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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1651
Savvy Advisors Inc
New York
$259K +$250K +2,249 New
MPCG
1652
Matrix Private Capital Group
New York
$259K – – –
OWA
1653
Opal Wealth Advisors
New York
$259K +$13.8K +124 +6%
PIA
1654
Pinion Investment Advisors
Kansas
$258K -$7.24K -65 -3%
OL
1655
Optas LLC
Texas
$258K -$3.23K -29 -1%
MKC
1656
M. Kraus & Co
Vermont
$257K – – –
BRG
1657
Bay Rivers Group
Virginia
$256K -$27.8K -250 -10%
PB
1658
Pinnacle Bancorp
Nebraska
$256K – – –
AWP
1659
Atlas Wealth Partners
Pennsylvania
$255K +$246K +2,208 New
MF
1660
Meridian Financial
Massachusetts
$254K – – –
PFT
1661
Providence First Trust
Arizona
$254K – – –
VCM
1662
Virtue Capital Management
Tennessee
$254K -$20.4K -183 -8%
TIM
1663
Thor Investment Management
Ohio
$253K -$91.8K -825 -27%
CAM
1664
Cozad Asset Management
Illinois
$252K -$47.5K -427 -16%
AIA
1665
Alternative Investment Advisors
Florida
$252K +$20.9K +188 +9%
RBC
1666
Roble Belko & Company
Pennsylvania
$252K – – –
CPC
1667
Consolidated Planning Corp
Georgia
$252K -$28.7K -258 -11%
PJWM
1668
Philip James Wealth Mangement
Georgia
$251K +$243K +2,180 New
SCP
1669
Sivia Capital Partners
California
$250K -$1.11K -10 -0.5%
PCS
1670
Private Client Services
Kentucky
$250K +$241K +2,168 New
JE
1671
JMAC Enterprises
Pennsylvania
$250K -$94.8K -852 -28%
CPA
1672
Capital Planning Advisors
California
$249K +$240K +2,159 New
OPPS
1673
Obsidian Personal Planning Solutions
Maryland
$248K -$38.5K -346 -14%
PWA
1674
Primoris Wealth Advisors
Florida
$248K – – –
ITIM
1675
Indiana Trust & Investment Management
Indiana
$248K – – –
65 66
67
68 69