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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
1651
Piscataqua Savings Bank
New Hampshire
$92.3K -$2.36K -25 -2%
CTWM
1652
Cherry Tree Wealth Management
Minnesota
$92K +$96.7K +1,025 New
WB
1653
Webster Bank
Connecticut
$91.8K – – –
VIA
1654
Virtus Investment Advisers
Connecticut
$90.1K -$104K -1,100 -52%
MFC
1655
Mechanics Financial Corp
Ohio
$89.7K – – –
PWMG
1656
Prestige Wealth Management Group
New Jersey
$86.9K +$1.51K +16 +2%
CMP
1657
Coston McIsaac & Partners
Maine
$86K +$11.7K +124 +15%
CA
1658
Centerpoint Advisors
Massachusetts
$84K +$6.23K +66 +8%
JMF
1659
Johnson Midwest Financial
Iowa
$80.6K +$566 +6 +0.7%
ASBI
1660
American State Bank (Iowa)
Iowa
$78.4K – – –
KA
1661
Kozak & Associates
Colorado
$77.7K +$944 +10 +1%
MFT
1662
Moisand Fitzgerald Tamayo
Florida
$76.1K – – –
CAL
1663
Capital Advisors Ltd
Ohio
$76K +$44.1K +467 +123%
KC
1664
Kenfarb & Co
Kentucky
$75.8K – – –
CAC
1665
Core Alternative Capital
Georgia
$73.5K +$944 +10 +1%
CSWM
1666
Cassady Schiller Wealth Management
Ohio
$69K -$1.7K -18 -2%
LTI
1667
Laffer Tengler Investments
Tennessee
$67.8K – – –
GTAM
1668
Global Trust Asset Management
Florida
$65.8K -$9.72K -103 -12%
LIA
1669
Luken Investment Analytics
Tennessee
$64.7K – – –
BWAM
1670
Boyd Watterson Asset Management
Ohio
$62.5K – – –
WIM
1671
Westside Investment Management
California
$60.2K – – –
EDRH
1672
Edmond de Rothschild Holding
Switzerland
$59.9K – – –
PCTC
1673
Perkins Coie Trust Company
Washington
$59.3K – – –
WSCM
1674
Wellington Shields Capital Management
New York
$58.2K – – –
JGIA
1675
Jackson Grant Investment Advisers
Connecticut
$57.1K – – –
65 66
67
68 69