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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CP
1676
Castleview Partners
Texas
$171K +$43.5K +459 +35%
WWP
1677
WR Wealth Planners
Missouri
$170K +$167K +1,757 New
JWM
1678
Janiczek Wealth Management
Colorado
$169K -$68K -717 -29%
EWP
1679
Elevation Wealth Partners
California
$169K -$12.6K -133 -7%
OSNBOA
1680
Old Second National Bank of Aurora
Illinois
$168K
FUBT
1681
First United Bank & Trust
Maryland
$166K
NCTC
1682
New Covenant Trust Company
Indiana
$165K +$162K +1,711 New
BC
1683
Barrett & Company
Rhode Island
$164K -$1.71K -18 -1%
A
1684
Allianz
Germany
$161K +$158K +1,666 New
JFGIW
1685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$159K +$17.5K +184 +13%
SIS
1686
Sound Income Strategies
Florida
$155K +$190 +2 +0.1%
WIA
1687
Wetzel Investment Advisors
Indiana
$152K -$759 -8 -0.5%
RFG
1688
RFP Financial Group
Georgia
$151K -$13.5K -142 -8%
LSA
1689
Leonteq Securities AG
Switzerland
$151K -$6.17K -65 -4%
SAM
1690
Shell Asset Management
Netherlands
$150K -$12.6K -133 -8%
DCBT
1691
Dakota Community Bank & Trust
North Dakota
$149K +$2.47K +26 +2%
AF
1692
Arrow Financial
New York
$148K -$2.28K -24 -2%
CBT
1693
CoreFirst Bank & Trust
Kansas
$147K -$25.6K -270 -15%
DMBA
1694
Deseret Mutual Benefit Administrators
Utah
$146K +$8.54K +90 +6%
CTB
1695
Country Trust Bank
Illinois
$143K
TSWM
1696
Tyler-Stone Wealth Management
Ohio
$136K +$16.8K +177 +14%
CFFP
1697
Center for Financial Planning
Michigan
$136K -$474 -5 -0.4%
MSG
1698
Main Street Group
Virginia
$135K +$30.7K +324 +30%
VWM
1699
Venturi Wealth Management
Texas
$133K +$10.8K +114 +9%
TH
1700
TCTC Holdings
Texas
$133K