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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1676
Spinnaker Investment Group
California
$309K -$2.71K -23 -0.9%
PK
1677
Pflug Koory
Nebraska
$309K – – –
PWM
1678
Partnership Wealth Management
Maryland
$308K – – –
SIC
1679
Sigma Investment Counselors
Michigan
$308K -$55K -466 -15%
LBC
1680
Leigh Baldwin & Co
New York
$308K +$308K +2,607 New
CNBTD
1681
Citizens National Bank Trust Department
Mississippi
$306K -$1.77K -15 -0.6%
MEAC
1682
M.E. Allison & Co
Texas
$306K +$24.2K +205 +9%
SFG
1683
Sather Financial Group
Texas
$306K +$306K +2,590 New
CA
1684
Capital Advantage
California
$306K +$17.7K +150 +6%
PCA
1685
Pallas Capital Advisors
Massachusetts
$305K -$168K -1,424 -35%
CAWM
1686
Capital Advisors Wealth Management
Washington
$305K +$8.14K +69 +3%
WQ
1687
Wealth Quarterback
New Jersey
$305K +$16.2K +137 +6%
HPIA
1688
Hamilton Point Investment Advisors
North Carolina
$305K +$3.66K +31 +1%
BWG
1689
Berry Wealth Group
Texas
$305K +$42.4K +359 +16%
FNT
1690
First Nebraska Trust
Nebraska
$304K – – –
FG
1691
Foster Group
Iowa
$304K +$8.97K +76 +3%
RCWM
1692
Royal Capital Wealth Management
Indiana
$303K -$5.9K -50 -2%
LCM
1693
LCM Capital Management
Illinois
$302K +$4.96K +42 +2%
BWMG
1694
Barnes Wealth Management Group
California
$302K +$302K +2,557 New
FA
1695
Fountainhead AM
New Jersey
$301K +$56.5K +479 +23%
TSMHT
1696
Thurston Springer Miller Herd & Titak
Indiana
$300K +$31.5K +267 +12%
FBT
1697
First Bankers Trust
Kentucky
$300K -$18.4K -156 -6%
FLFS
1698
Family Legacy Financial Solutions
North Carolina
$300K +$300K +2,544 New
BWCS
1699
Beirne Wealth Consulting Services
Connecticut
$300K +$826 +7 +0.3%
LCM
1700
Lazari Capital Management
California
$299K -$1.42K -12 -0.5%
66 67
68
69 70