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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
1651
Tilia Fiduciary Partners
North Carolina
$221K +$400 +4 +0.2%
PFT
1652
Providence First Trust
Arizona
$221K – – –
GA
1653
Geller Advisors
New York
$220K – – –
GP
1654
Greenline Partners
New York
$219K -$110K -1,104 -33%
RBC
1655
Roble Belko & Company
Pennsylvania
$219K – – –
FG
1656
Foster Group
Iowa
$219K +$3.3K +33 +2%
SCP
1657
Sivia Capital Partners
California
$219K +$218K +2,181 New
PP
1658
Patron Partners
Texas
$219K +$218K +2,181 New
CAM
1659
Cypress Asset Management
Texas
$218K -$100K -1,000 -31%
HGERS
1660
Householder Group Estate & Retirement Specialist
Arizona
$218K +$900 +9 +0.4%
IFAM
1661
Institutional & Family Asset Management
Colorado
$217K – – –
WAM
1662
Weatherly Asset Management
California
$217K -$29.8K -298 -12%
WPWM
1663
Western Pacific Wealth Management
Illinois
$217K -$16.4K -164 -7%
FAG
1664
Fortitude Advisory Group
Washington
$217K -$24.4K -244 -10%
NCFG
1665
New Century Financial Group
New Jersey
$216K +$216K +2,155 New
PWA
1666
Primoris Wealth Advisors
Florida
$215K +$215K +2,148 New
ITIM
1667
Indiana Trust & Investment Management
Indiana
$215K +$10K +100 +5%
I
1668
INVST
Indiana
$215K +$216K +2,164 New
BBNA
1669
Bremer Bank National Association
Minnesota
$215K -$29.8K -298 -12%
DA
1670
Detalus Advisors
Missouri
$214K -$8.6K -86 -4%
LRPA
1671
L. Roy Papp & Associates
Arizona
$214K – – –
EIM
1672
Essex Investment Management
Massachusetts
$213K -$16.3K -163 -7%
OWA
1673
Opal Wealth Advisors
New York
$213K +$212K +2,123 New
PPG
1674
Peak Planning Group
Colorado
$212K +$212K +2,116 New
AG
1675
AlTi Global
New York
$212K +$211K +2,112 New
65 66
67
68 69