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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1701
ORG Partners
Indiana
$126K +$29.5K +324 +33%
VWM
1702
Venturi Wealth Management
Texas
$123K +$10.6K +116 +10%
HCM
1703
Hollencrest Capital Management
California
$121K – – –
TCWA
1704
Turtle Creek Wealth Advisors
Texas
$120K +$113K +1,237 New
NRG
1705
Nemes Rush Group
Michigan
$120K +$4.37K +48 +4%
CWM
1706
Cranbrook Wealth Management
Michigan
$120K – – –
TSWM
1707
Tyler-Stone Wealth Management
Ohio
$120K +$273 +3 +0.2%
RWM
1708
Ruedi Wealth Management
Illinois
$117K – – –
SAM
1709
S.A. Mason
Michigan
$117K – – –
WB
1710
Webster Bank
Connecticut
$114K +$17.7K +195 +20%
TFA
1711
Toth Financial Advisory
Virginia
$113K +$910 +10 +0.9%
FGA
1712
Fortis Group Advisors
New Jersey
$111K +$51.8K +570 +100%
NMG
1713
New Millennium Group
Utah
$110K +$910 +10 +0.9%
SA
1714
Scarborough Advisors
Maryland
$109K +$103K +1,127 New
SNB
1715
Security National Bank
Nebraska
$108K +$102K +1,116 New
AWM
1716
Atticus Wealth Management
Florida
$107K -$728 -8 -0.7%
BCP
1717
Blue Chip Partners
Michigan
$106K +$99.7K +1,096 New
AWM
1718
AllSquare Wealth Management
New York
$105K – – –
MSG
1719
Main Street Group
Virginia
$104K +$97.9K +1,076 New
KFI
1720
Key Financial Inc
Pennsylvania
$103K -$15.9K -175 -14%
FDCDDQ
1721
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K -$4.55K -50 -5%
CTWM
1722
Cherry Tree Wealth Management
Minnesota
$101K +$819 +9 +0.9%
AA
1723
Addison Advisors
Vermont
$100K – – –
ATC
1724
Advantage Trust Company
Kansas
$99.9K +$93.6K +1,029 New
PSB
1725
Piscataqua Savings Bank
New Hampshire
$99.9K – – –
67 68
69
70 71