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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WBWA
1651
William B. Walkup & Associates
South Carolina
$397K -$25.7K -204 -6%
OWA
1652
Opal Wealth Advisors
New York
$395K -$7.82K -62 -2%
GBWM
1653
Granite Bay Wealth Management
New Hampshire
$394K +$393K +3,116 New
CST
1654
Charles Schwab Trust
Nevada
$394K – – –
VFG
1655
Victory Financial Group
Texas
$393K +$94.2K +747 +32%
VCM
1656
Virtue Capital Management
Tennessee
$393K -$43.1K -342 -10%
MHR
1657
Matthew Hamilton Rosenberg
$392K +$52.2K +414 +15%
CIG
1658
Cascade Investment Group
Colorado
$392K +$4.54K +36 +1%
JC
1659
JB Capital
Connecticut
$392K +$2.02K +16 +0.5%
PG
1660
Prostatis Group
Maryland
$392K +$12.7K +101 +3%
RDFA
1661
Ritter Daniher Financial Advisory
Ohio
$391K -$10.1K -80 -3%
WPA
1662
West Paces Advisors
Georgia
$391K -$8.45K -67 -2%
DE
1663
Defiance ETFs
New York
$389K +$66.6K +528 +21%
XWM
1664
Xcel Wealth Management
Florida
$388K -$68.6K -544 -15%
1WM
1665
1900 Wealth Management
Texas
$388K +$12.5K +99 +3%
WP
1666
Waycross Partners
Kentucky
$387K – – –
PB
1667
Pinnacle Bancorp
Nebraska
$387K -$39.7K -315 -9%
FCA
1668
FLC Capital Advisors
California
$387K – – –
TFS
1669
Thoroughbred Financial Services
Tennessee
$386K +$152K +1,202 +65%
EB
1670
Exchange Bank
California
$385K – – –
TBT
1671
Texas Bank & Trust
Texas
$385K +$5.05K +40 +1%
SFG
1672
Stonebridge Financial Group
California
$384K +$383K +3,036 New
PIMG
1673
Patriot Investment Management Group
Tennessee
$383K – – –
CWM
1674
Chesapeake Wealth Management
Virginia
$382K +$131K +1,040 +53%
SFG
1675
Sovereign Financial Group
Connecticut
$381K -$4.92K -39 -1%
65 66
67
68 69