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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
1626
Beverly Hills Private Wealth
California
$337K -$36.5K -309 -10%
ISFAN
1627
Investor's Fiduciary Advisor Network
Washington
$337K +$65K +551 +24%
HF
1628
Holcombe Financial
Georgia
$337K – – –
ITIM
1629
Indiana Trust & Investment Management
Indiana
$337K +$34.3K +291 +11%
ABWM
1630
Alpine Bank Wealth Management
Colorado
$337K -$21.1K -179 -6%
SLG
1631
Stanley-Laman Group
Pennsylvania
$335K +$45.5K +386 +16%
TAM
1632
Titleist Asset Management
Texas
$335K +$21.5K +182 +7%
RWP
1633
Revolve Wealth Partners
New Jersey
$335K -$23.4K -198 -7%
FFM
1634
Forum Financial Management
Illinois
$333K +$90.2K +764 +37%
WCP
1635
Wealthcare Capital Partners
Pennsylvania
$333K +$1.18K +10 +0.4%
NAMNJ
1636
NorthStar Asset Management (New Jersey)
New Jersey
$331K +$6.25K +53 +2%
I
1637
INVST
Indiana
$331K +$1.42K +12 +0.4%
OBWG
1638
Onyx Bridge Wealth Group
New York
$331K +$944 +8 +0.3%
1C
1639
111 Capital
France
$330K +$330K +2,797 New
PIP
1640
Peachtree Investment Partners
Florida
$330K -$43.9K -372 -12%
NSG
1641
Nalls Sherbakoff Group
Tennessee
$330K +$2.01K +17 +0.6%
BW
1642
BIP Wealth
Georgia
$329K -$115K -973 -26%
GCM
1643
Generation Capital Management
New York
$329K – – –
BW
1644
BXM Wealth
Colorado
$328K -$93.7K -794 -22%
AAMC
1645
Asset Allocation & Management Company
Illinois
$327K – – –
COI
1646
Connable Office Inc
Michigan
$326K +$326K +2,766 New
FMTC
1647
Farmers & Merchants Trust Company
California
$326K +$326K +2,763 New
HIS
1648
Horizon Investment Services
Indiana
$326K +$118 +1 +0%
CT
1649
Clearstead Trust
Maine
$323K -$48.4K -410 -13%
PCMF
1650
Private Capital Management (Florida)
Florida
$323K – – –
64 65
66
67 68