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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1651
CWS Financial Advisors
Michigan
$410K +$10.7K +85 +3%
EWM
1652
Elmwood Wealth Management
California
$410K +$64.2K +509 +19%
FPW
1653
Fairvoy Private Wealth
Alabama
$410K +$6.69K +53 +2%
BBNB
1654
Baker Boyer National Bank
Washington
$409K -$15.9K -126 -4%
MGAM
1655
McGowan Group Asset Management
Texas
$409K +$8.7K +69 +2%
VFP
1656
Verus Financial Partners
Virginia
$408K -$37.8K -300 -9%
BOH
1657
Bank of Hawaii
Hawaii
$406K – – –
SC
1658
Searle & Co
Connecticut
$403K – – –
LCM
1659
Lionhunter Capital Management
New York
$402K +$400K +3,173 New
GAM
1660
Griffin Asset Management
New York
$399K +$1.51K +12 +0.4%
RCG
1661
Ridge Creek Global
Ohio
$398K -$5.68K -45 -1%
PDL
1662
Portfolio Design Labs
California
$398K +$2.14K +17 +0.5%
WBWA
1663
William B. Walkup & Associates
South Carolina
$397K -$25.7K -204 -6%
OWA
1664
Opal Wealth Advisors
New York
$395K -$7.82K -62 -2%
GBWM
1665
Granite Bay Wealth Management
New Hampshire
$394K +$393K +3,116 New
CST
1666
Charles Schwab Trust
Nevada
$394K – – –
VFG
1667
Victory Financial Group
Texas
$393K +$94.2K +747 +32%
VCM
1668
Virtue Capital Management
Tennessee
$393K -$43.1K -342 -10%
MHR
1669
Matthew Hamilton Rosenberg
$392K +$52.2K +414 +15%
CIG
1670
Cascade Investment Group
Colorado
$392K +$4.54K +36 +1%
JC
1671
JB Capital
Connecticut
$392K +$2.02K +16 +0.5%
PG
1672
Prostatis Group
Maryland
$392K +$12.7K +101 +3%
RDFA
1673
Ritter Daniher Financial Advisory
Ohio
$391K -$10.1K -80 -3%
WPA
1674
West Paces Advisors
Georgia
$391K -$8.45K -67 -2%
DE
1675
Defiance ETFs
New York
$389K +$66.6K +528 +21%
65 66
67
68 69