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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1626
Tradition Wealth Management
Minnesota
$216K +$1.52K +16 +0.7%
CST
1627
Charles Schwab Trust
Nevada
$216K +$212K +2,232 New
AWS
1628
Arkfeld Wealth Strategies
Nebraska
$216K +$1.61K +17 +0.8%
KP
1629
Keel Point
Alabama
$216K -$949 -10 -0.4%
DA
1630
Detalus Advisors
Missouri
$215K -$83K -875 -28%
MIA
1631
MeadowBrook Investment Advisors
Michigan
$213K – – –
MF
1632
Meridian Financial
Massachusetts
$213K – – –
PFT
1633
Providence First Trust
Arizona
$213K – – –
TFP
1634
Tilia Fiduciary Partners
North Carolina
$213K -$33.9K -357 -14%
GA
1635
Geller Advisors
New York
$212K +$3.23K +34 +2%
FFO
1636
Fiduciary Family Office
Florida
$211K +$207K +2,183 New
CAL
1637
Capital Analysts LLC
Pennsylvania
$211K – – –
RBC
1638
Roble Belko & Company
Pennsylvania
$211K – – –
MKC
1639
M. Kraus & Co
Vermont
$211K -$25.2K -266 -11%
CFG
1640
Clayton Financial Group
Missouri
$210K +$206K +2,170 New
IFAM
1641
Institutional & Family Asset Management
Colorado
$210K – – –
HGERS
1642
Householder Group Estate & Retirement Specialist
Arizona
$210K +$11.5K +121 +6%
FG
1643
Foster Group
Iowa
$208K +$204K +2,150 New
FFB
1644
First Financial Bankshares
Texas
$207K -$62.1K -655 -23%
LRPA
1645
L. Roy Papp & Associates
Arizona
$206K – – –
OAM
1646
Ostrum Asset Management
France
$204K – – –
DG
1647
DMC Group
Alabama
$204K -$57.8K -609 -22%
DOA
1648
D'Orazio & Associates
Virginia
$204K +$200K +2,107 New
HCA
1649
Horan Capital Advisors
Ohio
$203K -$39.7K -418 -17%
XT
1650
XTX Topco
Cayman Islands
$203K +$200K +2,103 New
64 65
66
67 68