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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ES
1676
Eagle Strategies
New York
$305K +$285K +2,504 New
FG
1677
Foster Group
Iowa
$305K +$17.6K +154 +7%
SJL
1678
Shayne & Jacobs LLC
Tennessee
$305K – – –
MWM
1679
Maltin Wealth Management
New Jersey
$305K +$285K +2,500 New
JAA
1680
Joel Adams & Associates
North Carolina
$304K – – –
LA
1681
LexAurum Advisors
Kansas
$303K -$2.96K -26 -1%
GD
1682
Grandfield & Dodd
New York
$303K – – –
RWI
1683
Red Wave Investments
Pennsylvania
$302K – – –
UAS
1684
United Asset Strategies
New York
$302K -$37.8K -332 -12%
LAS
1685
Lloyd Advisory Services
Georgia
$302K -$17.9K -157 -6%
CH
1686
Cromwell Holdings
Wyoming
$301K – – –
WAM
1687
Weatherly Asset Management
California
$301K +$114 +1 +0%
NSAM
1688
North Star Asset Management
Wisconsin
$300K -$18K -158 -6%
V
1689
VeraBank
Texas
$300K -$1.37K -12 -0.5%
TSWM
1690
Tyler-Stone Wealth Management
Ohio
$299K -$15.4K -135 -5%
SLG
1691
Stanley-Laman Group
Pennsylvania
$299K +$5.36K +47 +2%
VCM
1692
Versant Capital Management
Arizona
$299K +$154K +1,355 +123%
FA
1693
FDx Advisors
Illinois
$299K -$3.53K -31 -1%
WQ
1694
Wealth Quarterback
New Jersey
$299K +$1.6K +14 +0.6%
FFWA
1695
FRG Family Wealth Advisors
Washington
$299K -$1.14K -10 -0.4%
EFM
1696
E Fund Management
China
$299K +$65.8K +577 +31%
MFS
1697
Miller Financial Services
Michigan
$299K -$63.3K -555 -18%
FCA
1698
Fortis Capital Advisors
Kansas
$299K +$32.7K +287 +13%
CCFM
1699
Clear Creek Financial Management
Washington
$298K +$9.8K +86 +4%
TWP
1700
Triad Wealth Partners
Kansas
$297K +$37.4K +328 +16%
66 67
68
69 70