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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1701
Shilanski & Associates
Alaska
$238K +$1.45K +13 +0.6%
MFC
1702
Mechanics Financial Corp
Ohio
$237K +$118K +1,057 +106%
LCWP
1703
Legacy Capital Wealth Partners
Arkansas
$237K +$229K +2,056 New
S
1704
Sunpointe
Missouri
$236K -$118K -1,063 -34%
TWA
1705
TCI Wealth Advisors
Arizona
$236K -$76.6K -688 -25%
LA
1706
Lifeworks Advisors
Michigan
$235K +$227K +2,040 New
HBW
1707
Hazlett, Burt & Watson
West Virginia
$235K +$14.5K +130 +7%
AA
1708
Auxano Advisors
Washington
$235K +$1.22K +11 +0.5%
SW
1709
Simplicity Wealth
New Jersey
$235K -$2.47M -22,195 -92%
WBC
1710
West Branch Capital
Massachusetts
$235K +$334 +3 +0.1%
BBNA
1711
Bremer Bank National Association
Minnesota
$235K -$12.2K -110 -5%
SXL
1712
Summit X LLC
Missouri
$234K -$71.5K -642 -22%
OL
1713
OneFund LLC
Florida
$234K +$1.45K +13 +0.6%
CWG
1714
Crown Wealth Group
North Carolina
$234K +$225K +2,026 New
SWM
1715
Salvus Wealth Management
New Jersey
$233K +$225K +2,018 New
IPW
1716
Intergy Private Wealth
Colorado
$233K +$224K +2,017 New
CTB
1717
Country Trust Bank
Illinois
$232K +$59.5K +535 +36%
WA
1718
Wambolt & Associates
Colorado
$232K -$190K -1,708 -46%
ODG
1719
O'Dell Group
Ohio
$231K +$223K +2,007 New
CT
1720
Coastline Trust
Rhode Island
$231K – – –
NSAM
1721
North Star Asset Management
Wisconsin
$231K +$223K +2,004 New
MWM
1722
Mindset Wealth Management
Indiana
$231K +$223K +2,000 New
FFB
1723
First Financial Bankshares
Texas
$230K – – –
LKIM
1724
Lawson Kroeker Investment Management
Nebraska
$230K +$222K +1,991 New
SWA
1725
SFMG Wealth Advisors
Texas
$229K +$221K +1,990 New
67 68
69
70 71