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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIIMS
1676
Analyst IMS Investment Management Services
Israel
$209K +$209K +2,087 New
CPP
1677
Capasso Planning Partners
South Carolina
$209K +$208K +2,084 New
SIS
1678
Strategic Investment Solutions
Illinois
$208K +$193K +1,927 New
RWA
1679
Redhawk Wealth Advisors
Minnesota
$208K +$208K +2,077 New
SRC
1680
Stone Run Capital
New York
$208K – – –
DFCM
1681
Dark Forest Capital Management
Puerto Rico
$207K +$206K +2,063 New
CST
1682
Charles Schwab Trust
Nevada
$206K -$17.2K -172 -8%
SA
1683
Shilanski & Associates
Alaska
$206K +$205K +2,050 New
WPA
1684
West Paces Advisors
Georgia
$205K -$53.5K -535 -21%
LCM
1685
Liberty Capital Management
Michigan
$204K +$204K +2,040 New
WE
1686
Wealth Effects
Massachusetts
$204K +$203K +2,032 New
WBC
1687
West Branch Capital
Massachusetts
$204K – – –
AA
1688
Auxano Advisors
Washington
$203K +$203K +2,026 New
OL
1689
OneFund LLC
Florida
$202K +$202K +2,016 New
CT
1690
Coastline Trust
Rhode Island
$201K +$201K +2,005 New
AIA
1691
Alternative Investment Advisors
Florida
$201K +$200K +2,002 New
WCA
1692
Westover Capital Advisors
Delaware
$200K +$200K +2,000 New
FFB
1693
First Financial Bankshares
Texas
$200K -$14.5K -145 -7%
NFSG
1694
Newbridge Financial Services Group
Florida
$200K -$214K -2,144 -52%
OAM
1695
Ostrum Asset Management
France
$196K -$15.3K -153 -7%
CSB
1696
City State Bank
Iowa
$196K – – –
TWP
1697
Triad Wealth Partners
Kansas
$192K +$192K +1,916 New
MCM
1698
MV Capital Management
Maryland
$192K +$1.7K +17 +0.9%
MIA
1699
MeadowBrook Investment Advisors
Michigan
$191K -$30K -300 -14%
HBW
1700
Hazlett, Burt & Watson
West Virginia
$191K +$300 +3 +0.2%
66 67
68
69 70