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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1676
Xcel Wealth Management
Florida
$388K -$68.6K -544 -15%
1WM
1677
1900 Wealth Management
Texas
$388K +$12.5K +99 +3%
WP
1678
Waycross Partners
Kentucky
$387K – – –
PB
1679
Pinnacle Bancorp
Nebraska
$387K -$39.7K -315 -9%
FCA
1680
FLC Capital Advisors
California
$387K – – –
TFS
1681
Thoroughbred Financial Services
Tennessee
$386K +$152K +1,202 +65%
EB
1682
Exchange Bank
California
$385K – – –
TBT
1683
Texas Bank & Trust
Texas
$385K +$5.05K +40 +1%
SFG
1684
Stonebridge Financial Group
California
$384K +$383K +3,036 New
PIMG
1685
Patriot Investment Management Group
Tennessee
$383K – – –
CWM
1686
Chesapeake Wealth Management
Virginia
$382K +$131K +1,040 +53%
SFG
1687
Sovereign Financial Group
Connecticut
$381K -$4.92K -39 -1%
LBC
1688
Leigh Baldwin & Co
New York
$381K – – –
SW
1689
SteelPeak Wealth
California
$381K -$4.92K -39 -1%
NG
1690
Novem Group
New York
$380K -$6.43K -51 -2%
MCA
1691
Magnolia Capital Advisors
Mississippi
$380K -$38.9K -308 -9%
RFA
1692
Resurgent Financial Advisors
Georgia
$380K -$20.1K -159 -5%
IAS
1693
Integrity Advisory Solutions
Texas
$380K +$379K +3,001 New
AA
1694
Alta Advisers
United Kingdom
$380K – – –
WPI
1695
Walter Public Investments
Canada
$380K – – –
MIC
1696
Means Investment Company
Maine
$379K +$1.51K +12 +0.4%
IC
1697
Inscription Capital
Texas
$379K +$36.1K +286 +11%
TW
1698
Tempo Wealth
Ohio
$379K +$173K +1,370 +84%
WA1
1699
Wimmer Associates 1
California
$379K -$6.31K -50 -2%
WCA
1700
Westover Capital Advisors
Delaware
$379K – – –
66 67
68
69 70