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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1701
Lazari Capital Management
California
$273K +$12.5K +110 +5%
BWCS
1702
Beirne Wealth Consulting Services
Connecticut
$272K -$1.25K -11 -0.4%
FFC
1703
First Financial Corp
Indiana
$272K -$8.72K -77 -3%
LCM
1704
LCM Capital Management
Illinois
$271K – – –
LA
1705
LexAurum Advisors
Kansas
$271K +$72.4K +639 +34%
KBFS
1706
Kohmann Bosshard Financial Services
Ohio
$270K -$2.27K -20 -0.8%
SW
1707
Schulz Wealth
Texas
$270K – – –
WTA
1708
Washington Trust Advisors
Massachusetts
$270K – – –
SJL
1709
Shayne & Jacobs LLC
Tennessee
$269K – – –
AA
1710
Alta Advisers
United Kingdom
$269K +$68K +600 +32%
HPIA
1711
Hamilton Point Investment Advisors
North Carolina
$269K +$283K +2,500 New
JAA
1712
Joel Adams & Associates
North Carolina
$268K +$282K +2,489 New
FA
1713
FDx Advisors
Illinois
$268K -$16.4K -145 -6%
CRI
1714
Colonial River Investments
Virginia
$268K -$17.7K -156 -6%
GD
1715
Grandfield & Dodd
New York
$268K – – –
SPWG
1716
Syntegra Private Wealth Group
Missouri
$268K – – –
EIP
1717
Ellis Investment Partners
Pennsylvania
$267K +$1.36K +12 +0.5%
WI
1718
WrapManager Inc
California
$267K -$33.2K -293 -11%
RWI
1719
Red Wave Investments
Pennsylvania
$267K -$1.13K -10 -0.4%
V
1720
VeraBank
Texas
$267K -$5.55K -49 -2%
PFA
1721
Pure Financial Advisors
California
$266K +$13.5K +119 +5%
CH
1722
Cromwell Holdings
Wyoming
$266K – – –
HT
1723
Heritage Trust
Oklahoma
$266K +$280K +2,469 New
WAM
1724
Weatherly Asset Management
California
$266K +$227 +2 +0.1%
FFWA
1725
FRG Family Wealth Advisors
Washington
$265K +$1.13K +10 +0.4%
67 68
69
70 71