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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
1626
Tilia Fiduciary Partners
North Carolina
$272K +$17.4K +156 +7%
LIG
1627
Lokken Investment Group
Delaware
$271K +$1.34K +12 +0.5%
PFA
1628
Pure Financial Advisors
California
$271K -$7.12K -64 -3%
PBK
1629
Peoples Bank (Kansas)
Kansas
$271K -$13.9K -125 -5%
JF
1630
Joule Financial
Kentucky
$270K +$111 +1 +0%
1WM
1631
1900 Wealth Management
Texas
$270K +$7.35K +66 +3%
HNB
1632
Hilltop National Bank
Wyoming
$269K -$8.01K -72 -3%
EIA
1633
Edgemoor Investment Advisors
Maryland
$269K -$76K -683 -23%
AWM
1634
Aprio Wealth Management
Georgia
$269K -$40.3K -362 -13%
RFS
1635
Richardson Financial Services
Massachusetts
$269K +$11.1K +100 +4%
PFA
1636
Pettinga Financial Advisors
Indiana
$267K – – –
NCFG
1637
New Century Financial Group
New Jersey
$267K +$17.6K +158 +7%
VFPW
1638
Vantage Financial Partners (Wisconsin)
Wisconsin
$267K +$1.11K +10 +0.4%
BCCM
1639
Bridge Creek Capital Management
Massachusetts
$266K – – –
TA
1640
TrueWealth Advisors
Alabama
$264K +$4.79K +43 +2%
GA
1641
Geller Advisors
New York
$263K +$9.57K +86 +4%
TWM
1642
Tradition Wealth Management
Minnesota
$262K +$1.45K +13 +0.6%
MAM
1643
Mainsail Asset Management
Alabama
$262K – – –
AWS
1644
Arkfeld Wealth Strategies
Nebraska
$262K +$1.67K +15 +0.7%
LRPA
1645
L. Roy Papp & Associates
Arizona
$261K +$14.6K +131 +6%
FG
1646
Foster Group
Iowa
$261K +$9.13K +82 +4%
FMTCOCP
1647
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$261K – – –
NB
1648
Nicolet Bankshares
Wisconsin
$260K – – –
AWA
1649
Aaron Wealth Advisors
Illinois
$260K +$251K +2,257 New
CWM
1650
CarsonAllaria Wealth Management
Illinois
$260K -$13.9K -125 -5%
64 65
66
67 68