -0.4%
AP
1632
Atwood & Palmer
Missouri
$133K – – –
FMTCOCP
1633
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133K – – –
PPWM
1634
PFG Private Wealth Management
Florida
$130K +$20.3K +205 +18%
BC
1635
Barrett & Company
Rhode Island
$128K -$20.5K -208 -14%
FFA
1636
Farther Finance Advisors
California
$128K +$8.4K +85 +7%
PMFA
1637
Plante Moran Financial Advisors
Michigan
$128K +$395 +4 +0.3%
DFCM
1638
Dark Forest Capital Management
Puerto Rico
$127K +$130K +1,314 New
IRC
1639
Investors Research Corp
Georgia
$126K – – –
NECFA
1640
New England Capital Financial Advisors
Connecticut
$126K +$99 +1 +0.1%
FDCDDQ
1641
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K -$47.2K -478 -27%
HCM
1642
Hollencrest Capital Management
California
$124K -$99 -1 -0.1%
GWS
1643
Glassman Wealth Services
Virginia
$124K -$27.4K -277 -18%
WPWM
1644
Western Pacific Wealth Management
Illinois
$122K +$8.59K +87 +7%
CLOS
1645
Compagnie Lombard Odier SCmA
Switzerland
$121K – – –
KFI
1646
Key Financial Inc
Pennsylvania
$119K -$4.94K -50 -4%
CWM
1647
Cranbrook Wealth Management
Michigan
$119K +$39.5K +400 +48%
RWM
1648
Ruedi Wealth Management
Illinois
$116K – – –
TAM
1649
Tucker Asset Management
Colorado
$116K +$60.4K +611 +103%
BAM
1650
Byrne Asset Management
New Jersey
$113K – – –
64 65
66
67 68