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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1626
Pinion Investment Advisors
Kansas
$231K -$57.5K -575 -20%
LWM
1627
Liberty Wealth Management
California
$231K +$562K +5,622 +251%
VFPW
1628
Vantage Financial Partners (Wisconsin)
Wisconsin
$231K -$26.1K -261 -10%
AGM
1629
Alpine Global Management
New York
$231K +$230K +2,300 New
H
1630
HoyleCohen
California
$230K -$87.7K -877 -28%
AWS
1631
Arkfeld Wealth Strategies
Nebraska
$229K +$1.7K +17 +0.8%
1WM
1632
1900 Wealth Management
Texas
$228K – – –
MAM
1633
Mainsail Asset Management
Alabama
$228K – – –
EWM
1634
Empirical Wealth Management
Washington
$227K -$215K -2,145 -49%
FMTCOCP
1635
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$227K – – –
OL
1636
Optas LLC
Texas
$227K -$215K -2,150 -49%
PCP
1637
Proficio Capital Partners
Massachusetts
$226K -$9.9K -99 -4%
TWM
1638
Tradition Wealth Management
Minnesota
$226K +$2.4K +24 +1%
NB
1639
Nicolet Bankshares
Wisconsin
$226K -$33.6K -336 -13%
AGWCA
1640
Annis Gardner Whiting Capital Advisors
Florida
$226K +$1.9K +19 +0.8%
CFO
1641
Callan Family Office
Pennsylvania
$225K +$225K +2,249 New
MPCG
1642
Matrix Private Capital Group
New York
$225K +$1.5K +15 +0.7%
TA
1643
TrueWealth Advisors
Alabama
$225K -$18.5K -185 -8%
MKC
1644
M. Kraus & Co
Vermont
$223K +$5K +50 +2%
UAS
1645
United Asset Strategies
New York
$223K -$11.9K -119 -5%
PB
1646
Pinnacle Bancorp
Nebraska
$223K -$69.6K -696 -24%
MF
1647
Meridian Financial
Massachusetts
$221K – – –
TFP
1648
Tilia Fiduciary Partners
North Carolina
$221K +$400 +4 +0.2%
PFT
1649
Providence First Trust
Arizona
$221K – – –
GA
1650
Geller Advisors
New York
$220K – – –
64 65
66
67 68